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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Drive Wealth Management
Utah
$530K +$29.5K +92 +6%
WA
2002
Wealthstar Advisors
Texas
$529K +$42.3K +132 +9%
TNA
2003
True North Advisors
Texas
$528K +$20.8K +65 +4%
GIPW
2004
Granite Islands Private Wealth
Connecticut
$527K – – –
VW
2005
Vantus Wealth
Pennsylvania
$526K +$498K +1,555 New
CPC
2006
Consolidated Planning Corp
Georgia
$525K -$9.93K -31 -2%
DP
2007
DDD Partners
Washington
$524K -$20.8K -65 -4%
EFG
2008
Ethos Financial Group
Pennsylvania
$524K +$166K +519 +49%
OL
2009
Optas LLC
Texas
$524K +$25.3K +79 +5%
MFS
2010
Mirabella Financial Services
United Kingdom
$523K +$47.1K +147 +11%
LI
2011
LMCG Investments
Massachusetts
$522K -$2.88K -9 -0.6%
CAM
2012
CPA Asset Management
Florida
$521K -$9.93K -31 -2%
CA
2013
Commerce Advisors
Tennessee
$521K +$5.12K +16 +1%
DAM
2014
Delta Asset Management
Tennessee
$520K – – –
VGDSS
2015
VUB Generali dochodkova spravcovska spolocnost
$520K – – –
TFA
2016
Toth Financial Advisory
Virginia
$519K +$640 +2 +0.1%
IRC
2017
Investors Research Corp
Georgia
$519K – – –
CD
2018
Chapin Davis
Maryland
$518K -$140K -437 -22%
MCM
2019
MV Capital Management
Maryland
$518K +$6.4K +20 +1%
BCFD
2020
Boit C.F. David
$516K – – –
WCM
2021
Windsor Capital Management
Arizona
$516K -$80.7K -252 -14%
OC
2022
Optima Capital
Oregon
$515K +$3.84K +12 +0.8%
WCFA
2023
Walkner Condon Financial Advisors
Wisconsin
$514K +$59.2K +185 +14%
WPW
2024
Waldron Private Wealth
Pennsylvania
$513K +$3.2K +10 +0.7%
OCM
2025
Osterweis Capital Management
California
$512K – – –
79 80
81
82 83