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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2001
Vigilare Wealth Management
Arizona
$371K -$27.3K -95 -7%
ATS
2002
Ashton Thomas Securities
New York
$371K +$26.1K +91 +8%
LSWP
2003
Liberty Square Wealth Partners
Pennsylvania
$371K +$343K +1,193 New
FTUS
2004
Flow Traders U.S.
New York
$371K +$359K +1,251 New
KB
2005
Kimelman & Baird
New York
$371K -$50.3K -175 -12%
TLA
2006
Tanglewood Legacy Advisors
Texas
$370K – – –
LW
2007
Libra Wealth
California
$370K -$15.8K -55 -4%
LWM
2008
Lionshead Wealth Management
New York
$369K +$357K +1,242 New
EWM
2009
EPG Wealth Management
Georgia
$368K -$18.7K -65 -5%
BSAM
2010
Blue Square Asset Management
New York
$368K – – –
FFA
2011
Florida Financial Advisors
Florida
$367K +$70.4K +245 +25%
VFA
2012
Voya Financial Advisors
Connecticut
$366K +$40.5K +141 +13%
TFF
2013
The Family Firm
Maryland
$365K +$575 +2 +0.2%
GFA
2014
Gallagher Fiduciary Advisors
Illinois
$365K +$353K +1,230 New
MHR
2015
Matthew Hamilton Rosenberg
$365K +$32.5K +113 +10%
PIP
2016
Peachtree Investment Partners
Florida
$365K -$51.7K -180 -13%
BTD
2017
BankPlus Trust Department
Mississippi
$364K +$353K +1,228 New
HIIFS
2018
Harel Insurance Investments & Financial Services
Israel
$364K +$2.3K +8 +0.7%
NFG
2019
Nations Financial Group
Iowa
$364K -$1.72K -6 -0.5%
AF
2020
Apollon Financial
South Carolina
$364K +$352K +1,225 New
HBT
2021
Heartland Bank & Trust
Illinois
$364K – – –
CSB
2022
City State Bank
Iowa
$363K +$3.73K +13 +1%
SWA
2023
SFMG Wealth Advisors
Texas
$363K +$351K +1,222 New
KFI
2024
Key Financial Inc
Pennsylvania
$363K – – –
WMP
2025
Wealth Management Partners
Arizona
$362K – – –
79 80
81
82 83