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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
A
2001
AlphaQuest
New York
$440K +$421K +1,324 New
SHJ
2002
Sharkey, Howes & Javer
Colorado
$439K – – –
AWP
2003
Accretive Wealth Partners
New Jersey
$438K +$3.18K +10 +0.8%
ARMT
2004
Amica Retiree Medical Trust
Rhode Island
$438K -$49.6K -156 -11%
CAL
2005
Capital Advisors Ltd
Ohio
$438K – – –
CFO
2006
CVA Family Office
Colorado
$434K +$33.1K +104 +9%
GA
2007
GSG Advisors
New Jersey
$434K +$420K +1,321 New
MMHP
2008
Murphy Middleton Hinkle & Parker
Georgia
$434K – – –
AFT
2009
Alpha Family Trust
California
$433K – – –
MBTD
2010
Mechanics Bank - Trust Department
California
$433K -$28.3K -89 -6%
KFA
2011
Kapstone Financial Advisors
Ohio
$433K – – –
IIA
2012
IPG Investment Advisors
California
$433K -$15.9K -50 -4%
GAMC
2013
Garner Asset Management Corp
Texas
$432K -$16.2K -51 -4%
ISWM
2014
Independent Solutions Wealth Management
New York
$432K – – –
FA
2015
Fagan Associates
New York
$432K – – –
ACI
2016
Alpha Cubed Investments
California
$429K +$88.4K +278 +27%
VWM
2017
Vigilare Wealth Management
Arizona
$429K – – –
KLCM
2018
KG&L Capital Management
Louisiana
$429K -$57.9K -182 -12%
BI
2019
Ballast Inc
Kentucky
$428K – – –
PG
2020
Prostatis Group
Maryland
$427K -$13K -41 -3%
PL
2021
Perpetual Ltd
Australia
$426K +$104K +328 +34%
SAA
2022
Southeast Asset Advisors
Georgia
$426K -$4.45K -14 -1%
WDC
2023
Woodward Diversified Capital
California
$425K -$2.86K -9 -0.7%
MHR
2024
Matthew Hamilton Rosenberg
$425K +$3.18K +10 +0.8%
SH
2025
SLT Holdings
Arizona
$425K +$86.2K +271 +27%
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