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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
2001
Investors Research Corp
Georgia
$519K – – –
CD
2002
Chapin Davis
Maryland
$518K -$140K -437 -22%
MCM
2003
MV Capital Management
Maryland
$518K +$6.4K +20 +1%
BCFD
2004
Boit C.F. David
$516K – – –
WCM
2005
Windsor Capital Management
Arizona
$516K -$80.7K -252 -14%
OC
2006
Optima Capital
Oregon
$515K +$3.84K +12 +0.8%
WCFA
2007
Walkner Condon Financial Advisors
Wisconsin
$514K +$59.2K +185 +14%
WPW
2008
Waldron Private Wealth
Pennsylvania
$513K +$3.2K +10 +0.7%
OCM
2009
Osterweis Capital Management
California
$512K – – –
PMSA
2010
Patrick M. Sweeney & Associates
Illinois
$512K +$36.8K +115 +8%
WFI
2011
West Family Investments
California
$510K +$12.8K +40 +3%
CA
2012
CSM Advisors
Pennsylvania
$510K +$2.24K +7 +0.5%
FMLI
2013
Fukoku Mutual Life Insurance
Japan
$509K – – –
HWMO
2014
Heritage Wealth Management (Ohio)
Ohio
$508K -$5.12K -16 -1%
WA1
2015
Wimmer Associates 1
California
$507K – – –
AGWCA
2016
Annis Gardner Whiting Capital Advisors
Florida
$506K +$141K +439 +41%
LWM
2017
Liberty Wealth Management
California
$506K – – –
GA
2018
Greenspring Advisors
Maryland
$506K +$40.7K +127 +9%
OPA
2019
Old Port Advisors
Maine
$505K +$46.7K +146 +11%
AA
2020
Aire Advisors
California
$505K – – –
SWR
2021
Spahn Wealth & Retirement
Arizona
$503K – – –
HC
2022
Hamilton Capital
Ohio
$503K +$128K +400 +37%
FC
2023
FORA Capital
Florida
$503K -$4.04M -12,626 -89%
SFWC
2024
Strategic Family Wealth Counselors
New Jersey
$502K -$57.6K -180 -11%
LC
2025
LCNB Corp
Ohio
$502K +$3.2K +10 +0.7%
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