AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VW
2126
Vantus Wealth
Pennsylvania
$469K +$453K +1,267 New
MCM
2127
Mainstream Capital Management
California
$468K – – –
SAM
2128
Summit Asset Management
Tennessee
$468K -$30.4K -85 -6%
FA
2129
Fagan Associates
New York
$468K -$12.5K -35 -3%
NA
2130
Navellier & Associates
Nevada
$467K -$703K -1,965 -61%
1WM
2131
1900 Wealth Management
Texas
$466K +$12.2K +34 +3%
MBTD
2132
Mechanics Bank - Trust Department
California
$466K -$16.1K -45 -3%
CAAS
2133
Capital Asset Advisory Services
Michigan
$465K +$10K +28 +2%
BP
2134
BBR Partners
New York
$465K -$7.16K -20 -2%
SCM
2135
Sterneck Capital Management
Missouri
$465K – – –
GFPC
2136
Global Financial Private Client
Florida
$465K +$3.58K +10 +0.8%
LW
2137
Libra Wealth
California
$464K – – –
SCM
2138
Saba Capital Management
New York
$463K +$448K +1,252 New
MAG
2139
Mayfair Advisory Group
Alabama
$463K – – –
PA
2140
ProCore Advisors
California
$462K +$447K +1,250 New
KFI
2141
Key Financial Inc
Pennsylvania
$461K – – –
TLA
2142
Tanglewood Legacy Advisors
Texas
$461K – – –
EA
2143
Everpar Advisors
Oklahoma
$461K +$93K +260 +26%
HPM
2144
Hoxton Planning & Management
West Virginia
$461K +$7.87K +22 +2%
OBGC
2145
O'Brien Greene & Co
Pennsylvania
$461K +$204K +570 +84%
ITG
2146
Index Technologies Group
New York
$460K +$445K +1,244 New
BOPW
2147
Brandywine Oak Private Wealth
Pennsylvania
$460K -$4.65K -13 -1%
RPWA
2148
Regent Peak Wealth Advisors
Georgia
$459K +$5.73K +16 +1%
BSAM
2149
Blue Square Asset Management
New York
$459K – – –
GH
2150
GAM Holding
Switzerland
$458K +$120K +336 +37%