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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1976
Clearview Wealth Advisors
Oregon
$39.2K +$1.82K +11 +5%
BAM
1977
Baldrige Asset Management
Pennsylvania
$39K – – –
ACA
1978
Atlas Capital Advisors
Wyoming
$38.6K – – –
FP
1979
Financial Perspectives
Minnesota
$37.7K +$166 +1 +0.4%
GA
1980
GoalVest Advisory
New York
$37.1K +$1.99K +12 +6%
FWM
1981
Focused Wealth Management
New York
$37.1K +$34.8K +210 +1,400%
CHA
1982
Carmichael Hill & Associates
Maryland
$36.6K – – –
CAM
1983
Chesapeake Asset Management
New York
$36.4K +$36.5K +220 New
CCA
1984
Column Capital Advisors
Indiana
$35.8K – – –
GEA
1985
Glen Eagle Advisors
New Jersey
$34.8K -$1.66K -10 -5%
SFG
1986
Steward Financial Group
Texas
$34K +$17.9K +108 +105%
GFL
1987
Granite FO LLC
New Hampshire
$33.6K +$15.6K +94 +82%
JGIA
1988
Jackson Grant Investment Advisers
Connecticut
$33.5K +$2.16K +13 +7%
SA
1989
SRH Advisors
Kansas
$33K – – –
CCC
1990
Chelsea Counsel Company
California
$33K – – –
HI
1991
Hoey Investments
Pennsylvania
$33K – – –
RCM
1992
Ravenstone Capital Management
$33K – – –
CPA
1993
Cowen Prime Advisors
New York
$32K – – –
FPB
1994
First PREMIER Bank
South Dakota
$30K – – –
CMA
1995
Cedar Mountain Advisors
Oregon
$29.5K -$3.32K -20 -10%
TAIM
1996
TD Ameritrade Investment Management
Nebraska
$29K -$4.31K -26 -13%
SCA
1997
Stuart Chaussee & Associates
California
$28.4K -$5.97K -36 -17%
AFS
1998
Annapolis Financial Services
Maryland
$27.9K -$166 -1 -0.6%
RA
1999
Rise Advisors
New York
$27.7K +$1.49K +9 +6%
PA
2000
PSI Advisors
Florida
$26.4K -$66.5K -401 -71%
78 79
80
81 82