We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2251
PFG Private Wealth Management
Florida
$283K +$12.7K +45 +5%
OC
2252
Oarsman Capital
Wisconsin
$282K +$27K +96 +12%
EIG
2253
Ellenbecker Investment Group
Wisconsin
$282K +$281 +1 +0.1%
GAB
2254
German American Bancorp
Indiana
$281K +$20.5K +73 +9%
WP
2255
WealthPLAN Partners
Nebraska
$281K – – –
CPWA
2256
Cerro Pacific Wealth Advisors
California
$280K +$40.8K +145 +20%
NEWAS
2257
N.E.W. Advisory Services
Wisconsin
$280K -$189K -673 -43%
TCWM
2258
Total Clarity Wealth Management
Illinois
$280K +$247K +877 New
RB
2259
Renasant Bank
Mississippi
$279K +$29.8K +106 +14%
HI
2260
Humankind Investments
New York
$278K -$56.3K -200 -19%
SSWM
2261
Sheets Smith Wealth Management
North Carolina
$278K +$6.75K +24 +3%
LK
2262
Lumbard & Kellner
New Hampshire
$278K – – –
PWM
2263
Palacios Wealth Management
Florida
$278K +$245K +870 New
PA
2264
Planning Alternatives
Michigan
$277K -$53.2K -189 -18%
DIM
2265
DLK Investment Management
California
$277K +$9.01K +32 +4%
DC
2266
DeDora Capital
California
$277K – – –
MSF
2267
Mustard Seed Financial
Arkansas
$275K – – –
SHWM
2268
Smith & Howard Wealth Management
Georgia
$275K – – –
FHC
2269
First Heartland Consultants
Missouri
$274K +$242K +859 New
WFMPM
2270
Woodley Farra Manion Portfolio Management
Indiana
$273K -$1.41K -5 -0.6%
PC
2271
Port Capital
Illinois
$272K – – –
USWIA
2272
UP Strategic Wealth Investment Advisors
Pennsylvania
$271K -$14.1K -50 -6%
BWFA
2273
Baltimore-Washington Financial Advisors
Maryland
$271K – – –
BWS
2274
Broadway Wealth Solutions
Texas
$271K -$22.2K -79 -9%
ABLA
2275
Alan B. Lancz & Associates
Ohio
$271K – – –
89 90
91
92 93