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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GIPW
1976
Granite Islands Private Wealth
Connecticut
$471K +$1.34K +4 +0.3%
EDRH
1977
Edmond de Rothschild Holding
Switzerland
$471K +$168K +500 +47%
SI
1978
Severin Investments
Missouri
$471K +$522K +1,557 New
FBC
1979
Fairfield, Bush & Co
Connecticut
$470K – – –
OL
1980
Owen LaRue
Kentucky
$470K +$521K +1,554 New
AWP
1981
Accretive Wealth Partners
New Jersey
$470K +$33.2K +99 +7%
RWP
1982
Revolve Wealth Partners
New Jersey
$470K +$31.2K +93 +6%
LI
1983
LMCG Investments
Massachusetts
$469K -$1.68K -5 -0.3%
LCGC
1984
Legacy Capital Group California
California
$468K -$135K -403 -21%
EWA
1985
Exencial Wealth Advisors
Oklahoma
$467K +$38.2K +114 +8%
PWM
1986
Pines Wealth Management
North Carolina
$466K -$93.9K -280 -15%
RFA
1987
Reyes Financial Architecture
California
$466K -$51.3K -153 -9%
DAM
1988
Delta Asset Management
Tennessee
$465K – – –
VGDSS
1989
VUB Generali dochodkova spravcovska spolocnost
$465K -$213K -634 -29%
IRC
1990
Investors Research Corp
Georgia
$464K +$3.35K +10 +0.7%
TFA
1991
Toth Financial Advisory
Virginia
$464K -$335 -1 -0.1%
AA
1992
Acorns Advisers
California
$463K +$131K +391 +34%
BIM
1993
Barton Investment Management
Pennsylvania
$461K -$6.37K -19 -1%
BCFD
1994
Boit C.F. David
$461K – – –
CA
1995
Commerce Advisors
Tennessee
$461K +$511K +1,525 New
LAM
1996
LECAP Asset Management
United Kingdom
$461K +$511K +1,523 New
BEW
1997
Burton Enright Welch
California
$460K +$61.4K +183 +14%
HWMO
1998
Heritage Wealth Management (Ohio)
Ohio
$459K -$37.2K -111 -7%
OCM
1999
Osterweis Capital Management
California
$458K -$3.35K -10 -0.7%
OC
2000
Optima Capital
Oregon
$457K -$1.68K -5 -0.3%
78 79
80
81 82