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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
1976
Armstrong Advisory Group
Massachusetts
$455K +$636 +2 +0.1%
1CP
1977
17 Capital Partners
Arizona
$454K
HFS
1978
Howard Financial Services
Texas
$454K +$4.13K +13 +1%
BEW
1979
Burton Enright Welch
California
$453K +$9.54K +30 +2%
CAG
1980
Centerpoint Advisory Group
Kansas
$453K
FFBTD
1981
First Financial Bank - Trust Division
Ohio
$452K -$3.18K -10 -0.7%
KA
1982
KLCM Advisors
Wisconsin
$451K
CTA
1983
Colonial Trust Advisors
South Carolina
$450K
KWM
1984
Keebeck Wealth Management
Illinois
$450K +$16.5K +52 +4%
LPT
1985
Legacy Private Trust
Wisconsin
$450K -$3.18K -10 -0.7%
NAMP
1986
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$448K
SAM
1987
Summit Asset Management
Tennessee
$448K
OWM
1988
OneAscent Wealth Management
Alabama
$447K -$3.18K -10 -0.7%
SCM
1989
Schnieders Capital Management
California
$446K
AGA
1990
Arkos Global Advisors
Texas
$446K +$164K +515 +62%
EHAM
1991
Eagle Harbor Asset Management
Washington
$446K -$4.45K -14 -1%
PMSA
1992
Patrick M. Sweeney & Associates
Illinois
$445K +$31.2K +98 +8%
LIWM
1993
Long Island Wealth Management
New York
$445K
TCOTS
1994
Trust Company of the South
North Carolina
$444K
FFIC
1995
First Fiduciary Investment Counsel
Ohio
$443K
SG
1996
Sienna Gestion
France
$442K -$17.1M -53,805 -97%
SFG
1997
Shum Financial Group
California
$442K +$423K +1,331 New
BW
1998
BIP Wealth
Georgia
$441K +$101K +318 +31%
WP
1999
WealthShield Partners
North Carolina
$441K +$2.54K +8 +0.6%
SN
2000
Sittner & Nelson
Oregon
$441K +$636 +2 +0.2%