AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
2176
Cape Investment Advisory
Georgia
$121K +$2.32K +10 +2%
RFA
2177
Register Financial Advisors
Georgia
$121K – – –
T
2178
Tidemark
California
$120K +$7.87K +34 +7%
MFG
2179
Mosaic Financial Group
Illinois
$118K -$116K -500 -50%
SIS
2180
Sound Income Strategies
Florida
$117K +$2.55K +11 +2%
LCM
2181
Logan Capital Management
Pennsylvania
$116K +$23.9K +103 +26%
CL
2182
CSS LLC
Illinois
$116K +$116K +500 New
B
2183
Birchbrook
Maine
$114K – – –
TFIPS
2184
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K -$25.5K -110 -18%
NMG
2185
New Millennium Group
Utah
$113K +$113K +490 New
RA
2186
Rise Advisors
New York
$109K +$463 +2 +0.4%
JAM
2187
JCIC Asset Management
Ontario, Canada
$109K – – –
CB
2188
CNB Bank
Pennsylvania
$106K -$69.5K -300 -40%
FC
2189
Fairscale Capital
New Hampshire
$105K +$97K +419 New
PCFFS
2190
Pacific Center for Financial Services
California
$104K – – –
FFL
2191
Financial Freedom LLC
Ohio
$102K – – –
TC
2192
Tacita Capital
Ontario, Canada
$102K – – –
PP
2193
PrairieView Partners
Minnesota
$101K – – –
PCMC
2194
Planning Capital Management Corporation
Pennsylvania
$100K – – –
SL
2195
Salomon & Ludwin
Virginia
$99.3K -$235K -1,014 -70%
BHWM
2196
Bay Harbor Wealth Management
Maryland
$96.1K -$232 -1 -0.2%
HFS
2197
Hantz Financial Services
Michigan
$95K – – –
AF
2198
Advisornet Financial
Minnesota
$94.9K +$232 +1 +0.2%
GG
2199
Gleason Group
Kentucky
$94.4K +$232 +1 +0.2%
CAM
2200
Creekmur Asset Management
Illinois
$94.2K -$4.4K -19 -4%