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American Express

AXP

Market cap $208B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	PCMC 1976 Paragon Capital Management (Colorado) Denver, Colorado	$247K	–	–	–
1977	CGFA 1977 Colton Groome Financial Advisors Asheville, North Carolina	$247K	–	–	–
1978	GJIA 1978 Glass Jacobson Investment Advisors Owings Mills, Maryland	$247K	–	–	–
1979	HFS 1979 Howard Financial Services Dallas, Texas	$247K	+$225K	+1,085	New
1980	EFG 1980 Ehrlich Financial Group Laguna Niguel, California	$245K	+$224K	+1,078	New
1981	FRM 1981 Fox Run Management Greenwich, Connecticut	$245K	+$224K	+1,078	New
1982	BA 1982 Bristlecone Advisors Bellevue, Washington	$245K	–	–	–
1983	PA 1983 Probity Advisors Dallas, Texas	$245K	-$3.32K	-16	-1%
1984	BWM 1984 Bullock Wealth Management Bloomington, Indiana	$244K	+$222K	+1,072	New
1985	CWP 1985 Capital Wealth Planning Naples, Florida	$243K	+$222K	+1,069	New
1986	NFG 1986 Nadler Financial Group Deerfield, Illinois	$243K	+$221K	+1,067	New
1987	PIAS 1987 PCA Investment Advisory Services Cincinnati, Ohio	$243K	+$221K	+1,066	New
1988	NCTC 1988 New Covenant Trust Company Jeffersonville, Indiana	$243K	+$221K	+1,066	New
1989	JDR 1989 Jay D. Rosenbaum	$242K	+$220K	+1,063	New
1990	KCM 1990 Kathmere Capital Management Wayne, Pennsylvania	$242K	+$220K	+1,062	New
1991	MCM 1991 Mattern Capital Management Lakewood, Colorado	$241K	+$219K	+1,057	New
1992	BWA 1992 Blodgett Wealth Advisors Concord, California	$241K	+$219K	+1,056	New
1993	TA 1993 Tactive Advisors Jacksonville, Florida	$239K	+$218K	+1,050	New
1994	GWM 1994 Greenwich Wealth Management Greenwich, Connecticut	$239K	-$10.4K	-50	-5%
1995	CWA 1995 CJM Wealth Advisers Falls Church, Virginia	$239K	+$218K	+1,049	New
1996	A 1996 AJOVista Boston, Massachusetts	$239K	–	–	–
1997	SFP 1997 Shepherd Financial Partners Winchester, Massachusetts	$238K	+$217K	+1,047	New
1998	CAL 1998 Capital Advisors Ltd Shaker Heights, Ohio	$238K	+$1.45K	+7	+0.7%
1999	WH 1999 Willner & Heller Encino, California	$238K	+$216K	+1,044	New
2000	VIM 2000 Vista Investment Management Pittsburgh, Pennsylvania	$238K	-$8.92K	-43	-4%

American Express AXP Market cap $208B

American Express

AXP

Market cap $208B