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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
1976
Great Diamond Partners
Maine
$355K +$591 +2 +0.2%
SFWC
1977
Strategic Family Wealth Counselors
New Jersey
$354K +$41.1K +139 +12%
VNA
1978
Valley National Advisers
Pennsylvania
$354K +$43.2K +146 +12%
SAM
1979
Summit Asset Management
Tennessee
$354K
CAL
1980
Capital Advisors Ltd
Ohio
$353K -$1.77K -6 -0.5%
HFS
1981
Heritage Financial Services
Massachusetts
$353K
BTD
1982
BankPlus Trust Department
Mississippi
$353K +$24.5K +83 +7%
PWP
1983
Phillips Wealth Planners
Mississippi
$353K +$137K +464 +49%
CCG
1984
Catalina Capital Group
California
$352K -$605K -2,047 -61%
MMHP
1985
Murphy Middleton Hinkle & Parker
Georgia
$351K
AFT
1986
Alpha Family Trust
California
$351K
FA
1987
Fagan Associates
New York
$350K
AWA
1988
Alta Wealth Advisors
Massachusetts
$350K +$591 +2 +0.2%
AMG
1989
Advisors Management Group
Wisconsin
$348K -$887 -3 -0.2%
BI
1990
Ballast Inc
Kentucky
$347K +$381K +1,288 New
AF
1991
Apollon Financial
South Carolina
$346K +$17.7K +60 +5%
4WM
1992
4J Wealth Management
Virginia
$344K
SAA
1993
Southeast Asset Advisors
Georgia
$344K +$591 +2 +0.2%
BOPW
1994
Brandywine Oak Private Wealth
Pennsylvania
$343K -$887 -3 -0.2%
MAG
1995
Mayfair Advisory Group
Alabama
$343K
WTB
1996
Washington Trust Bank
Washington
$342K -$358K -1,211 -49%
SWM
1997
Stockman Wealth Management
Montana
$342K -$3.84K -13 -1%
MCM
1998
Mainstream Capital Management
California
$342K -$3.55K -12 -0.9%
RA
1999
Ruggaard & Associates
Ohio
$342K
EPP
2000
ETF Portfolio Partners
Kansas
$341K