We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1976
Vicus Capital
Pennsylvania
$317K -$121K -485 -29%
LCWP
1977
Legacy Capital Wealth Partners
Arkansas
$316K – – –
1WM
1978
1900 Wealth Management
Texas
$316K -$249 -1 -0.1%
SMWM
1979
Silvia McColl Wealth Management
California
$316K – – –
SIS
1980
Sound Income Strategies
Florida
$316K +$164K +657 +130%
ATS
1981
Ashton Thomas Securities
New York
$315K +$290K +1,163 New
BEW
1982
Burton Enright Welch
California
$315K – – –
JJBC
1983
James J. Burns & Company
New York
$315K – – –
FCA
1984
FLC Capital Advisors
California
$313K – – –
WRM
1985
Weybosset Research & Management
Rhode Island
$312K – – –
TNA
1986
True North Advisors
Texas
$312K – – –
SOW
1987
State of Wyoming
Wyoming
$311K -$13.9K -56 -5%
BCM
1988
BTC Capital Management
Iowa
$311K -$50.3K -202 -15%
BL
1989
Balentine LLC
Georgia
$309K +$249 +1 +0.1%
GFPC
1990
Global Financial Private Client
Florida
$309K +$6.72K +27 +2%
SI
1991
Seeds Investor
New York
$308K +$12K +48 +4%
CAC
1992
Certified Advisory Corp
Florida
$308K -$41.6K -167 -13%
CG
1993
Clifford Group
Massachusetts
$308K – – –
HI
1994
Hudock Inc
Pennsylvania
$307K – – –
XF
1995
XML Financial
Maryland
$306K +$25.1K +101 +10%
TC
1996
Truvestments Capital
Florida
$305K +$7.72K +31 +3%
NCM
1997
Novare Capital Management
North Carolina
$304K – – –
OPA
1998
Old Port Advisors
Maine
$304K +$20.4K +82 +8%
MHR
1999
Matthew Hamilton Rosenberg
$303K – – –
EGWAG
2000
Elwood & Goetz Wealth Advisory Group
Georgia
$303K +$278K +1,116 New
78 79
80
81 82