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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1976
Ehrlich Financial Group
California
$245K +$224K +1,078 New
FRM
1977
Fox Run Management
Connecticut
$245K +$224K +1,078 New
BA
1978
Bristlecone Advisors
Washington
$245K – – –
PA
1979
Probity Advisors
Texas
$245K -$3.32K -16 -1%
CWP
1980
Capital Wealth Planning
Florida
$243K +$222K +1,069 New
NFG
1981
Nadler Financial Group
Illinois
$243K +$221K +1,067 New
PIAS
1982
PCA Investment Advisory Services
Ohio
$243K +$221K +1,066 New
NCTC
1983
New Covenant Trust Company
Indiana
$243K +$221K +1,066 New
JDR
1984
Jay D. Rosenbaum
$242K +$220K +1,063 New
KCM
1985
Kathmere Capital Management
Pennsylvania
$242K +$220K +1,062 New
MCM
1986
Mattern Capital Management
Colorado
$241K +$219K +1,057 New
BWA
1987
Blodgett Wealth Advisors
California
$241K +$219K +1,056 New
TA
1988
Tactive Advisors
Florida
$239K +$218K +1,050 New
GWM
1989
Greenwich Wealth Management
Connecticut
$239K -$10.4K -50 -5%
CWA
1990
CJM Wealth Advisers
Virginia
$239K +$218K +1,049 New
A
1991
AJOVista
Massachusetts
$239K – – –
SFP
1992
Shepherd Financial Partners
Massachusetts
$238K +$217K +1,047 New
CAL
1993
Capital Advisors Ltd
Ohio
$238K +$1.45K +7 +0.7%
WH
1994
Willner & Heller
California
$238K +$216K +1,044 New
VIM
1995
Vista Investment Management
Pennsylvania
$238K -$8.92K -43 -4%
IBOK
1996
Independence Bank of Kentucky
Kentucky
$237K -$5.18K -25 -2%
ICA
1997
Infrastructure Capital Advisors
New York
$237K +$215K +1,039 New
PMSA
1998
Patrick M. Sweeney & Associates
Illinois
$236K +$215K +1,037 New
AF
1999
Apexium Financial
Texas
$235K +$214K +1,033 New
ZF
2000
Zega Financial
Florida
$235K -$69.7K -336 -25%
78 79
80
81 82