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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
2001
Colton Groome Financial Advisors
North Carolina
$251K – – –
GJIA
2002
Glass Jacobson Investment Advisors
Maryland
$251K – – –
DFA
2003
Delta Financial Advisors
Louisiana
$250K -$6.95K -30 -3%
BA
2004
Bristlecone Advisors
Washington
$249K – – –
PA
2005
Probity Advisors
Texas
$249K -$232 -1 -0.1%
QT
2006
Quantbot Technologies
New York
$248K +$248K +1,070 New
CCIA
2007
Campbell & Co Investment Adviser
Maryland
$247K -$241K -1,041 -49%
CPP
2008
Capasso Planning Partners
South Carolina
$247K +$247K +1,067 New
NFG
2009
Nadler Financial Group
Illinois
$247K – – –
JDR
2010
Jay D. Rosenbaum
$246K – – –
PIAS
2011
PCA Investment Advisory Services
Ohio
$246K -$695 -3 -0.3%
PMSA
2012
Patrick M. Sweeney & Associates
Illinois
$246K +$5.79K +25 +2%
LWA
2013
Lineweaver Wealth Advisors
Ohio
$245K +$245K +1,058 New
CWA
2014
CJM Wealth Advisers
Virginia
$245K – – –
OPPS
2015
Obsidian Personal Planning Solutions
Maryland
$245K -$4.4K -19 -2%
FAM
2016
Family Asset Management
South Carolina
$245K +$20.4K +88 +9%
BWA
2017
Blodgett Wealth Advisors
California
$245K – – –
OL
2018
Optas LLC
Texas
$244K +$10.9K +47 +5%
MPW
2019
Monterey Private Wealth
California
$243K +$243K +1,051 New
LS
2020
Livforsakringsbolaget Skandia
Sweden
$243K -$92.6K -400 -28%
A
2021
AJOVista
Massachusetts
$243K – – –
HWP
2022
Hibernia Wealth Partners
Louisiana
$242K +$243K +1,048 New
OR
2023
Olympiad Research
Connecticut
$242K +$242K +1,047 New
CA
2024
Claris Advisors
Missouri
$241K +$4.17K +18 +2%
IBOK
2025
Independence Bank of Kentucky
Kentucky
$241K – – –
79 80
81
82 83