AXP icon

American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2001
Optima Capital
Oregon
$561K +$2.86K +8 +0.5%
MCM
2002
MV Capital Management
Maryland
$560K +$1.79K +5 +0.3%
VC
2003
Vicus Capital
Pennsylvania
$559K +$117K +327 +28%
AAS
2004
Annex Advisory Services
Wisconsin
$559K +$84.8K +237 +19%
JIP
2005
Jaffetilchin Investment Partners
Florida
$558K +$1.07K +3 +0.2%
WCFA
2006
Walkner Condon Financial Advisors
Wisconsin
$557K +$46.2K +129 +9%
MPIA
2007
Mountain Pacific Investment Advisers
Idaho
$557K – – –
WAM
2008
Walker Asset Management
Missouri
$557K +$716 +2 +0.1%
PCM
2009
Princeton Capital Management
New Jersey
$556K +$5.01K +14 +0.9%
PAS
2010
Professional Advisory Services
Florida
$555K – – –
AAIM
2011
Asset Advisors Investment Management
Georgia
$555K – – –
BI
2012
Bramshill Investments
Florida
$555K – – –
HP
2013
Holowesko Partners
Bahamas
$555K – – –
WA1
2014
Wimmer Associates 1
California
$555K – – –
PIP
2015
Peachtree Investment Partners
Florida
$554K +$128K +357 +31%
CIA
2016
Compass Ion Advisors
Pennsylvania
$553K -$4.65K -13 -0.9%
AWA
2017
Amplius Wealth Advisors
Pennsylvania
$552K +$7.87K +22 +1%
RWPA
2018
Richard W. Paul & Associates
Michigan
$551K -$42.9K -120 -7%
SWR
2019
Spahn Wealth & Retirement
Arizona
$550K -$4.29K -12 -0.8%
KOC
2020
Koss-Olinger Consulting
Florida
$550K +$6.44K +18 +1%
SCA
2021
Sandy Cove Advisors
Massachusetts
$550K +$8.59K +24 +2%
DWM
2022
Drive Wealth Management
Utah
$548K +$19.3K +54 +4%
AA
2023
Aire Advisors
California
$548K – – –
FBFS
2024
First Business Financial Services
Wisconsin
$545K +$1.43K +4 +0.3%
SOW
2025
State of Wyoming
Wyoming
$544K -$195K -546 -27%
79 80
81
82 83