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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1976
SRH Advisors
Kansas
$33K – – –
DAC
1977
Dividend Assets Capital
South Carolina
$32K -$53.1K -329 -64%
TWP
1978
TFO Wealth Partners
Ohio
$31.9K +$28.7K +178 +3,560%
CMA
1979
Cedar Mountain Advisors
Oregon
$31.2K – – –
AFS
1980
Annapolis Financial Services
Maryland
$29.4K – – –
SFG
1981
Steward Financial Group
Texas
$29K -$6.45K -40 -19%
PA
1982
PSI Advisors
Florida
$27.9K – – –
RA
1983
Rise Advisors
New York
$27.8K -$1.29K -8 -5%
2L
1984
25 LLC
Missouri
$27.7K – – –
GM
1985
GeoWealth Management
Illinois
$27K -$323 -2 -1%
TSWM
1986
Tyler-Stone Wealth Management
Ohio
$27K +$25K +155 New
PCTC
1987
Perkins Coie Trust Company
Washington
$26.1K – – –
TCM
1988
Tradewinds Capital Management
Washington
$26.1K – – –
SIS
1989
Strategic Investment Solutions
Illinois
$25.1K -$68.1K -422 -73%
CQS
1990
Credential Qtrade Securities
$24.9K – – –
AWM
1991
Abound Wealth Management
Tennessee
$22.7K +$1.77K +11 +9%
RWM
1992
Raffa Wealth Management
District of Columbia
$22.6K -$76.6K -475 -79%
AIC
1993
Archer Investment Corporation
Indiana
$22.5K -$100K -621 -83%
TAIM
1994
TD Ameritrade Investment Management
Nebraska
$21K -$8.87K -55 -31%
BCA
1995
Bray Capital Advisors
Florida
$18.8K – – –
FGAM
1996
Financial Gravity Asset Management
Texas
$18.7K +$1.45K +9 +5%
ODG
1997
O'Dell Group
Ohio
$18.6K +$17.3K +107 New
CWM
1998
Cranbrook Wealth Management
Michigan
$18.3K – – –
LFA
1999
Level Financial Advisors
New York
$18.3K – – –
VWM
2000
Valley Wealth Managers
New Jersey
$18.3K – – –
78 79
80
81 82