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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1976
Retirement Group
California
$8K – – –
CWAF
1977
Core Wealth Advisors (Florida)
Florida
$7K -$1.08M -6,307 -99%
HCM
1978
Horrell Capital Management
Arkansas
$7K – – –
TFGT
1979
TS Financial Group (TSFG)
Illinois
$7K +$4.6K +27 +193%
CWC
1980
Carolinas Wealth Consulting
North Carolina
$6K – – –
MS
1981
Mizuho Securities
Japan
$6K +$171 +1 +3%
CAC
1982
Core Alternative Capital
Georgia
$6K +$5.8K +34 New
JWM
1983
Janiczek Wealth Management
Colorado
$5K +$2.9K +17 +131%
BC
1984
Barnett & Company
Tennessee
$4K +$4.26K +25 New
CWA
1985
Carolina Wealth Advisors
South Carolina
$3K – – –
FBT
1986
First Bank & Trust
South Dakota
$3K – – –
HWM
1987
HighMark Wealth Management
Minnesota
$3K – – –
JIR
1988
James Investment Research
Ohio
$3K – – –
LWA
1989
Lowe Wealth Advisors
Maryland
$3K – – –
MWA
1990
Moser Wealth Advisors
Washington
$3K – – –
AIP
1991
Ahrens Investment Partners
Louisiana
$3K +$2.9K +17 New
SFCL
1992
Strengthening Families & Communities LLC
Massachusetts
$3K +$3.07K +18 New
RA
1993
Rise Advisors
New York
$2.79K +$2.9K +17 New
FWM
1994
Focused Wealth Management
New York
$2K – – –
BBPWM
1995
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.56K +15 New
DI
1996
Disciplined Investments
Oklahoma
$1K +$853 +5 New
MBFW
1997
Morton Brown Family Wealth
Pennsylvania
$1K +$1.19K +7 New
HVM
1998
Harvest Volatility Management
Connecticut
$519 +$512 +3 New
MAMU
1999
Marathon Asset Management (UK)
United Kingdom
– -$151M -899,218 Closed
JCM
2000
Junto Capital Management
New York
– -$82.7M -493,895 Closed
78 79
80
81 82