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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1976
Versant Capital Management
Arizona
$577K +$39K +109 +8%
GI
1977
Gradient Investments
Minnesota
$576K -$211K -590 -27%
LI
1978
LMCG Investments
Massachusetts
$576K -$2.5K -7 -0.4%
OP
1979
Oslo Pensjonsforsikring
$576K – – –
NC
1980
North Capital
Utah
$575K -$54.4K -152 -9%
FBC
1981
Fairfield, Bush & Co
Connecticut
$575K -$8.95K -25 -2%
SIM
1982
Sentry Investment Management
Wisconsin
$575K – – –
PWA
1983
Physician Wealth Advisors
Utah
$575K +$11.5K +32 +2%
GIPW
1984
Granite Islands Private Wealth
Connecticut
$575K +$556K +1,553 New
BCFD
1985
Boit C.F. David
$573K – – –
CWA
1986
Crusonia Wealth Advisors
Colorado
$572K +$553K +1,546 New
BIM
1987
Barton Investment Management
Pennsylvania
$571K -$68.3K -191 -11%
WAU
1988
Wellington-Altus USA
Manitoba, Canada
$571K +$553K +1,544 New
ACM
1989
Aster Capital Management
United Arab Emirates
$570K +$170K +476 +45%
AWM
1990
Austin Wealth Management
Texas
$570K -$1.07K -3 -0.2%
DAM
1991
Delta Asset Management
Tennessee
$569K – – –
BMWS
1992
Brady Martz Wealth Solutions
North Dakota
$568K -$70.9K -198 -11%
TFA
1993
Toth Financial Advisory
Virginia
$568K -$3.58K -10 -0.6%
FF
1994
Francis Financial
$566K -$24.7K -69 -4%
EGM
1995
Engineers Gate Manager
New York
$566K +$548K +1,531 New
R
1996
Rebalance
California
$564K -$21.5K -60 -4%
OCM
1997
Osterweis Capital Management
California
$564K – – –
IRC
1998
Investors Research Corp
Georgia
$564K -$17.9K -50 -3%
WA
1999
Wealthstar Advisors
Texas
$563K +$26.5K +74 +5%
PCM
2000
Polymer Capital Management
New York
$562K -$1.04M -2,896 -66%
78 79
80
81 82