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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2001
Concord Wealth Partners
Virginia
– -$177K -1,279 Closed
TCWM
2002
Total Clarity Wealth Management
Illinois
– -$114K -826 Closed
GGI
2003
Godsey & Gibb Inc
Virginia
– -$109K -785 Closed
BFG
2004
Baron Financial Group
New Jersey
– -$99.9K -721 Closed
CJL
2005
Cyrus J. Lawrence
New York
– -$98K -711 Closed
BMD
2006
Better Money Decisions
New Mexico
– -$86K -619 Closed
COCM
2007
Charter Oak Capital Management
New Hampshire
– -$73K -528 Closed
OPW
2008
Oxler Private Wealth
New York
– -$69.7K -502 Closed
TAIM
2009
TD Ameritrade Investment Management
Nebraska
– -$49K -351 Closed
WOSD
2010
WFA of San Diego
California
– -$41K -299 Closed
SWM
2011
Selective Wealth Management
Virginia
– -$35K -250 Closed
AIP
2012
Ahrens Investment Partners
Louisiana
– -$30K -217 Closed
BG
2013
Bollard Group
Massachusetts
– -$24K -171 Closed
JPLA
2014
Joseph P. Lucia & Associates
New York
– -$20K -146 Closed
GKIM
2015
GW&K Investment Management
Massachusetts
– -$12K -83 Closed
RIM
2016
Rockbridge Investment Management
New York
– -$9.29K -67 Closed
ARIS
2017
Advanced Research Investment Solutions
California
– -$8K -58 Closed
AWM
2018
Activest Wealth Management
Florida
– -$8K -56 Closed
RG
2019
Retirement Group
California
– -$7K -50 Closed
LS
2020
Leelyn Smith
Illinois
– -$6K -45 Closed
BI
2021
Bramshill Investments
Florida
– -$7K -42 Closed
SFG
2022
Steward Financial Group
Texas
– -$5K -42 Closed
CWM
2023
Curi Wealth Management
North Carolina
– -$5K -33 Closed
CM
2024
Caption Management
Oklahoma
– -$3.18K -21 Closed
TIM
2025
Tevis Investment Management
Texas
– -$3K -20 Closed
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