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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
2001
Patrick M. Sweeney & Associates
Illinois
$407K +$57.7K +205 +20%
HC
2002
Hamilton Capital
Ohio
$407K +$17.7K +63 +5%
WMA
2003
West Michigan Advisors
Michigan
$406K +$13.8K +49 +4%
DJYG
2004
David J. Yvars Group
Florida
$405K +$139K +495 +64%
AMG
2005
Advisors Management Group
Wisconsin
$405K -$7.32K -26 -2%
EPP
2006
ETF Portfolio Partners
Kansas
$405K – – –
MHR
2007
Matthew Hamilton Rosenberg
$405K +$15.5K +55 +5%
PWP
2008
Phillips Wealth Planners
Mississippi
$404K -$36K -128 -9%
MCM
2009
Mainstream Capital Management
California
$404K -$844 -3 -0.2%
AWA
2010
Alta Wealth Advisors
Massachusetts
$403K -$10.4K -37 -3%
AWAU
2011
Alliance Wealth Advisors (Utah)
Utah
$402K +$32.6K +116 +10%
MF
2012
Manchester Financial
California
$401K – – –
SCM
2013
Sterneck Capital Management
Missouri
$401K – – –
BP
2014
BBR Partners
New York
$401K -$1.97K -7 -0.6%
HPM
2015
Hoxton Planning & Management
West Virginia
$401K +$14.1K +50 +4%
LW
2016
Libra Wealth
California
$400K +$2.81K +10 +0.8%
CMTU
2017
Capital Markets Trading (UK)
United Kingdom
$399K +$352K +1,251 New
KB
2018
Kimelman & Baird
New York
$399K – – –
CAM
2019
Claret Asset Management
Quebec, Canada
$398K -$71.8K -255 -17%
TLA
2020
Tanglewood Legacy Advisors
Texas
$398K – – –
NL
2021
NWAM LLC
Washington
$396K -$5.35K -19 -1%
BSAM
2022
Blue Square Asset Management
New York
$396K – – –
BWP
2023
Burling Wealth Partners
Illinois
$395K +$349K +1,239 New
WG
2024
Wealth Group
North Carolina
$395K -$209K -742 -37%
OPA
2025
Old Port Advisors
Maine
$395K +$20.5K +73 +6%
79 80
81
82 83