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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BRC
2001
Bell Rock Capital
Delaware
-$1.58M -9,020 Closed
SC
2002
SRB Corp
Massachusetts
-$1.27M -7,694 Closed
JI
2003
Jeereddi Investments
California
-$1.36M -7,273 Closed
CCM
2004
Compton Capital Management
Rhode Island
-$1.11M -5,925 Closed
Walleye Capital
2005
Walleye Capital
New York
-$1.07M -5,750 Closed
BIP
2006
Blueprint Investment Partners
North Carolina
-$1.07M -5,743 Closed
UFF
2007
USA Financial Formulas
Michigan
-$996K -5,328 Closed
MCM
2008
Manchester Capital Management
Vermont
-$994K -5,313 Closed
AI
2009
AdvisorShares Investments
Maryland
-$875K -4,677 Closed
FPA
2010
First Pacific Advisors
California
-$673K -3,600 Closed
SPWM
2011
Spartan Planning & Wealth Management
North Carolina
-$592K -3,167 Closed
TLCM
2012
Twin Lakes Capital Management
California
-$550K -2,941 Closed
TDC
2013
Thompson Davis & Co
Virginia
-$538K -2,877 Closed
XWM
2014
Xcel Wealth Management
Florida
-$464K -2,480 Closed
AC
2015
ASB Consultores
Florida
-$443K -2,367 Closed
WIA
2016
Westbourne Investment Advisors
Maryland
-$437K -2,338 Closed
BPC
2017
Banque Pictet & Cie
Switzerland
-$430K -2,300 Closed
OAM
2018
Oak Asset Management
California
-$422K -2,259 Closed
HI
2019
Humankind Investments
New York
-$416K -2,225 Closed
ONGA
2020
O'Neil Global Advisors
California
-$411K -2,200 Closed
Rafferty Asset Management
2021
Rafferty Asset Management
New York
-$398K -2,131 Closed
BAS
2022
Brown Advisory Securities
Maryland
-$381K -2,033 Closed
CA
2023
Cumberland Advisors
Florida
-$374K -2,000 Closed
GHA
2024
GW Henssler & Associates
Georgia
-$370K -1,979 Closed
EA
2025
Echo45 Advisors
California
-$356K -1,906 Closed