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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
2001
Jackson Grant Investment Advisers
Connecticut
$36K – – –
TCWA
2002
Ten Capital Wealth Advisors
Washington
$36K +$8.67K +48 +33%
FPB
2003
First PREMIER Bank
South Dakota
$34K – – –
AP
2004
Atwood & Palmer
Missouri
$33K +$31.6K +175 New
AFS
2005
Annapolis Financial Services
Maryland
$32K – – –
GEA
2006
Glen Eagle Advisors
New Jersey
$31.4K +$10.5K +58 +53%
AWMS
2007
Advocacy Wealth Management Services
Georgia
$31K +$9.03K +50 +44%
TFP
2008
Tilia Fiduciary Partners
North Carolina
$31K +$18.1K +100 +152%
TSWM
2009
Tyler-Stone Wealth Management
Ohio
$29K – – –
RA
2010
Rise Advisors
New York
$29K +$25.3K +140 +824%
IFA
2011
Interactive Financial Advisors
Illinois
$28K – – –
CAL
2012
Capital Advisors Ltd
Ohio
$28K +$542 +3 +2%
PCTC
2013
Perkins Coie Trust Company
Washington
$28K +$27.1K +150 New
BBPWM
2014
Blue Bell Private Wealth Management
Pennsylvania
$27K +$23.7K +131 +873%
SWM
2015
Sugarloaf Wealth Management
Georgia
$26K – – –
SCA
2016
Stuart Chaussee & Associates
California
$25K – – –
BA
2017
Bivin & Associates
Oklahoma
$24K -$26.5K -147 -54%
CWM
2018
Curi Wealth Management
North Carolina
$23K +$22K +122 +6,100%
AFIA
2019
America First Investment Advisors
Nebraska
$22K – – –
CIM
2020
Contravisory Investment Management
Massachusetts
$22K – – –
BCA
2021
Bray Capital Advisors
Florida
$20K – – –
LFA
2022
Level Financial Advisors
New York
$20K – – –
HIM
2023
Hillsdale Investment Management
Ontario, Canada
$19K -$32.5K -180 -64%
IHWM
2024
Iron Horse Wealth Management
Iowa
$19K – – –
CAGAS
2025
Capital Advisory Group Advisory Services
Minnesota
$19K +$18.1K +100 New
79 80
81
82 83