We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2401
TFC Financial Management
Massachusetts
$289K +$2.24K +7 +0.8%
FA
2402
FDx Advisors
Illinois
$289K -$9.93K -31 -3%
SDWMA
2403
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K +$961 +3 +0.4%
PFA
2404
Perryman Financial Advisory
Texas
$288K -$25.3K -79 -8%
HFS
2405
Hopwood Financial Services
Virginia
$288K – – –
LWA
2406
Lineweaver Wealth Advisors
Ohio
$288K +$31.7K +99 +13%
CFAM
2407
Center For Asset Management
Florida
$288K +$16.6K +52 +7%
GB
2408
Goepper Burkhardt
South Carolina
$288K – – –
GPW
2409
Genesis Private Wealth
Virginia
$287K -$1.28K -4 -0.5%
IAS
2410
IMA Advisory Services
Colorado
$287K +$28.8K +90 +12%
BWP
2411
BlueStem Wealth Partners
Minnesota
$287K +$12.8K +40 +5%
BWS
2412
Broadway Wealth Solutions
Texas
$286K – – –
UOTTAIMCU
2413
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$285K +$270K +843 New
VFA
2414
Voya Financial Advisors
Connecticut
$285K -$82.3K -257 -24%
PIP
2415
Peachtree Investment Partners
Florida
$285K -$102K -320 -28%
CPWL
2416
Coquina Private Wealth LLC
Florida
$284K – – –
OCM
2417
Orion Capital Management
California
$284K – – –
FMII
2418
Farmers & Merchants Investments Inc
Nebraska
$283K -$640 -2 -0.2%
FC
2419
Financial Council
Maryland
$283K – – –
OWA
2420
OakTrust Wealth Advisors
Connecticut
$283K -$17.9K -56 -6%
IF
2421
IRON Financial
Illinois
$283K -$320 -1 -0.1%
FHC
2422
First Heartland Consultants
Missouri
$281K – – –
PMFA
2423
Plante Moran Financial Advisors
Michigan
$281K -$26.3K -82 -9%
WH
2424
Willner & Heller
California
$281K +$17K +53 +7%
WAM
2425
Weatherly Asset Management
California
$281K – – –
95 96
97
98 99