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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1976
Buckley Wealth Management
Nevada
$263K -$3.24K -14 -1%
CG
1977
Clifford Group
Massachusetts
$263K – – –
WFI
1978
West Family Investments
California
$262K -$463 -2 -0.2%
PFA
1979
Pathway Financial Advisers
Indiana
$262K +$32.2K +139 +14%
HI
1980
Hudock Inc
Pennsylvania
$262K – – –
KCM
1981
Kathmere Capital Management
Pennsylvania
$261K +$15.5K +67 +6%
MHR
1982
Matthew Hamilton Rosenberg
$261K – – –
BSHC
1983
Breed's Hill Capital
Massachusetts
$260K – – –
NCM
1984
Novare Capital Management
North Carolina
$260K -$12.7K -55 -5%
MCC
1985
Money Concepts Capital
Florida
$258K -$10.4K -45 -4%
C
1986
Certuity
Florida
$258K -$207K -893 -45%
CWP
1987
Capital Wealth Planning
Florida
$257K +$9.96K +43 +4%
GFPC
1988
Global Financial Private Client
Florida
$257K -$4.86K -21 -2%
PAMG
1989
Patton Albertson Miller Group
Tennessee
$257K +$53.3K +230 +26%
FAM
1990
Fenimore Asset Management
New York
$256K – – –
EFG
1991
Ehrlich Financial Group
California
$255K +$5.56K +24 +2%
CFM
1992
Catalyst Funds Management
Australia
$255K -$1.85M -8,000 -88%
RP
1993
Reinhart Partners
Wisconsin
$255K – – –
HFS
1994
Howard Financial Services
Texas
$255K +$3.47K +15 +1%
CCA
1995
Cottonwood Capital Advisors
Utah
$255K -$35.2K -152 -12%
TC
1996
Truvestments Capital
Florida
$254K +$232 +1 +0.1%
VIM
1997
Vista Investment Management
Pennsylvania
$253K +$11.3K +49 +5%
NAMNJ
1998
NorthStar Asset Management (New Jersey)
New Jersey
$253K +$18.5K +80 +8%
SI
1999
Seeds Investor
New York
$252K +$30.6K +132 +14%
PCMC
2000
Paragon Capital Management (Colorado)
Colorado
$252K – – –
78 79
80
81 82