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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1976
WealthShield Partners
North Carolina
$421K -$5.35K -19 -1%
SEA
1977
Stegent Equity Advisors
Texas
$421K +$48.7K +173 +15%
CAL
1978
Capital Advisors Ltd
Ohio
$420K +$1.97K +7 +0.5%
MCM
1979
Mendel Capital Management
Arkansas
$420K +$19.7K +70 +6%
OFG
1980
Oxford Financial Group
Indiana
$419K -$9.29K -33 -2%
AWP
1981
Accretive Wealth Partners
New Jersey
$418K – – –
PI
1982
PineBridge Investments
New York
$416K -$27.5M -97,656 -99%
AFT
1983
Alpha Family Trust
California
$416K – – –
KFA
1984
Kapstone Financial Advisors
Ohio
$416K +$21.7K +77 +6%
KWM
1985
Keebeck Wealth Management
Illinois
$416K +$53.2K +189 +17%
NFG
1986
Nations Financial Group
Iowa
$416K +$24.8K +88 +7%
AF
1987
Apollon Financial
South Carolina
$416K +$5.07K +18 +1%
CIAS
1988
Capital Investment Advisory Services
North Carolina
$416K +$73.5K +261 +25%
ISWM
1989
Independent Solutions Wealth Management
New York
$415K -$19.7K -70 -5%
FA
1990
Fagan Associates
New York
$415K – – –
SAA
1991
Southeast Asset Advisors
Georgia
$413K +$5.35K +19 +1%
VWM
1992
Vigilare Wealth Management
Arizona
$412K +$11.3K +40 +3%
WDC
1993
Woodward Diversified Capital
California
$411K +$135K +480 +59%
BWM
1994
Birchcreek Wealth Management
Ohio
$411K -$49.8K -177 -12%
BI
1995
Ballast Inc
Kentucky
$411K – – –
WBC
1996
West Branch Capital
Massachusetts
$411K +$112K +398 +45%
AAS
1997
Annex Advisory Services
Wisconsin
$408K -$163K -580 -31%
CIS
1998
Custom Index Systems
New York
$408K -$149K -530 -29%
BOPW
1999
Brandywine Oak Private Wealth
Pennsylvania
$408K +$1.13K +4 +0.3%
4WM
2000
4J Wealth Management
Virginia
$408K – – –
78 79
80
81 82