We are live on ! Find out more
AXP icon

American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
2451
Capital A Wealth Management
Pennsylvania
$112K +$109K +378 New
AEPWM
2452
Atlantic Edge Private Wealth Management
Florida
$111K
BIA
2453
Bell Investment Advisors
California
$111K +$1.15K +4 +1%
IWMWV
2454
Ironwood Wealth Management (West Virginia)
West Virginia
$111K
PCFFS
2455
Pacific Center for Financial Services
California
$110K -$23K -80 -18%
BWM
2456
Bernard Wealth Management
Michigan
$109K +$105K +367 New
GCM
2457
GKV Capital Management
California
$104K +$101K +350 New
SL
2458
Salomon & Ludwin
Virginia
$102K -$1.72K -6 -2%
CAC
2459
Core Alternative Capital
Georgia
$102K
HNW
2460
High Note Wealth
Minnesota
$102K +$98.3K +342 New
GG
2461
Gleason Group
Kentucky
$101K -$19.8K -69 -17%
FA
2462
Fedenia Advisers
Wisconsin
$97.9K +$94.8K +330 New
HCM
2463
Hollencrest Capital Management
California
$97.1K
BCMLT
2464
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.8K -$3.16K -11 -3%
OP
2465
ORG Partners
Indiana
$94.3K +$12.1K +42 +15%
CAM
2466
Creekmur Asset Management
Illinois
$94.1K
NCM
2467
Northwest Capital Management
Oregon
$92.9K
CFD
2468
Creative Financial Designs
Indiana
$92.2K -$5.17K -18 -5%
PWMG
2469
Private Wealth Management Group
New Jersey
$91.4K -$862 -3 -1%
GCM
2470
Gables Capital Management
Florida
$90.5K
OPTFSNA
2471
Old Point Trust & Financial Services N A
Virginia
$89.6K
FIM
2472
FWL Investment Management
Texas
$89K
CBT
2473
Crews Bank & Trust
Florida
$88.7K +$85.9K +299 New
CAS
2474
Coppell Advisory Solutions
Texas
$88.6K +$3.73K +13 +5%
GKIM
2475
GW&K Investment Management
Massachusetts
$88K +$1.44K +5 +2%