AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2201
SevenBridge Financial Group
Pennsylvania
$304K +$563 +2 +0.2%
CWA
2202
CJM Wealth Advisers
Virginia
$304K – – –
JCM
2203
Jacobsen Capital Management
Utah
$304K +$28.7K +102 +12%
IGAM
2204
iA Global Asset Management
Quebec, Canada
$303K +$267K +950 New
IAG
2205
Investment Advisory Group
Massachusetts
$302K +$267K +948 New
MPM
2206
MBB Public Markets
Illinois
$301K -$60.8K -216 -19%
PSP
2207
Principal Street Partners
Tennessee
$301K +$266K +944 New
AW
2208
Atlas Wealth
Ohio
$301K +$263K +934 New
IB
2209
Intrust Bank
Kansas
$301K +$20K +71 +8%
NRC
2210
New Republic Capital
North Carolina
$301K +$12.9K +46 +5%
CPSAC
2211
Chas P. Smith & Associates (CPS)
Florida
$300K – – –
BA
2212
Bellwether Advisors
Nebraska
$300K +$17.4K +62 +7%
OCM
2213
Orion Capital Management
California
$300K +$31K +110 +13%
TCM
2214
Traynor Capital Management
Pennsylvania
$299K +$261K +928 New
EIA
2215
Edgemoor Investment Advisors
Maryland
$299K +$4.79K +17 +2%
HA
2216
HC Advisors
Georgia
$299K – – –
NSAM
2217
North Star Asset Management
Wisconsin
$299K -$111K -393 -30%
GPI
2218
General Partner Inc
Pennsylvania
$299K – – –
CNTOF
2219
Canandaigua National Trust of Florida
New York
$298K +$263K +934 New
OWA
2220
Octavia Wealth Advisors
Ohio
$298K +$2.25K +8 +0.9%
RCG
2221
Ruane, Cunniff & Goldfarb
New York
$297K – – –
EFG
2222
Ethos Financial Group
Pennsylvania
$296K +$56.3K +200 +28%
BOJHT
2223
Bank of Jackson Hole Trust
Wyoming
$295K +$59.1K +210 +29%
IBOK
2224
Independence Bank of Kentucky
Kentucky
$295K -$11.3K -40 -4%
KWM
2225
Kingsman Wealth Management
Florida
$295K -$52.9K -188 -17%
87 88
89
90 91