We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2151
Concord Wealth Partners
Virginia
$107K +$6.22K +30 +7%
RA
2152
Rise Advisors
New York
$107K +$64.3K +310 +194%
JAM
2153
JCIC Asset Management
Ontario, Canada
$107K – – –
PCFFS
2154
Pacific Center for Financial Services
California
$102K – – –
PP
2155
PrairieView Partners
Minnesota
$101K – – –
GAA
2156
Global Assets Advisory
Florida
$101K +$91.7K +442 New
FFL
2157
Financial Freedom LLC
Ohio
$100K – – –
TC
2158
Tacita Capital
Ontario, Canada
$100K +$16.6K +80 +22%
PCMC
2159
Planning Capital Management Corporation
Pennsylvania
$98.8K -$22.8K -110 -20%
CAM
2160
Creekmur Asset Management
Illinois
$97K +$53.1K +256 +151%
BHWM
2161
Bay Harbor Wealth Management
Maryland
$94.7K -$1.04K -5 -1%
AF
2162
Advisornet Financial
Minnesota
$93.2K -$26.1K -126 -24%
HFS
2163
Hantz Financial Services
Michigan
$93K -$40.8K -197 -33%
GG
2164
Gleason Group
Kentucky
$92.6K +$415 +2 +0.5%
FFO
2165
Fortitude Family Office
Arizona
$91.5K – – –
LI
2166
LRI Investments
Florida
$91.3K +$83.2K +401 New
FMB
2167
Field & Main Bank
Kentucky
$91.1K – – –
LCM
2168
Logan Capital Management
Pennsylvania
$91.1K – – –
PB
2169
Pinnacle Bancorp
Nebraska
$87.4K +$6.01K +29 +8%
CFD
2170
Creative Financial Designs
Indiana
$87.1K +$207 +1 +0.3%
AEPWM
2171
Atlantic Edge Private Wealth Management
Florida
$85.2K +$10.2K +49 +15%
IWMWV
2172
Ironwood Wealth Management (West Virginia)
West Virginia
$82.3K – – –
BIA
2173
Bell Investment Advisors
California
$81.7K – – –
OLVIG
2174
Oliver Lagore Vanvalin Investment Group
Michigan
$81.7K – – –
VAMG
2175
Voisard Asset Management Group
Michigan
$80.8K +$10.4K +50 +16%
85 86
87
88 89