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American Express

AXP

Market cap $208B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1951	CWC 1951 Carolinas Wealth Consulting Charlotte, North Carolina	$5K	–	–	–
1952	SFG 1952 Steward Financial Group Colleyville, Texas	$5K	+$6.94K	+42	New
1953	HF 1953 Halpern Financial Ashburn, Virginia	$4.99K	–	–	–
1954	BWP 1954 Baldwin Wealth Partners Marion, Massachusetts	$4K	–	–	–
1955	GCM 1955 Gables Capital Management Miami, Florida	$4K	–	–	–
1956	IWP 1956 IAG Wealth Partners Waukesha, Wisconsin	$4K	–	–	–
1957	JIR 1957 James Investment Research Alpha, Ohio	$3K	–	–	–
1958	LWA 1958 Lowe Wealth Advisors Columbia, Maryland	$3K	–	–	–
1959	SFCL 1959 Strengthening Families & Communities LLC Boston, Massachusetts	$3K	–	–	–
1960	DWP 1960 Destiny Wealth Partners Tavares, Florida	$3K	+$3.3K	+20	New
1961	TIM 1961 Tevis Investment Management Plano, Texas	$3K	+$3.3K	+20	New
1962	CM 1962 Caption Management Oklahoma City, Oklahoma	$3K	+$3.47K	+21	New
1963	BFPW 1963 BOK Financial Private Wealth Denver, Colorado	$2K	-$444K	-2,688	-99%
1964	CWA 1964 Carolina Wealth Advisors Myrtle Beach, South Carolina	$2K	–	–	–
1965	FWM 1965 Focused Wealth Management Newburgh, New York	$2K	–	–	–
1966	HWM 1966 HighMark Wealth Management St. Paul, Minnesota	$2K	–	–	–
1967	SAM 1967 Strategic Asset Management Rochester, Minnesota	$2K	–	–	–
1968	BC 1968 Burleson & Co Petaluma, California	$1K	–	–	–
1969	CWAF 1969 Core Wealth Advisors (Florida) Lakeland, Florida	$1K	–	–	–
1970	OLVIG 1970 Oliver Lagore Vanvalin Investment Group Flint, Michigan	$1K	–	–	–
1971	HS 1971 Horan Securities Cincinnati, United States	$1K	+$165	+1	+33%
1972	TWP 1972 TFO Wealth Partners Maumee, Ohio	$1K	+$1.32K	+8	New
1973	AIM 1973 Artemis Investment Management Edinburgh, United Kingdom	–	-$74.7M	-400,612	Closed
1974	IR 1974 IAT Reinsurance New York	–	-$65.2M	-348,500	Closed
1975	SC 1975 Samlyn Capital New York	–	-$62.7M	-335,073	Closed

American Express AXP Market cap $208B

American Express

AXP

Market cap $208B