We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
2176
Correct Capital Wealth Management
Missouri
$268K – – –
CAC
2177
Certified Advisory Corp
Florida
$267K -$42.3K -143 -13%
CST
2178
Charles Schwab Trust
Nevada
$267K +$294K +993 New
AIA
2179
Allied Investment Advisors
Montana
$266K – – –
VIM
2180
Vista Investment Management
Pennsylvania
$264K -$30.1K -102 -9%
SF
2181
Safeguard Financial
Wisconsin
$264K -$39.6K -134 -12%
NF
2182
NavPoint Financial
Minnesota
$264K – – –
VCM
2183
Virtue Capital Management
Tennessee
$263K +$289K +977 New
CL
2184
COWA LLC
Oklahoma
$262K – – –
XC
2185
XY Capital
Hong Kong
$262K +$242K +820 +532%
HFS
2186
Hopwood Financial Services
Virginia
$262K -$13.3K -45 -4%
SW
2187
Simplicity Wealth
New Jersey
$261K -$169K -573 -37%
WAM
2188
Weatherly Asset Management
California
$261K +$33.7K +114 +13%
AC
2189
Apella Capital
Connecticut
$260K +$18K +61 +7%
IBOK
2190
Independence Bank of Kentucky
Kentucky
$260K -$7.39K -25 -3%
RFM
2191
Royal Fund Management
Florida
$259K +$591 +2 +0.2%
S
2192
Sunpointe
Missouri
$259K -$3.84K -13 -1%
SHFP
2193
Second Half Financial Partners
Florida
$259K +$6.5K +22 +2%
T
2194
TOBAM
France
$259K -$258K -873 -48%
HG
2195
Harbor Group
New Hampshire
$258K +$591 +2 +0.2%
PAW
2196
Plan A Wealth
Nebraska
$258K +$283K +959 New
CA
2197
Cornerstone Advisory
Maryland
$257K +$33.4K +113 +14%
CWA
2198
CJM Wealth Advisers
Virginia
$256K -$28.4K -96 -9%
Acadian Asset Management
2199
Acadian Asset Management
Massachusetts
$255K -$3.77M -12,765 -93%
TW
2200
Transform Wealth
Colorado
$255K +$280K +946 New