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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
1976
Heritage Wealth Management (Arizona)
Arizona
$51K +$49.5K +274 New
MUMSS
1977
Mitsubishi UFJ Morgan Stanley Securities
Japan
$49K -$47K -260 -50%
CWM
1978
Cranbrook Wealth Management
Michigan
$48K – – –
SWM
1979
Selective Wealth Management
Virginia
$47K +$45.1K +250 New
GCGDR
1980
Geo Capital Gestora de Recursos
Brazil
$46K – – –
LAS
1981
Lloyd Advisory Services
Georgia
$46K +$3.25K +18 +8%
RCM
1982
Ravenstone Capital Management
$45.8K – – –
BAM
1983
Baldrige Asset Management
Pennsylvania
$45K – – –
HNWAG
1984
High Net Worth Advisory Group
Florida
$43K – – –
SIS
1985
Sound Income Strategies
Florida
$43K +$1.08K +6 +3%
AA
1986
Addison Advisors
Vermont
$43K +$31.2K +173 +304%
FP
1987
Financial Perspectives
Minnesota
$42.5K – – –
CMA
1988
Cedar Mountain Advisors
Oregon
$42K -$2.17K -12 -5%
CWA
1989
Clearview Wealth Advisors
Oregon
$42K – – –
NWM
1990
Nauset Wealth Management
Connecticut
$42K +$40.6K +225 New
RIM
1991
Rockbridge Investment Management
New York
$41.6K – – –
CCA
1992
Column Capital Advisors
Indiana
$41K -$2.53K -14 -6%
AIP
1993
Ahrens Investment Partners
Louisiana
$41K +$36.1K +200 +1,176%
GM
1994
GeoWealth Management
Illinois
$40K +$3.61K +20 +10%
TCCM
1995
Timber Creek Capital Management
Massachusetts
$37K -$9.03K -50 -20%
CPA
1996
Cowen Prime Advisors
New York
$37K – – –
FPFS
1997
First Personal Financial Services
North Carolina
$37K – – –
TVWM
1998
Tower View Wealth Management
Wisconsin
$37K – – –
YAL
1999
Your Advocates Ltd
Texas
$37K – – –
HI
2000
Hoey Investments
Pennsylvania
$37K +$36.1K +200 New