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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2001
Level Financial Advisors
New York
$18.3K – – –
VWM
2002
Valley Wealth Managers
New Jersey
$18.3K – – –
SCA
2003
Stuart Chaussee & Associates
California
$17.4K -$11.6K -72 -42%
TCCM
2004
Timber Creek Capital Management
Massachusetts
$17.4K -$8.07K -50 -33%
GWSG
2005
GPS Wealth Strategies Group
Colorado
$17.4K – – –
IHWM
2006
Iron Horse Wealth Management
Iowa
$17.4K – – –
WAS
2007
Winch Advisory Services
Wisconsin
$17K – – –
BCMLT
2008
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K +$161 +1 +1%
OIS
2009
Okabena Investment Services
Minnesota
$14.5K +$13.4K +83 New
DWMG
2010
DB Wealth Management Group
California
$13.6K – – –
PPC
2011
Park Place Capital
Alabama
$12K +$645 +4 +6%
BWP
2012
Baldwin Wealth Partners
Massachusetts
$11.5K – – –
OLVIG
2013
Oliver Lagore Vanvalin Investment Group
Michigan
$10.1K -$5.65K -35 -38%
TFGT
2014
TS Financial Group (TSFG)
Illinois
$10K +$2.9K +18 +43%
JWM
2015
Janiczek Wealth Management
Colorado
$9.23K -$5.65K -35 -40%
SIC
2016
SJS Investment Consulting
Ohio
$8.88K -$2.26K -14 -22%
ACM
2017
Antonetti Capital Management
Florida
$8.71K – – –
RG
2018
Retirement Group
California
$8.71K – – –
DI
2019
Disciplined Investments
Oklahoma
$8.36K +$1.13K +7 +17%
HCM
2020
Horrell Capital Management
Arkansas
$8K – – –
SWM
2021
Sugarloaf Wealth Management
Georgia
$7.32K -$15.3K -95 -69%
SHIM
2022
Stone House Investment Management
Pennsylvania
$7.29K – – –
HWM
2023
HighMark Wealth Management
Minnesota
$7.29K -$1.77K -11 -21%
RF
2024
Robinswood Financial
Washington
$7.14K +$6.62K +41 New
MFG
2025
Mendota Financial Group
Wisconsin
$6.97K -$11.6K -72 -64%
79 80
81
82 83