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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
2001
First PREMIER Bank
South Dakota
$34K – – –
AP
2002
Atwood & Palmer
Missouri
$33K +$31.6K +175 New
AFS
2003
Annapolis Financial Services
Maryland
$32K – – –
GEA
2004
Glen Eagle Advisors
New Jersey
$31.4K +$10.5K +58 +53%
AWMS
2005
Advocacy Wealth Management Services
Georgia
$31K +$9.03K +50 +44%
TFP
2006
Tilia Fiduciary Partners
North Carolina
$31K +$18.1K +100 +152%
TSWM
2007
Tyler-Stone Wealth Management
Ohio
$29K – – –
RA
2008
Rise Advisors
New York
$29K +$25.3K +140 +824%
IFA
2009
Interactive Financial Advisors
Illinois
$28K – – –
CAL
2010
Capital Advisors Ltd
Ohio
$28K +$542 +3 +2%
PCTC
2011
Perkins Coie Trust Company
Washington
$28K +$27.1K +150 New
BBPWM
2012
Blue Bell Private Wealth Management
Pennsylvania
$27K +$23.7K +131 +873%
SWM
2013
Sugarloaf Wealth Management
Georgia
$26K – – –
SCA
2014
Stuart Chaussee & Associates
California
$25K – – –
FGAM
2015
Financial Gravity Asset Management
Texas
$24.8K +$555K +3,075 +67%
BA
2016
Bivin & Associates
Oklahoma
$24K -$26.5K -147 -54%
CWM
2017
Curi Wealth Management
North Carolina
$23K +$22K +122 +6,100%
AFIA
2018
America First Investment Advisors
Nebraska
$22K – – –
CIM
2019
Contravisory Investment Management
Massachusetts
$22K – – –
BCA
2020
Bray Capital Advisors
Florida
$20K – – –
LFA
2021
Level Financial Advisors
New York
$20K – – –
HIM
2022
Hillsdale Investment Management
Ontario, Canada
$19K -$32.5K -180 -64%
IHWM
2023
Iron Horse Wealth Management
Iowa
$19K – – –
CAGAS
2024
Capital Advisory Group Advisory Services
Minnesota
$19K +$18.1K +100 New
POIA
2025
Pin Oak Investment Advisors
Texas
$17K – – –
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