We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
2326
DF Dent & Co
Maryland
$223K -$102K -355 -32%
SA
2327
Shilanski & Associates
Alaska
$222K
PSFG
2328
Park Square Financial Group
Georgia
$222K +$215K +749 New
CA
2329
Calton & Associates
Florida
$222K -$334K -1,164 -61%
SFA
2330
Semmax Financial Advisors
North Carolina
$222K +$575 +2 +0.3%
WDC
2331
Woodward Diversified Capital
California
$221K -$81.6K -284 -28%
HCP
2332
Hexagon Capital Partners
Arkansas
$221K -$133K -462 -38%
FA
2333
Fiducient Advisors
Illinois
$221K -$87.3K -304 -29%
PDL
2334
Portfolio Design Labs
California
$221K +$213K +743 New
CPL
2335
CAP Partners LLC
Tennessee
$220K -$4.88K -17 -2%
4A
2336
4Wealth Advisors
Illinois
$220K +$213K +740 New
SPF
2337
South Plains Financial
Texas
$219K +$212K +738 New
Financial Engines Advisors
2338
Financial Engines Advisors
California
$219K +$212K +737 New
RPSA
2339
Richard P. Slaughter Associates
Texas
$219K +$212K +737 New
BTWM
2340
Baker Tilly Wealth Management
Wisconsin
$218K -$3.73K -13 -2%
RFP
2341
Root Financial Partners
California
$218K +$211K +734 New
CM
2342
Capula Management
Cayman Islands
$218K +$211K +733 New
HA
2343
Hofer & Associates
California
$217K +$211K +733 New
MWA
2344
Medallion Wealth Advisors
Connecticut
$217K +$219K +762 New
RMDI
2345
R.M. Davis Inc
Maine
$217K -$218K -759 -51%
SPP
2346
Single Point Partners
Massachusetts
$217K +$210K +732 New
MMM
2347
Mendel Money Management
Illinois
$217K +$210K +731 New
KWA
2348
Kellett Wealth Advisors
Ohio
$216K +$209K +729 New
FNWM
2349
Financial Network Wealth Management
Utah
$216K +$210K +731 New
EFG
2350
Ethos Financial Group
Pennsylvania
$216K +$209K +727 New