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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
2001
BBR Partners
New York
$340K -$159K -537 -30%
CAG
2002
Centerpoint Advisory Group
Kansas
$340K – – –
MF
2003
Manchester Financial
California
$338K – – –
SCM
2004
Sterneck Capital Management
Missouri
$338K – – –
OCBCO
2005
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K +$114K +387 +45%
PWM
2006
Pinnacle Wealth Management
California
$338K -$2.13M -7,209 -85%
SWM
2007
Silverlake Wealth Management
Vermont
$337K -$591 -2 -0.2%
RAM
2008
Redmond Asset Management
Virginia
$337K – – –
VWM
2009
Vigilare Wealth Management
Arizona
$337K – – –
EGA
2010
E&G Advisors
Texas
$337K +$29.6K +100 +9%
KB
2011
Kimelman & Baird
New York
$336K – – –
CS
2012
Capital Square
Tennessee
$336K -$70.9K -240 -16%
MCM
2013
Mendel Capital Management
Arkansas
$336K -$5.03K -17 -1%
TLA
2014
Tanglewood Legacy Advisors
Texas
$336K – – –
LW
2015
Libra Wealth
California
$335K – – –
BSAM
2016
Blue Square Asset Management
New York
$334K – – –
SAM
2017
Secure Asset Management
Michigan
$333K +$68.6K +232 +23%
SWA
2018
SFMG Wealth Advisors
Texas
$333K +$4.14K +14 +1%
TFF
2019
The Family Firm
Maryland
$332K +$887 +3 +0.2%
RSVP
2020
Ramsay Stattman Vela & Price
Colorado
$331K +$364K +1,231 New
HIIFS
2021
Harel Insurance Investments & Financial Services
Israel
$331K +$1.48K +5 +0.4%
VCM
2022
Versant Capital Management
Arizona
$331K +$5.62K +19 +2%
VAS
2023
Vestmark Advisory Solutions
Massachusetts
$330K -$31K -105 -8%
KFA
2024
Kapstone Financial Advisors
Ohio
$330K – – –
FCM
2025
Firestone Capital Management
Florida
$330K +$2.96K +10 +0.8%
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