We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2001
Total Clarity Wealth Management
Illinois
– -$114K -826 Closed
GGI
2002
Godsey & Gibb Inc
Virginia
– -$109K -785 Closed
BFG
2003
Baron Financial Group
New Jersey
– -$99.9K -721 Closed
CJL
2004
Cyrus J. Lawrence
New York
– -$98K -711 Closed
BMD
2005
Better Money Decisions
New Mexico
– -$86K -619 Closed
COCM
2006
Charter Oak Capital Management
New Hampshire
– -$73K -528 Closed
OPW
2007
Oxler Private Wealth
New York
– -$69.7K -502 Closed
TAIM
2008
TD Ameritrade Investment Management
Nebraska
– -$49K -351 Closed
WOSD
2009
WFA of San Diego
California
– -$41K -299 Closed
SWM
2010
Selective Wealth Management
Virginia
– -$35K -250 Closed
AIP
2011
Ahrens Investment Partners
Louisiana
– -$30K -217 Closed
BG
2012
Bollard Group
Massachusetts
– -$24K -171 Closed
JPLA
2013
Joseph P. Lucia & Associates
New York
– -$20K -146 Closed
GKIM
2014
GW&K Investment Management
Massachusetts
– -$12K -83 Closed
RIM
2015
Rockbridge Investment Management
New York
– -$9.29K -67 Closed
ARIS
2016
Advanced Research Investment Solutions
California
– -$8K -58 Closed
AWM
2017
Activest Wealth Management
Florida
– -$8K -56 Closed
RG
2018
Retirement Group
California
– -$7K -50 Closed
LS
2019
Leelyn Smith
Illinois
– -$6K -45 Closed
BI
2020
Bramshill Investments
Florida
– -$7K -42 Closed
SFG
2021
Steward Financial Group
Texas
– -$5K -42 Closed
CWM
2022
Curi Wealth Management
North Carolina
– -$5K -33 Closed
CM
2023
Caption Management
Oklahoma
– -$3.18K -21 Closed
TIM
2024
Tevis Investment Management
Texas
– -$3K -20 Closed
SFCL
2025
Strengthening Families & Communities LLC
Massachusetts
– -$3K -18 Closed
78 79 80
81
82