We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CA
2126
Claro Advisors
Massachusetts
-$211K -1,212 Closed
JDR
2127
Jay D. Rosenbaum
-$210K -1,204 Closed
PCM
2128
Parsons Capital Management
Rhode Island
-$209K -1,202 Closed
Fiera Capital (Canada)
2129
Fiera Capital (Canada)
Quebec, Canada
-$209K -1,200 Closed
OFG
2130
Omega Financial Group
California
-$209K -1,200 Closed
SMC
2131
Smith, Moore & Co
Missouri
-$209K -1,198 Closed
MIM
2132
Montgomery Investment Management
Maryland
-$205K -1,175 Closed
ODIJL
2133
One Day In July LLC
Vermont
-$205K -1,174 Closed
SCM
2134
Sebold Capital Management
Illinois
-$204K -1,172 Closed
KWA
2135
KCS Wealth Advisory
California
-$203K -1,167 Closed
TFF
2136
The Family Firm
Maryland
-$203K -1,167 Closed
SMWM
2137
Silvia McColl Wealth Management
California
-$203K -1,165 Closed
DCM
2138
Deuterium Capital Management
Florida
-$202K -1,162 Closed
DDC
2139
DF Dent & Co
Maryland
-$202K -1,161 Closed
ACP
2140
Aveo Capital Partners
Colorado
-$202K -1,160 Closed
SFG
2141
SevenBridge Financial Group
Pennsylvania
-$202K -1,160 Closed
BFG
2142
Berger Financial Group
Minnesota
-$200K -1,151 Closed
CF
2143
Corrigan Financial
Rhode Island
-$200K -1,150 Closed
WRM
2144
Weybosset Research & Management
Rhode Island
-$200K -1,150 Closed
PIAS
2145
PCA Investment Advisory Services
Ohio
-$184K -1,056 Closed
CMF
2146
Counterpoint Mutual Funds
California
-$128K -734 Closed
MME
2147
Meag Munich Ergo
Germany
-$127K -727 Closed
RFA
2148
Resurgent Financial Advisors
Georgia
-$113K -649 Closed
AP
2149
Arlington Partners
Alabama
-$106K -609 Closed
WP
2150
WealthPLAN Partners
Nebraska
-$101K -581 Closed