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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
1951
James Investment Research
Ohio
$3K – – –
LWA
1952
Lowe Wealth Advisors
Maryland
$3K – – –
SFCL
1953
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
DWP
1954
Destiny Wealth Partners
Florida
$3K +$3.3K +20 New
TIM
1955
Tevis Investment Management
Texas
$3K +$3.3K +20 New
CM
1956
Caption Management
Oklahoma
$3K +$3.47K +21 New
BFPW
1957
BOK Financial Private Wealth
Colorado
$2K -$444K -2,688 -99%
CWA
1958
Carolina Wealth Advisors
South Carolina
$2K – – –
FWM
1959
Focused Wealth Management
New York
$2K – – –
HWM
1960
HighMark Wealth Management
Minnesota
$2K – – –
SAM
1961
Strategic Asset Management
Minnesota
$2K – – –
BC
1962
Burleson & Co
California
$1K – – –
CWAF
1963
Core Wealth Advisors (Florida)
Florida
$1K – – –
OLVIG
1964
Oliver Lagore Vanvalin Investment Group
Michigan
$1K – – –
HS
1965
Horan Securities
United States
$1K +$165 +1 +33%
TWP
1966
TFO Wealth Partners
Ohio
$1K +$1.32K +8 New
BIM
1967
Baldwin Investment Management
Pennsylvania
$555 +$3.47K +21 +0.5%
BRWM
1968
B. Riley Wealth Management
Tennessee
$550 +$87.4K +529 +15%
HT
1969
HighTower Trust
Texas
$375 +$985K +5,964 +133%
IAIM
1970
International Assets Investment Management
Florida
$371 -$141K -855 -24%
IFO
1971
Independent Family Office
New York
$268 – – –
AIM
1972
Artemis Investment Management
United Kingdom
– -$74.7M -400,612 Closed
IR
1973
IAT Reinsurance
New York
– -$65.2M -348,500 Closed
SC
1974
Samlyn Capital
New York
– -$62.7M -335,073 Closed
1SP
1975
140 Summer Partners
New York
– -$60M -320,700 Closed
77 78
79
80 81