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American Express

AXP

Market cap $228B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	ACM 1976 Antonetti Capital Management Naples, Florida	$7.39K	–	–	–
1977	DI 1977 Disciplined Investments Tulsa, Oklahoma	$7.39K	+$3.11K	+21	+72%
1978	HWM 1978 HighMark Wealth Management St. Paul, Minnesota	$7.33K	+$5.04K	+34	+213%
1979	HCM 1979 Horrell Capital Management Little Rock, Arkansas	$7K	–	–	–
1980	RG 1980 Retirement Group San Diego, California	$7K	+$7.41K	+50	New
1981	MYAM 1981 Meiji Yasuda Asset Management Tokyo, Japan	$6.64K	+$88.2K	+595	+1%
1982	TFGT 1982 TS Financial Group (TSFG) Lake Forest, Illinois	$6K	+$148	+1	+2%
1983	MFG 1983 Mendota Financial Group Madison, Wisconsin	$5.91K	+$5.93K	+40	New
1984	PS 1984 PayPay Securities Tokyo, Japan	$5.76K	+$5.78K	+39	New
1985	CWC 1985 Carolinas Wealth Consulting Charlotte, North Carolina	$5.32K	–	–	–
1986	FSWA 1986 Financial Synergies Wealth Advisors Houston, Texas	$4.8K	+$1.93K	+13	+65%
1987	RTL 1987 Red Tortoise LLC Atlanta, Georgia	$4.73K	+$4.74K	+32	New
1988	GCM 1988 Gables Capital Management Miami, Florida	$4.43K	–	–	–
1989	TWD 1989 True Wealth Design Akron, Ohio	$3.76K	+$3.7K	+25	New
1990	JIR 1990 James Investment Research Alpha, Ohio	$3K	–	–	–
1991	DWP 1991 Destiny Wealth Partners Tavares, Florida	$2.96K	–	–	–
1992	LWA 1992 Lowe Wealth Advisors Columbia, Maryland	$2.96K	–	–	–
1993	NC 1993 NewSquare Capital Newtown Square, Pennsylvania	$2.81K	+$2.81K	+19	New
1994	ECM 1994 Everence Capital Management Goshen, Indiana	$2.58K	-$338K	-2,280	-12%
1995	UCB 1995 United Community Bank Greenville, South Carolina	$2.36K	–	–	–
1996	GFWA 1996 Grey Fox Wealth Advisors Rockland, Delaware	$2.36K	+$2.37K	+16	New
1997	FWM 1997 Focused Wealth Management Newburgh, New York	$2.22K	–	–	–
1998	BFPW 1998 BOK Financial Private Wealth Denver, Colorado	$2.07K	–	–	–
1999	CWA 1999 Carolina Wealth Advisors Myrtle Beach, South Carolina	$2K	–	–	–
2000	LSA 2000 Lansing Street Advisors Ambler, Pennsylvania	$1.63K	+$1.63K	+11	New

American Express AXP Market cap $228B

American Express

AXP

Market cap $228B