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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
1976
Petros Family Wealth
Minnesota
$548K +$45.8K +143 +10%
ICP
1977
Impact Capital Partners
Colorado
$548K +$7.68K +24 +2%
CPIA
1978
Cornell Pochily Investment Advisors
New York
$547K +$640 +2 +0.1%
HAS
1979
HBW Advisory Services
California
$547K +$101K +316 +24%
CWA
1980
Canvas Wealth Advisors
Kansas
$543K +$156K +488 +44%
CFCS
1981
CDM Financial Counseling Services
Connecticut
$542K -$96.1K -300 -16%
MCC
1982
Money Concepts Capital
Florida
$542K -$509K -1,589 -50%
IIC
1983
Integrated Investment Consultants
Michigan
$542K – – –
ZCI
1984
Zevenbergen Capital Investments
Washington
$541K -$32K -100 -6%
GRR
1985
Golden Reserve Retirement
Ohio
$540K +$163K +509 +47%
LSA
1986
Leonteq Securities AG
Switzerland
$540K -$1.59M -4,975 -76%
CCIA
1987
Campbell & Co Investment Adviser
Maryland
$536K -$6.29M -19,645 -93%
OF
1988
Optimize Financial
California
$533K -$1.6K -5 -0.3%
PWP
1989
Parkwoods Wealth Partners
New York
$533K +$505K +1,577 New
SCS
1990
Sound Capital Solutions
Florida
$533K +$505K +1,577 New
CFO
1991
CVA Family Office
Colorado
$533K +$45.8K +143 +10%
BF
1992
Brucke Financial
Indiana
$532K -$64.7K -202 -11%
KPWG
1993
KFA Private Wealth Group
Virginia
$532K -$1.6K -5 -0.3%
KFA
1994
Kapstone Financial Advisors
Ohio
$532K +$2.56K +8 +0.5%
PA
1995
Planning Alternatives
Michigan
$531K +$77.5K +242 +18%
WAM
1996
Walker Asset Management
Missouri
$531K +$1.28K +4 +0.3%
APIM
1997
Agate Pass Investment Management
Washington
$531K – – –
MA
1998
MJP Associates
Connecticut
$531K +$21.8K +68 +5%
FBC
1999
Fairfield, Bush & Co
Connecticut
$530K +$4.16K +13 +0.8%
IC
2000
Inscription Capital
Texas
$530K +$101K +314 +25%
78 79
80
81 82