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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1976
Carolinas Wealth Consulting
North Carolina
$6K – – –
MS
1977
Mizuho Securities
Japan
$6K +$171 +1 +3%
CAC
1978
Core Alternative Capital
Georgia
$6K +$5.8K +34 New
JWM
1979
Janiczek Wealth Management
Colorado
$5K +$2.9K +17 +131%
BC
1980
Barnett & Company
Tennessee
$4K +$4.26K +25 New
CWA
1981
Carolina Wealth Advisors
South Carolina
$3K – – –
FBT
1982
First Bank & Trust
South Dakota
$3K – – –
HWM
1983
HighMark Wealth Management
Minnesota
$3K – – –
JIR
1984
James Investment Research
Ohio
$3K – – –
LWA
1985
Lowe Wealth Advisors
Maryland
$3K – – –
MWA
1986
Moser Wealth Advisors
Washington
$3K – – –
AIP
1987
Ahrens Investment Partners
Louisiana
$3K +$2.9K +17 New
RA
1988
Rise Advisors
New York
$2.79K +$2.9K +17 New
FWM
1989
Focused Wealth Management
New York
$2K – – –
BBPWM
1990
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.56K +15 New
CP
1991
Castleview Partners
Texas
$1.03K +$28.6M +167,853 New
DI
1992
Disciplined Investments
Oklahoma
$1K +$853 +5 New
MBFW
1993
Morton Brown Family Wealth
Pennsylvania
$1K +$1.19K +7 New
BIM
1994
Baldwin Investment Management
Pennsylvania
$651 +$3.41K +20 +0.5%
HVM
1995
Harvest Volatility Management
Connecticut
$519 +$541K +3,173 New
RTC
1996
Riverview Trust Company
Washington
$28 – – –
FFG
1997
Ford Financial Group
California
$16 +$17.1K +100 New
SFCL
1998
Strengthening Families & Communities LLC
Massachusetts
$3 +$3.07K +18 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