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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1976
DSC Advisors
Illinois
– -$251K -1,812 Closed
JDR
1977
Jay D. Rosenbaum
– -$250K -1,804 Closed
FBT
1978
First Bankers Trust
Kentucky
– -$250K -1,800 Closed
WAOTB
1979
Wealth Advisors of Tampa Bay
Florida
– -$250K -1,800 Closed
WFI
1980
West Family Investments
California
– -$245K -1,765 Closed
LNWTC
1981
Laird Norton Wetherby Trust Company
Washington
– -$242K -1,743 Closed
DBIA
1982
Dumont & Blake Investment Advisors
New Jersey
– -$241K -1,735 Closed
SFFS
1983
Stonehage Fleming Financial Services
Jersey
– -$239K -1,727 Closed
KFA
1984
Krane Funds Advisors
New York
– -$238K -1,719 Closed
1IA
1985
1834 Investment Advisors
Wisconsin
– -$236K -1,702 Closed
RRA
1986
Round Rock Advisors
Connecticut
– -$236K -1,701 Closed
APG
1987
Abacus Planning Group
South Carolina
– -$232K -1,673 Closed
BG
1988
Bahl & Gaynor
Ohio
– -$231K -1,663 Closed
YMRC
1989
Yorktown Management & Research Company
Virginia
– -$229K -1,650 Closed
PM
1990
Parametrica Management
Hong Kong
– -$208K -1,506 Closed
PA
1991
Probity Advisors
Texas
– -$209K -1,506 Closed
KWA
1992
KCS Wealth Advisory
California
– -$208K -1,500 Closed
LA
1993
Latitude Advisors
Florida
– -$208K -1,500 Closed
VCM
1994
Violich Capital Management
California
– -$208K -1,500 Closed
CBFP
1995
Cedar Brook Financial Partners
Ohio
– -$208K -1,499 Closed
IB
1996
Intrust Bank
Kansas
– -$207K -1,491 Closed
IGWM
1997
ICA Group Wealth Management
Colorado
– -$238K -1,468 Closed
PWS
1998
Peterson Wealth Services
Utah
– -$202K -1,460 Closed
GAMC
1999
Garner Asset Management Corp
Texas
– -$201K -1,453 Closed
FBC
2000
Fairfield, Bush & Co
Connecticut
– -$198K -1,430 Closed
78 79
80
81 82