AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
2076
Armstrong Advisory Group
Massachusetts
$502K -$4.29K -12 -0.9%
WI
2077
WrapManager Inc
California
$502K -$69.4K -194 -13%
LPT
2078
Legacy Private Trust
Wisconsin
$501K – – –
5NPW
2079
55 North Private Wealth
Florida
$501K +$485K +1,354 New
JJBC
2080
James J. Burns & Company
New York
$500K -$35.8K -100 -7%
NAMP
2081
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$499K – – –
SFG
2082
Shum Financial Group
California
$499K +$6.08K +17 +1%
1CP
2083
17 Capital Partners
Arizona
$497K -$8.95K -25 -2%
SCM
2084
Schnieders Capital Management
California
$497K – – –
EHAM
2085
Eagle Harbor Asset Management
Washington
$496K – – –
FGWP
2086
Founders Grove Wealth Partners
Virginia
$495K +$27.9K +78 +6%
BEW
2087
Burton Enright Welch
California
$495K -$9.66K -27 -2%
SPA
2088
Sherbrooke Park Advisers
New York
$495K +$479K +1,338 New
TCOTS
2089
Trust Company of the South
North Carolina
$494K – – –
MBC
2090
Michael Brady & Co
Ohio
$494K +$478K +1,335 New
HFRG
2091
Houlihan Financial Resource Group
Virginia
$494K +$478K +1,335 New
NFG
2092
Nadler Financial Group
Illinois
$493K +$20K +56 +4%
FFIC
2093
First Fiduciary Investment Counsel
Ohio
$493K – – –
WP
2094
WealthShield Partners
North Carolina
$492K +$716 +2 +0.2%
CFO
2095
CVA Family Office
Colorado
$492K +$7.87K +22 +2%
WAG
2096
Winthrop Advisory Group
Massachusetts
$491K -$60.5K -169 -11%
EWS
2097
Evergreen Wealth Solutions
Pennsylvania
$491K -$37.6K -105 -7%
OIS
2098
OneAscent Investment Solutions
Alabama
$489K +$88.4K +247 +23%
SHJ
2099
Sharkey, Howes & Javer
Colorado
$488K – – –
T
2100
TrustBank
Illinois
$488K +$472K +1,320 New
82 83
84
85 86