We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2101
Bristlecone Advisors
Washington
$319K – – –
GSEP
2102
Golden State Equity Partners
California
$319K -$119K -413 -28%
NAMNJ
2103
NorthStar Asset Management (New Jersey)
New Jersey
$319K +$575 +2 +0.2%
NI
2104
NDVR Inc
Massachusetts
$319K +$29.3K +102 +10%
CCM
2105
CAAS Capital Management
New York
$318K +$307K +1,070 New
MHC
2106
May Hill Capital
Massachusetts
$318K +$307K +1,070 New
SFGP
2107
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$317K +$307K +1,068 New
APG
2108
Abacus Planning Group
South Carolina
$316K – – –
DOA
2109
D'Orazio & Associates
Virginia
$316K +$8.62K +30 +3%
PIAS
2110
PCA Investment Advisory Services
Ohio
$314K – – –
SCM
2111
Saxony Capital Management
Missouri
$314K +$10.6K +37 +4%
SPWM
2112
Spartan Planning & Wealth Management
North Carolina
$314K +$304K +1,058 New
GIA
2113
Guyasuta Investment Advisors
Pennsylvania
$313K – – –
LWA
2114
Lineweaver Wealth Advisors
Ohio
$313K -$16.1K -56 -5%
MCM
2115
Monument Capital Management
Virginia
$312K +$15.2K +53 +5%
ABLA
2116
Alan B. Lancz & Associates
Ohio
$312K – – –
CCM
2117
Conway Capital Management
California
$312K +$43.1K +150 +17%
CWA
2118
CJM Wealth Advisers
Virginia
$311K – – –
AFW
2119
Avantra Family Wealth
Pennsylvania
$311K +$301K +1,049 New
GCM
2120
Gallacher Capital Management
Colorado
$311K +$25.6K +89 +9%
CIAS
2121
Capital Investment Advisory Services
North Carolina
$311K +$19.8K +69 +7%
DFA
2122
Delta Financial Advisors
Louisiana
$311K – – –
SFP
2123
Shepherd Financial Partners
Massachusetts
$310K +$4.88K +17 +2%
SFG
2124
SevenBridge Financial Group
Pennsylvania
$310K +$22.7K +79 +9%
WA
2125
Wealthstar Advisors
Texas
$309K +$299K +1,041 New
83 84
85
86 87