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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1976
Boothbay Fund Management
New York
$457K +$437K +1,375 New
JWBC
1977
J.W. Burns & Co
New York
$455K +$6.68K +21 +2%
AAG
1978
Armstrong Advisory Group
Massachusetts
$455K +$636 +2 +0.1%
1CP
1979
17 Capital Partners
Arizona
$454K – – –
HFS
1980
Howard Financial Services
Texas
$454K +$4.13K +13 +1%
BEW
1981
Burton Enright Welch
California
$453K +$9.54K +30 +2%
CAG
1982
Centerpoint Advisory Group
Kansas
$453K – – –
FFBTD
1983
First Financial Bank - Trust Division
Ohio
$452K -$3.18K -10 -0.7%
KA
1984
KLCM Advisors
Wisconsin
$451K – – –
CTA
1985
Colonial Trust Advisors
South Carolina
$450K – – –
KWM
1986
Keebeck Wealth Management
Illinois
$450K +$16.5K +52 +4%
LPT
1987
Legacy Private Trust
Wisconsin
$450K -$3.18K -10 -0.7%
NAMP
1988
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$448K – – –
SAM
1989
Summit Asset Management
Tennessee
$448K – – –
OWM
1990
OneAscent Wealth Management
Alabama
$447K -$3.18K -10 -0.7%
SCM
1991
Schnieders Capital Management
California
$446K – – –
AGA
1992
Arkos Global Advisors
Texas
$446K +$164K +515 +62%
EHAM
1993
Eagle Harbor Asset Management
Washington
$446K -$4.45K -14 -1%
PMSA
1994
Patrick M. Sweeney & Associates
Illinois
$445K +$31.2K +98 +8%
LIWM
1995
Long Island Wealth Management
New York
$445K – – –
TCOTS
1996
Trust Company of the South
North Carolina
$444K – – –
FFIC
1997
First Fiduciary Investment Counsel
Ohio
$443K – – –
SG
1998
Sienna Gestion
France
$442K -$17.1M -53,805 -97%
SFG
1999
Shum Financial Group
California
$442K +$423K +1,331 New
BW
2000
BIP Wealth
Georgia
$441K +$101K +318 +31%