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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1976
Montgomery Investment Management
Maryland
$319K – – –
ODIJL
1977
One Day In July LLC
Vermont
$319K +$2.74K +11 +0.9%
RPWA
1978
Regent Peak Wealth Advisors
Georgia
$319K +$5.23K +21 +2%
AIA
1979
Alera Investment Advisors
Illinois
$318K -$17.9K -72 -6%
BSSFA
1980
Baron Silver Stevens Financial Advisors
Florida
$318K – – –
VC
1981
Vicus Capital
Pennsylvania
$317K -$121K -485 -29%
LCWP
1982
Legacy Capital Wealth Partners
Arkansas
$316K – – –
1WM
1983
1900 Wealth Management
Texas
$316K -$249 -1 -0.1%
SMWM
1984
Silvia McColl Wealth Management
California
$316K – – –
SIS
1985
Sound Income Strategies
Florida
$316K +$164K +657 +130%
ATS
1986
Ashton Thomas Securities
New York
$315K +$290K +1,163 New
BEW
1987
Burton Enright Welch
California
$315K – – –
JJBC
1988
James J. Burns & Company
New York
$315K – – –
FCA
1989
FLC Capital Advisors
California
$313K – – –
WRM
1990
Weybosset Research & Management
Rhode Island
$312K – – –
TNA
1991
True North Advisors
Texas
$312K – – –
SOW
1992
State of Wyoming
Wyoming
$311K -$13.9K -56 -5%
BCM
1993
BTC Capital Management
Iowa
$311K -$50.3K -202 -15%
BL
1994
Balentine LLC
Georgia
$309K +$249 +1 +0.1%
GFPC
1995
Global Financial Private Client
Florida
$309K +$6.72K +27 +2%
SI
1996
Seeds Investor
New York
$308K +$12K +48 +4%
CAC
1997
Certified Advisory Corp
Florida
$308K -$41.6K -167 -13%
CG
1998
Clifford Group
Massachusetts
$308K – – –
HI
1999
Hudock Inc
Pennsylvania
$307K – – –
XF
2000
XML Financial
Maryland
$306K +$25.1K +101 +10%
78 79
80
81 82