AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
2126
Godsey & Gibb Inc
Virginia
$337K -$5.63K -20 -2%
SFP
2127
Shepherd Financial Partners
Massachusetts
$336K +$2.53K +9 +0.9%
OFW
2128
Omnia Family Wealth
Florida
$335K +$41.4K +147 +16%
BA
2129
Bristlecone Advisors
Washington
$335K -$7.04K -25 -2%
FMII
2130
Farmers & Merchants Investments Inc
Nebraska
$335K -$2.25K -8 -0.8%
SHFP
2131
Second Half Financial Partners
Florida
$334K +$23.4K +83 +9%
OPPS
2132
Obsidian Personal Planning Solutions
Maryland
$333K -$281 -1 -0.1%
VC
2133
Veery Capital
Delaware
$333K +$81.9K +291 +39%
QIM
2134
Quantitative Investment Management
Virginia
$333K -$1.66M -5,910 -85%
PCM
2135
Park Capital Management
Wisconsin
$332K +$4.22K +15 +1%
NQWM
2136
Northwest Quadrant Wealth Management
Oregon
$332K +$844 +3 +0.3%
CFS
2137
CRA Financial Services
New Jersey
$332K +$10.1K +36 +4%
GWM
2138
Greenwich Wealth Management
Connecticut
$332K +$563 +2 +0.2%
LWA
2139
Lineweaver Wealth Advisors
Ohio
$331K +$2.81K +10 +1%
FWA
2140
Flagship Wealth Advisors
Massachusetts
$331K – – –
ECA
2141
Elevated Capital Advisors
Utah
$328K – – –
OIS
2142
OneAscent Investment Solutions
Alabama
$327K +$288K +1,024 New
NI
2143
NDVR Inc
Massachusetts
$327K -$13.5K -48 -4%
PMWMG
2144
Parr McKnight Wealth Management Group
Minnesota
$327K – – –
AT
2145
American Trust
Kentucky
$327K +$288K +1,024 New
CCA
2146
Cottonwood Capital Advisors
Utah
$325K – – –
SCM
2147
Stonebridge Capital Management
California
$325K – – –
PCM
2148
Princeton Capital Management
New Jersey
$324K – – –
VIP
2149
Vista Investment Partners
Oklahoma
$324K – – –
ACI
2150
Alpha Cubed Investments
California
$323K -$117K -414 -29%
84 85
86
87 88