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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1976
High Net Worth Advisory Group
Florida
$8.87K – – –
JWM
1977
Janiczek Wealth Management
Colorado
$8.55K – – –
SIC
1978
SJS Investment Consulting
Ohio
$8.27K +$4.89K +33 +143%
PPC
1979
Park Place Capital
Alabama
$8K +$8.3K +56 New
ACM
1980
Antonetti Capital Management
Florida
$7.39K – – –
DI
1981
Disciplined Investments
Oklahoma
$7.39K +$3.11K +21 +72%
HWM
1982
HighMark Wealth Management
Minnesota
$7.33K +$5.04K +34 +213%
HCM
1983
Horrell Capital Management
Arkansas
$7K – – –
RG
1984
Retirement Group
California
$7K +$7.41K +50 New
TFGT
1985
TS Financial Group (TSFG)
Illinois
$6K +$148 +1 +2%
MFG
1986
Mendota Financial Group
Wisconsin
$5.91K +$5.93K +40 New
PS
1987
PayPay Securities
Japan
$5.76K +$5.78K +39 New
CWC
1988
Carolinas Wealth Consulting
North Carolina
$5.32K – – –
FSWA
1989
Financial Synergies Wealth Advisors
Texas
$4.8K +$1.93K +13 +65%
RTL
1990
Red Tortoise LLC
Georgia
$4.73K +$4.74K +32 New
GCM
1991
Gables Capital Management
Florida
$4.43K – – –
TWD
1992
True Wealth Design
Ohio
$3.76K +$3.7K +25 New
JIR
1993
James Investment Research
Ohio
$3K – – –
DWP
1994
Destiny Wealth Partners
Florida
$2.96K – – –
LWA
1995
Lowe Wealth Advisors
Maryland
$2.96K – – –
NC
1996
NewSquare Capital
Pennsylvania
$2.81K +$2.81K +19 New
UCB
1997
United Community Bank
South Carolina
$2.36K – – –
GFWA
1998
Grey Fox Wealth Advisors
Delaware
$2.36K +$2.37K +16 New
FWM
1999
Focused Wealth Management
New York
$2.22K – – –
BFPW
2000
BOK Financial Private Wealth
Colorado
$2.07K – – –
78 79
80
81 82