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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1976
Brucke Financial
Indiana
$532K -$64.7K -202 -11%
KPWG
1977
KFA Private Wealth Group
Virginia
$532K -$1.6K -5 -0.3%
KFA
1978
Kapstone Financial Advisors
Ohio
$532K +$2.56K +8 +0.5%
PA
1979
Planning Alternatives
Michigan
$531K +$77.5K +242 +18%
WAM
1980
Walker Asset Management
Missouri
$531K +$1.28K +4 +0.3%
APIM
1981
Agate Pass Investment Management
Washington
$531K – – –
MA
1982
MJP Associates
Connecticut
$531K +$21.8K +68 +5%
FBC
1983
Fairfield, Bush & Co
Connecticut
$530K +$4.16K +13 +0.8%
IC
1984
Inscription Capital
Texas
$530K +$101K +314 +25%
DWM
1985
Drive Wealth Management
Utah
$530K +$29.5K +92 +6%
WA
1986
Wealthstar Advisors
Texas
$529K +$42.3K +132 +9%
TNA
1987
True North Advisors
Texas
$528K +$20.8K +65 +4%
GIPW
1988
Granite Islands Private Wealth
Connecticut
$527K – – –
VW
1989
Vantus Wealth
Pennsylvania
$526K +$498K +1,555 New
CPC
1990
Consolidated Planning Corp
Georgia
$525K -$9.93K -31 -2%
DP
1991
DDD Partners
Washington
$524K -$20.8K -65 -4%
EFG
1992
Ethos Financial Group
Pennsylvania
$524K +$166K +519 +49%
OL
1993
Optas LLC
Texas
$524K +$25.3K +79 +5%
MFS
1994
Mirabella Financial Services
United Kingdom
$523K +$47.1K +147 +11%
LI
1995
LMCG Investments
Massachusetts
$522K -$2.88K -9 -0.6%
CAM
1996
CPA Asset Management
Florida
$521K -$9.93K -31 -2%
CA
1997
Commerce Advisors
Tennessee
$521K +$5.12K +16 +1%
DAM
1998
Delta Asset Management
Tennessee
$520K – – –
VGDSS
1999
VUB Generali dochodkova spravcovska spolocnost
$520K – – –
TFA
2000
Toth Financial Advisory
Virginia
$519K +$640 +2 +0.1%
78 79
80
81 82