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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
1976
Agate Pass Investment Management
Washington
$475K – – –
WAM
1977
Walker Asset Management
Missouri
$474K +$21.1K +63 +4%
KFA
1978
Kapstone Financial Advisors
Ohio
$473K +$87.2K +260 +20%
MSWA
1979
Marshall & Sterling Wealth Advisors
New York
$472K -$81.5K -243 -13%
GIPW
1980
Granite Islands Private Wealth
Connecticut
$471K +$1.34K +4 +0.3%
EDRH
1981
Edmond de Rothschild Holding
Switzerland
$471K +$168K +500 +47%
SI
1982
Severin Investments
Missouri
$471K +$522K +1,557 New
FBC
1983
Fairfield, Bush & Co
Connecticut
$470K – – –
OL
1984
Owen LaRue
Kentucky
$470K +$521K +1,554 New
AWP
1985
Accretive Wealth Partners
New Jersey
$470K +$33.2K +99 +7%
RWP
1986
Revolve Wealth Partners
New Jersey
$470K +$31.2K +93 +6%
LI
1987
LMCG Investments
Massachusetts
$469K -$1.68K -5 -0.3%
LCGC
1988
Legacy Capital Group California
California
$468K -$135K -403 -21%
EWA
1989
Exencial Wealth Advisors
Oklahoma
$467K +$38.2K +114 +8%
PWM
1990
Pines Wealth Management
North Carolina
$466K -$93.9K -280 -15%
RFA
1991
Reyes Financial Architecture
California
$466K -$51.3K -153 -9%
DAM
1992
Delta Asset Management
Tennessee
$465K – – –
VGDSS
1993
VUB Generali dochodkova spravcovska spolocnost
$465K -$213K -634 -29%
IRC
1994
Investors Research Corp
Georgia
$464K +$3.35K +10 +0.7%
TFA
1995
Toth Financial Advisory
Virginia
$464K -$335 -1 -0.1%
AA
1996
Acorns Advisers
California
$463K +$131K +391 +34%
BIM
1997
Barton Investment Management
Pennsylvania
$461K -$6.37K -19 -1%
BCFD
1998
Boit C.F. David
$461K – – –
CA
1999
Commerce Advisors
Tennessee
$461K +$511K +1,525 New
LAM
2000
LECAP Asset Management
United Kingdom
$461K +$511K +1,523 New
78 79
80
81 82