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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AFIA
1951
America First Investment Advisors
Nebraska
$20K – – –
AWMS
1952
Advocacy Wealth Management Services
Georgia
$19K – – –
CIM
1953
Contravisory Investment Management
Massachusetts
$19K +$19.6K +115 New
BCA
1954
Bray Capital Advisors
Florida
$18K – – –
Optiver Holding
1955
Optiver Holding
Netherlands
$18K – – –
GEA
1956
Glen Eagle Advisors
New Jersey
$18K +$12.3K +72 +189%
LFA
1957
Level Financial Advisors
New York
$17K +$17.9K +105 New
IHWM
1958
Iron Horse Wealth Management
Iowa
$16K – – –
WAS
1959
Winch Advisory Services
Wisconsin
$16K +$171 +1 +1%
FFG
1960
Ford Financial Group
California
$16K +$17.1K +100 New
POIA
1961
Pin Oak Investment Advisors
Texas
$15K – – –
TC
1962
TAP Consulting
Missouri
$15K +$16K +94 New
WFS
1963
Widmann Financial Services
Maryland
$15K +$16.2K +95 New
RI
1964
Rinkey Investments
California
$14K +$13.8K +81 New
DWMG
1965
DB Wealth Management Group
California
$13K – – –
AW
1966
Alaethes Wealth
Nevada
$11K – – –
CP
1967
Corbenic Partners
Pennsylvania
$11K – – –
TFP
1968
Tilia Fiduciary Partners
North Carolina
$11K +$11.3K +66 New
SAM
1969
Strategic Asset Management
Minnesota
$10K +$10.6K +62 New
DFCM
1970
Dark Forest Capital Management
Puerto Rico
$10K +$10.9K +64 New
AWM
1971
Activest Wealth Management
Florida
$9K – – –
PPWM
1972
PFG Private Wealth Management
Florida
$9K – – –
AA
1973
Addison Advisors
Vermont
$9K +$8.36K +49 +613%
HFA
1974
HC Financial Advisors
California
$8K – – –
OSNBOA
1975
Old Second National Bank of Aurora
Illinois
$8K – – –