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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
2001
GeoWealth Management
Illinois
$26K -$1.82K -11 -7%
TCM
2002
Tradewinds Capital Management
Washington
$24.7K – – –
TCCM
2003
Timber Creek Capital Management
Massachusetts
$24.7K -$8.29K -50 -25%
PCTC
2004
Perkins Coie Trust Company
Washington
$24.7K – – –
2L
2005
25 LLC
Missouri
$24.3K +$26.4K +159 New
CQS
2006
Credential Qtrade Securities
$23.6K – – –
SWM
2007
Sugarloaf Wealth Management
Georgia
$22.7K – – –
MFG
2008
Mendota Financial Group
Wisconsin
$20.9K +$11.9K +72 +180%
FCA
2009
Fortis Capital Advisors
Kansas
$19.8K – – –
AWM
2010
Abound Wealth Management
Tennessee
$19.6K +$9.12K +55 +86%
BCA
2011
Bray Capital Advisors
Florida
$17.8K – – –
CWM
2012
Cranbrook Wealth Management
Michigan
$17.3K – – –
LFA
2013
Level Financial Advisors
New York
$17.3K – – –
VWM
2014
Valley Wealth Managers
New Jersey
$17.3K – – –
IHWM
2015
Iron Horse Wealth Management
Iowa
$16.5K – – –
GWSG
2016
GPS Wealth Strategies Group
Colorado
$16.5K +$16.6K +100 New
WAS
2017
Winch Advisory Services
Wisconsin
$16K +$166 +1 +1%
OLVIG
2018
Oliver Lagore Vanvalin Investment Group
Michigan
$15.3K – – –
JWM
2019
Janiczek Wealth Management
Colorado
$14.4K +$5.47K +33 +60%
BCMLT
2020
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K – – –
DWMG
2021
DB Wealth Management Group
California
$12.9K – – –
BWP
2022
Baldwin Wealth Partners
Massachusetts
$10.9K +$9.62K +58 +725%
SIC
2023
SJS Investment Consulting
Ohio
$10.7K +$1.49K +9 +16%
PPC
2024
Park Place Capital
Alabama
$10.7K +$1.49K +9 +16%
AWM
2025
Activest Wealth Management
Florida
$9.74K +$9.29K +56 New
79 80
81
82 83