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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EA
1976
Enclave Advisors
Texas
$357K -$40.2K -136 -9%
WA
1977
Wealthstar Advisors
Texas
$357K +$84.2K +285 +27%
SN
1978
Sittner & Nelson
Oregon
$356K +$296 +1 +0.1%
ATWA
1979
Arbor Trust Wealth Advisors
Michigan
$356K +$101K +342 +35%
GDP
1980
Great Diamond Partners
Maine
$355K +$591 +2 +0.2%
SFWC
1981
Strategic Family Wealth Counselors
New Jersey
$354K +$41.1K +139 +12%
VNA
1982
Valley National Advisers
Pennsylvania
$354K +$43.2K +146 +12%
SAM
1983
Summit Asset Management
Tennessee
$354K – – –
CAL
1984
Capital Advisors Ltd
Ohio
$353K -$1.77K -6 -0.5%
HFS
1985
Heritage Financial Services
Massachusetts
$353K – – –
BTD
1986
BankPlus Trust Department
Mississippi
$353K +$24.5K +83 +7%
PWP
1987
Phillips Wealth Planners
Mississippi
$353K +$137K +464 +49%
CCG
1988
Catalina Capital Group
California
$352K -$605K -2,047 -61%
MMHP
1989
Murphy Middleton Hinkle & Parker
Georgia
$351K – – –
AFT
1990
Alpha Family Trust
California
$351K – – –
FA
1991
Fagan Associates
New York
$350K – – –
AWA
1992
Alta Wealth Advisors
Massachusetts
$350K +$591 +2 +0.2%
AMG
1993
Advisors Management Group
Wisconsin
$348K -$887 -3 -0.2%
BI
1994
Ballast Inc
Kentucky
$347K +$381K +1,288 New
AF
1995
Apollon Financial
South Carolina
$346K +$17.7K +60 +5%
4WM
1996
4J Wealth Management
Virginia
$344K – – –
SAA
1997
Southeast Asset Advisors
Georgia
$344K +$591 +2 +0.2%
BOPW
1998
Brandywine Oak Private Wealth
Pennsylvania
$343K -$887 -3 -0.2%
MAG
1999
Mayfair Advisory Group
Alabama
$343K – – –
WTB
2000
Washington Trust Bank
Washington
$342K -$358K -1,211 -49%