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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WealthShield Partners
North Carolina
$441K +$2.54K +8 +0.6%
SN
2002
Sittner & Nelson
Oregon
$441K +$636 +2 +0.2%
A
2003
AlphaQuest
New York
$440K +$421K +1,324 New
SHJ
2004
Sharkey, Howes & Javer
Colorado
$439K – – –
AWP
2005
Accretive Wealth Partners
New Jersey
$438K +$3.18K +10 +0.8%
ARMT
2006
Amica Retiree Medical Trust
Rhode Island
$438K -$49.6K -156 -11%
CAL
2007
Capital Advisors Ltd
Ohio
$438K – – –
CFO
2008
CVA Family Office
Colorado
$434K +$33.1K +104 +9%
GA
2009
GSG Advisors
New Jersey
$434K +$420K +1,321 New
MMHP
2010
Murphy Middleton Hinkle & Parker
Georgia
$434K – – –
AFT
2011
Alpha Family Trust
California
$433K – – –
MBTD
2012
Mechanics Bank - Trust Department
California
$433K -$28.3K -89 -6%
KFA
2013
Kapstone Financial Advisors
Ohio
$433K – – –
IIA
2014
IPG Investment Advisors
California
$433K -$15.9K -50 -4%
GAMC
2015
Garner Asset Management Corp
Texas
$432K -$16.2K -51 -4%
ISWM
2016
Independent Solutions Wealth Management
New York
$432K – – –
FA
2017
Fagan Associates
New York
$432K – – –
ACI
2018
Alpha Cubed Investments
California
$429K +$88.4K +278 +27%
VWM
2019
Vigilare Wealth Management
Arizona
$429K – – –
KLCM
2020
KG&L Capital Management
Louisiana
$429K -$57.9K -182 -12%
BI
2021
Ballast Inc
Kentucky
$428K – – –
PG
2022
Prostatis Group
Maryland
$427K -$13K -41 -3%
PL
2023
Perpetual Ltd
Australia
$426K +$104K +328 +34%
SAA
2024
Southeast Asset Advisors
Georgia
$426K -$4.45K -14 -1%
WDC
2025
Woodward Diversified Capital
California
$425K -$2.86K -9 -0.7%
79 80
81
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