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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
1976
Jay D. Rosenbaum
– -$250K -1,804 Closed
FBT
1977
First Bankers Trust
Kentucky
– -$250K -1,800 Closed
WAOTB
1978
Wealth Advisors of Tampa Bay
Florida
– -$250K -1,800 Closed
WFI
1979
West Family Investments
California
– -$245K -1,765 Closed
LNWTC
1980
Laird Norton Wetherby Trust Company
Washington
– -$242K -1,743 Closed
DBIA
1981
Dumont & Blake Investment Advisors
New Jersey
– -$241K -1,735 Closed
SFFS
1982
Stonehage Fleming Financial Services
Jersey
– -$239K -1,727 Closed
KFA
1983
Krane Funds Advisors
New York
– -$238K -1,719 Closed
1IA
1984
1834 Investment Advisors
Wisconsin
– -$236K -1,702 Closed
RRA
1985
Round Rock Advisors
Connecticut
– -$236K -1,701 Closed
APG
1986
Abacus Planning Group
South Carolina
– -$232K -1,673 Closed
BG
1987
Bahl & Gaynor
Ohio
– -$231K -1,663 Closed
YMRC
1988
Yorktown Management & Research Company
Virginia
– -$229K -1,650 Closed
PM
1989
Parametrica Management
Hong Kong
– -$208K -1,506 Closed
PA
1990
Probity Advisors
Texas
– -$209K -1,506 Closed
KWA
1991
KCS Wealth Advisory
California
– -$208K -1,500 Closed
LA
1992
Latitude Advisors
Florida
– -$208K -1,500 Closed
VCM
1993
Violich Capital Management
California
– -$208K -1,500 Closed
CBFP
1994
Cedar Brook Financial Partners
Ohio
– -$208K -1,499 Closed
IB
1995
Intrust Bank
Kansas
– -$207K -1,491 Closed
IGWM
1996
ICA Group Wealth Management
Colorado
– -$238K -1,468 Closed
PWS
1997
Peterson Wealth Services
Utah
– -$202K -1,460 Closed
GAMC
1998
Garner Asset Management Corp
Texas
– -$201K -1,453 Closed
FBC
1999
Fairfield, Bush & Co
Connecticut
– -$198K -1,430 Closed
CWP
2000
Concord Wealth Partners
Virginia
– -$177K -1,279 Closed
78 79
80
81 82