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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1976
Financial Perspectives
Minnesota
$37.7K +$166 +1 +0.4%
Commonwealth Equity Services
1977
Commonwealth Equity Services
Massachusetts
$37.7K +$2.84M +17,140 +8%
GA
1978
GoalVest Advisory
New York
$37.1K +$1.99K +12 +6%
FWM
1979
Focused Wealth Management
New York
$37.1K +$34.8K +210 +1,400%
CHA
1980
Carmichael Hill & Associates
Maryland
$36.6K
CAM
1981
Chesapeake Asset Management
New York
$36.4K +$36.5K +220 New
CCA
1982
Column Capital Advisors
Indiana
$35.8K
GEA
1983
Glen Eagle Advisors
New Jersey
$34.8K -$1.66K -10 -5%
SFG
1984
Steward Financial Group
Texas
$34K +$17.9K +108 +105%
GFL
1985
Granite FO LLC
New Hampshire
$33.6K +$15.6K +94 +82%
JGIA
1986
Jackson Grant Investment Advisers
Connecticut
$33.5K +$2.16K +13 +7%
SA
1987
SRH Advisors
Kansas
$33K
CCC
1988
Chelsea Counsel Company
California
$33K
HI
1989
Hoey Investments
Pennsylvania
$33K
RCM
1990
Ravenstone Capital Management
$33K
CPA
1991
Cowen Prime Advisors
New York
$32K
FPB
1992
First PREMIER Bank
South Dakota
$30K
CMA
1993
Cedar Mountain Advisors
Oregon
$29.5K -$3.32K -20 -10%
TAIM
1994
TD Ameritrade Investment Management
Nebraska
$29K -$4.31K -26 -13%
SCA
1995
Stuart Chaussee & Associates
California
$28.4K -$5.97K -36 -17%
AFS
1996
Annapolis Financial Services
Maryland
$27.9K -$166 -1 -0.6%
RA
1997
Rise Advisors
New York
$27.7K +$1.49K +9 +6%
PA
1998
PSI Advisors
Florida
$26.4K -$66.5K -401 -71%
GM
1999
GeoWealth Management
Illinois
$26K -$1.82K -11 -7%
TCM
2000
Tradewinds Capital Management
Washington
$24.7K