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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
2001
Western Pacific Wealth Management
Illinois
$119K +$102K +634 New
MME
2002
Meag Munich Ergo
Germany
$118K +$101K +628 New
HFS
2003
Hantz Financial Services
Michigan
$113K +$1.77K +11 +2%
TFM
2004
TFC Financial Management
Massachusetts
$113K -$161 -1 -0.2%
SNB
2005
Security National Bank
Nebraska
$112K +$96.6K +600 New
CC
2006
Centiva Capital
New York
$110K -$2.89M -17,979 -97%
SL
2007
Salomon & Ludwin
Virginia
$110K – – –
SIS
2008
Strategic Investment Solutions
Illinois
$109K -$1.47M -9,154 -94%
CAC
2009
Core Alternative Capital
Georgia
$108K -$9.18K -57 -9%
ASBI
2010
American State Bank (Iowa)
Iowa
$107K – – –
FPF
2011
First Pacific Financial
Washington
$105K – – –
WCMN
2012
Westchester Capital Management (Nebraska)
Nebraska
$105K – – –
PCMC
2013
Planning Capital Management Corporation
Pennsylvania
$102K +$87.6K +544 New
AF
2014
Advisornet Financial
Minnesota
$100K +$11.4K +71 +15%
B
2015
Birchbrook
Maine
$100K +$86K +534 New
SGC
2016
Slocum, Gordon & Co
Rhode Island
$99.9K – – –
BHWM
2017
Beaird Harris Wealth Management
Texas
$98.1K +$3.86K +24 +5%
MWA
2018
Moser Wealth Advisors
Washington
$97.4K +$83.7K +520 New
AA
2019
AlphaMark Advisors
Kentucky
$97K – – –
WPA
2020
West Paces Advisors
Georgia
$95.9K +$2.42K +15 +3%
FG
2021
Fairman Group
Pennsylvania
$95.5K +$82.1K +510 New
CWAF
2022
Core Wealth Advisors (Florida)
Florida
$93.1K -$7.08K -44 -8%
BWL
2023
Bogart Wealth LLC
Virginia
$90.6K +$1.93K +12 +3%
JAM
2024
JCIC Asset Management
Ontario, Canada
$88K – – –
AGWCA
2025
Annis Gardner Whiting Capital Advisors
Florida
$87.9K +$483 +3 +0.6%
79 80
81
82 83