We are live on ! Find out more
AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
2001
Timber Creek Capital Management
Massachusetts
$24.7K -$8.29K -50 -25%
PCTC
2002
Perkins Coie Trust Company
Washington
$24.7K – – –
2L
2003
25 LLC
Missouri
$24.3K +$26.4K +159 New
CQS
2004
Credential Qtrade Securities
$23.6K – – –
SWM
2005
Sugarloaf Wealth Management
Georgia
$22.7K – – –
MFG
2006
Mendota Financial Group
Wisconsin
$20.9K +$11.9K +72 +180%
FCA
2007
Fortis Capital Advisors
Kansas
$19.8K – – –
AWM
2008
Abound Wealth Management
Tennessee
$19.6K +$9.12K +55 +86%
BCA
2009
Bray Capital Advisors
Florida
$17.8K – – –
CWM
2010
Cranbrook Wealth Management
Michigan
$17.3K – – –
LFA
2011
Level Financial Advisors
New York
$17.3K – – –
VWM
2012
Valley Wealth Managers
New Jersey
$17.3K – – –
IHWM
2013
Iron Horse Wealth Management
Iowa
$16.5K – – –
GWSG
2014
GPS Wealth Strategies Group
Colorado
$16.5K +$16.6K +100 New
WAS
2015
Winch Advisory Services
Wisconsin
$16K +$166 +1 +1%
OLVIG
2016
Oliver Lagore Vanvalin Investment Group
Michigan
$15.3K – – –
FGAM
2017
Financial Gravity Asset Management
Texas
$14.6K +$2.82K +17 +11%
JWM
2018
Janiczek Wealth Management
Colorado
$14.4K +$5.47K +33 +60%
BCMLT
2019
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K – – –
DWMG
2020
DB Wealth Management Group
California
$12.9K – – –
BWP
2021
Baldwin Wealth Partners
Massachusetts
$10.9K +$9.62K +58 +725%
SIC
2022
SJS Investment Consulting
Ohio
$10.7K +$1.49K +9 +16%
PPC
2023
Park Place Capital
Alabama
$10.7K +$1.49K +9 +16%
AWM
2024
Activest Wealth Management
Florida
$9.74K +$9.29K +56 New
HWM
2025
HighMark Wealth Management
Minnesota
$8.7K +$498 +3 +6%
79 80
81
82 83