We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HC
2226
Hendley & Co
Ohio
$403K -$823K -2,300 -68%
GWM
2227
Greenwich Wealth Management
Connecticut
$403K +$17.9K +50 +5%
KIG
2228
Kessler Investment Group
Indiana
$403K -$11.1K -31 -3%
TWA
2229
Tulsa Wealth Advisors
Oklahoma
$403K +$390K +1,089 New
RAM
2230
Redmond Asset Management
Virginia
$403K – – –
WEG
2231
World Equity Group
Illinois
$403K +$389K +1,088 New
CIP
2232
Convergence Investment Partners
Florida
$402K -$13.2K -37 -3%
APA
2233
Astoria Portfolio Advisors
New York
$402K -$320K -895 -42%
MC
2234
Middleton & Co
Massachusetts
$401K -$14.3K -40 -4%
BWA
2235
Bestgate Wealth Advisors
Maryland
$401K – – –
BDF
2236
Black Diamond Financial
Maryland
$401K – – –
CFS
2237
CRA Financial Services
New Jersey
$401K +$3.58K +10 +0.9%
Bank Pictet & Cie (Europe)
2238
Bank Pictet & Cie (Europe)
Germany
$401K -$50.8K -142 -12%
BIA
2239
Barry Investment Advisors
Massachusetts
$400K +$387K +1,081 New
GIA
2240
Guyasuta Investment Advisors
Pennsylvania
$398K -$1.07K -3 -0.3%
VCM
2241
Vivaldi Capital Management
Illinois
$398K -$41.2K -115 -10%
Perfromance Wealth Partners
2242
Perfromance Wealth Partners
Illinois
$398K -$5.37K -15 -1%
ISWM
2243
Independent Solutions Wealth Management
New York
$398K -$80.9K -226 -17%
PCMC
2244
Paragon Capital Management (Colorado)
Colorado
$397K -$4.65K -13 -1%
OC
2245
Opinicus Capital
Florida
$397K +$5.01K +14 +1%
FPB
2246
First PREMIER Bank
South Dakota
$397K – – –
SPAS
2247
Spectrum Planning & Advisory Services
California
$397K -$716 -2 -0.2%
AWM
2248
Accel Wealth Management
Iowa
$396K +$358 +1 +0.1%
SFP
2249
Shepherd Financial Partners
Massachusetts
$395K -$358 -1 -0.1%
Simplify Asset Management
2250
Simplify Asset Management
Nevada
$392K +$149K +415 +64%