We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
2101
Davies Financial Advisors
California
$260K -$18.4K -74 -7%
AC
2102
Apella Capital
Connecticut
$260K +$7.22K +29 +3%
HG
2103
Harbor Group
New Hampshire
$259K +$498 +2 +0.2%
FNT
2104
First Nebraska Trust
Nebraska
$259K – – –
SCM
2105
Sterneck Capital Management
Missouri
$259K +$238K +955 New
OWA
2106
Octavia Wealth Advisors
Ohio
$257K -$2.49K -10 -1%
ACA
2107
Ackerman Capital Advisors
Texas
$257K – – –
PL
2108
Perpetual Ltd
Australia
$256K -$2.1M -8,422 -90%
PC
2109
Port Capital
Illinois
$256K -$1.25K -5 -0.5%
CPSAC
2110
Chas P. Smith & Associates (CPS)
Florida
$256K +$17.4K +70 +8%
WWM
2111
WT Wealth Management
Arizona
$255K – – –
4WM
2112
49 Wealth Management
Texas
$254K +$233K +937 New
SIC
2113
Sterling Investment Counsel
New York
$254K +$233K +936 New
GPI
2114
General Partner Inc
Pennsylvania
$254K – – –
MFGM
2115
Marshall Financial Group (Maryland)
Maryland
$254K +$233K +935 New
WMA
2116
West Michigan Advisors
Michigan
$253K +$233K +934 New
VCM
2117
Versant Capital Management
Arizona
$253K +$25.1K +101 +12%
CMTU
2118
Capital Markets Trading (UK)
United Kingdom
$253K -$4.93M -19,815 -96%
MC
2119
Marest Capital
California
$253K +$232K +933 New
RCG
2120
Ruane, Cunniff & Goldfarb
New York
$253K – – –
BSHC
2121
Breed's Hill Capital
Massachusetts
$252K -$48.6K -195 -17%
WCM
2122
Wedge Capital Management
North Carolina
$251K -$14.4K -58 -6%
WFMPM
2123
Woodley Farra Manion Portfolio Management
Indiana
$251K -$10.5K -42 -4%
PPWM
2124
PFG Private Wealth Management
Florida
$251K -$2.24K -9 -1%
EIA
2125
Edgemoor Investment Advisors
Maryland
$250K – – –