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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1976
LMCG Investments
Massachusetts
$576K -$2.5K -7 -0.4%
NC
1977
North Capital
Utah
$575K -$54.4K -152 -9%
FBC
1978
Fairfield, Bush & Co
Connecticut
$575K -$8.95K -25 -2%
SIM
1979
Sentry Investment Management
Wisconsin
$575K – – –
PWA
1980
Physician Wealth Advisors
Utah
$575K +$11.5K +32 +2%
GIPW
1981
Granite Islands Private Wealth
Connecticut
$575K +$556K +1,553 New
BCFD
1982
Boit C.F. David
$573K – – –
CWA
1983
Crusonia Wealth Advisors
Colorado
$572K +$553K +1,546 New
BIM
1984
Barton Investment Management
Pennsylvania
$571K -$68.3K -191 -11%
ACM
1985
Aster Capital Management
United Arab Emirates
$570K +$170K +476 +45%
AWM
1986
Austin Wealth Management
Texas
$570K -$1.07K -3 -0.2%
DAM
1987
Delta Asset Management
Tennessee
$569K – – –
BMWS
1988
Brady Martz Wealth Solutions
North Dakota
$568K -$70.9K -198 -11%
TFA
1989
Toth Financial Advisory
Virginia
$568K -$3.58K -10 -0.6%
FF
1990
Francis Financial
$566K -$24.7K -69 -4%
EGM
1991
Engineers Gate Manager
New York
$566K +$548K +1,531 New
R
1992
Rebalance
California
$564K -$21.5K -60 -4%
OCM
1993
Osterweis Capital Management
California
$564K – – –
IRC
1994
Investors Research Corp
Georgia
$564K -$17.9K -50 -3%
WA
1995
Wealthstar Advisors
Texas
$563K +$26.5K +74 +5%
PCM
1996
Polymer Capital Management
New York
$562K -$1.04M -2,896 -66%
OC
1997
Optima Capital
Oregon
$561K +$2.86K +8 +0.5%
MCM
1998
MV Capital Management
Maryland
$560K +$1.79K +5 +0.3%
VC
1999
Vicus Capital
Pennsylvania
$559K +$117K +327 +28%
AAS
2000
Annex Advisory Services
Wisconsin
$559K +$84.8K +237 +19%
78 79
80
81 82