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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RF
1976
Robinswood Financial
Washington
$6.12K – – –
GCM
1977
Gables Capital Management
Florida
$5.97K – – –
MFG
1978
Mendota Financial Group
Wisconsin
$5.97K – – –
NSG
1979
Nalls Sherbakoff Group
Tennessee
$5.67K – – –
CWC
1980
Carolinas Wealth Consulting
North Carolina
$5.26K – – –
PS
1981
PayPay Securities
Japan
$5.22K +$1.8K +11 +46%
HFM
1982
Harvest Fund Management
China
$5K – – –
CG
1983
Cutler Group
California
$5K +$5.89K +36 New
RTL
1984
Red Tortoise LLC
Georgia
$4.77K – – –
HWP
1985
Hibernia Wealth Partners
Louisiana
$4.63K +$5.07K +31 New
BWS
1986
Buck Wealth Strategies
Colorado
$4.48K – – –
FSWA
1987
Financial Synergies Wealth Advisors
Texas
$4.25K – – –
TWD
1988
True Wealth Design
Ohio
$3.8K – – –
OAJ
1989
Ogorek Anthony Joseph
New York
$3K – – –
LWA
1990
Lowe Wealth Advisors
Maryland
$2.98K – – –
PCTC
1991
Perkins Coie Trust Company
Washington
$2.83K -$21.4K -131 -87%
AP
1992
Atwood & Palmer
Missouri
$2.69K – – –
CMA
1993
Cedar Mountain Advisors
Oregon
$2.39K -$26.7K -163 -91%
CWA
1994
Carolina Wealth Advisors
South Carolina
$2.39K – – –
FWM
1995
Focused Wealth Management
New York
$2.24K – – –
PVH
1996
Psagot Value Holdings
Israel
$2K – – –
NC
1997
NewSquare Capital
Pennsylvania
$1.04K -$1.96K -12 -63%
Legacy Financial Group (Iowa)
1998
Legacy Financial Group (Iowa)
Iowa
$1.04K +$1.15K +7 New
CAM
1999
ClariVest Asset Management
California
$1K +$818 +5 New
OIA
2000
Optimum Investment Advisors
Illinois
$149 +$164 +1 New