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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Stockman Wealth Management
Montana
$342K -$3.84K -13 -1%
MCM
2002
Mainstream Capital Management
California
$342K -$3.55K -12 -0.9%
RA
2003
Ruggaard & Associates
Ohio
$342K – – –
EPP
2004
ETF Portfolio Partners
Kansas
$341K – – –
BP
2005
BBR Partners
New York
$340K -$159K -537 -30%
CAG
2006
Centerpoint Advisory Group
Kansas
$340K – – –
MF
2007
Manchester Financial
California
$338K – – –
SCM
2008
Sterneck Capital Management
Missouri
$338K – – –
OCBCO
2009
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K +$114K +387 +45%
PWM
2010
Pinnacle Wealth Management
California
$338K -$2.13M -7,209 -85%
SWM
2011
Silverlake Wealth Management
Vermont
$337K -$591 -2 -0.2%
RAM
2012
Redmond Asset Management
Virginia
$337K – – –
VWM
2013
Vigilare Wealth Management
Arizona
$337K – – –
EGA
2014
E&G Advisors
Texas
$337K +$29.6K +100 +9%
KB
2015
Kimelman & Baird
New York
$336K – – –
CS
2016
Capital Square
Tennessee
$336K -$70.9K -240 -16%
MCM
2017
Mendel Capital Management
Arkansas
$336K -$5.03K -17 -1%
TLA
2018
Tanglewood Legacy Advisors
Texas
$336K – – –
LW
2019
Libra Wealth
California
$335K – – –
BSAM
2020
Blue Square Asset Management
New York
$334K – – –
SAM
2021
Secure Asset Management
Michigan
$333K +$68.6K +232 +23%
SWA
2022
SFMG Wealth Advisors
Texas
$333K +$4.14K +14 +1%
TFF
2023
The Family Firm
Maryland
$332K +$887 +3 +0.2%
RSVP
2024
Ramsay Stattman Vela & Price
Colorado
$331K +$364K +1,231 New
HIIFS
2025
Harel Insurance Investments & Financial Services
Israel
$331K +$1.48K +5 +0.4%
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