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American Express

AXP

Market cap $228B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	CWM 1976 Cranbrook Wealth Management Bloomfield Hills, Michigan	$48K	–	–	–
1977	SWM 1977 Selective Wealth Management Forest, Virginia	$47K	+$45.1K	+250	New
1978	GCGDR 1978 Geo Capital Gestora de Recursos S?o Paulo, Brazil	$46K	–	–	–
1979	LAS 1979 Lloyd Advisory Services Suwanee, Georgia	$46K	+$3.25K	+18	+8%
1980	RCM 1980 Ravenstone Capital Management Toronto,	$45.8K	–	–	–
1981	BAM 1981 Baldrige Asset Management Allentown, Pennsylvania	$45K	–	–	–
1982	HNWAG 1982 High Net Worth Advisory Group Naples, Florida	$43K	–	–	–
1983	SIS 1983 Sound Income Strategies Ft Lauderdale, Florida	$43K	+$1.08K	+6	+3%
1984	AA 1984 Addison Advisors Middlebury, Vermont	$43K	+$31.2K	+173	+304%
1985	FP 1985 Financial Perspectives Minneapolis, Minnesota	$42.5K	–	–	–
1986	CMA 1986 Cedar Mountain Advisors Lake Oswego, Oregon	$42K	-$2.17K	-12	-5%
1987	CWA 1987 Clearview Wealth Advisors Salem, Oregon	$42K	–	–	–
1988	NWM 1988 Nauset Wealth Management Westport, Connecticut	$42K	+$40.6K	+225	New
1989	RIM 1989 Rockbridge Investment Management Syracuse, New York	$41.6K	–	–	–
1990	CCA 1990 Column Capital Advisors Indianapolis, Indiana	$41K	-$2.53K	-14	-6%
1991	AIP 1991 Ahrens Investment Partners Lafayette, Louisiana	$41K	+$36.1K	+200	+1,176%
1992	GM 1992 GeoWealth Management Chicago, Illinois	$40K	+$3.61K	+20	+10%
1993	TCCM 1993 Timber Creek Capital Management Boston, Massachusetts	$37K	-$9.03K	-50	-20%
1994	CPA 1994 Cowen Prime Advisors New York	$37K	–	–	–
1995	FPFS 1995 First Personal Financial Services Charlotte, North Carolina	$37K	–	–	–
1996	TVWM 1996 Tower View Wealth Management Shorewood, Wisconsin	$37K	–	–	–
1997	YAL 1997 Your Advocates Ltd Houston, Texas	$37K	–	–	–
1998	HI 1998 Hoey Investments Coatesville, Pennsylvania	$37K	+$36.1K	+200	New
1999	JGIA 1999 Jackson Grant Investment Advisers Stamford, Connecticut	$36K	–	–	–
2000	TCWA 2000 Ten Capital Wealth Advisors Spokane, Washington	$36K	+$8.67K	+48	+33%

American Express AXP Market cap $228B

American Express

AXP

Market cap $228B