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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
MV Capital Management
Maryland
$457K -$1.68K -5 -0.3%
EA
2002
Enclave Advisors
Texas
$456K -$696K -2,077 -58%
WPW
2003
Waldron Private Wealth
Pennsylvania
$456K +$38.2K +114 +8%
GI
2004
Gradient Investments
Minnesota
$456K -$17.4K -52 -3%
FMLI
2005
Fukoku Mutual Life Insurance
Japan
$455K -$394K -1,176 -44%
MA
2006
MJP Associates
Connecticut
$454K -$464K -1,384 -48%
HI
2007
HBK Investments
Texas
$454K +$503K +1,501 New
MUAMU
2008
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$454K -$838K -2,500 -63%
CA
2009
CSM Advisors
Pennsylvania
$454K -$43.6K -130 -8%
PAS
2010
Professional Advisory Services
Florida
$454K – – –
AAIM
2011
Asset Advisors Investment Management
Georgia
$454K – – –
WA1
2012
Wimmer Associates 1
California
$454K – – –
TNA
2013
True North Advisors
Texas
$452K -$68.1K -203 -12%
HFS
2014
Howard Financial Services
Texas
$452K +$13.1K +39 +3%
AA
2015
Aire Advisors
California
$451K +$4.02K +12 +0.8%
CIA
2016
Compass Ion Advisors
Pennsylvania
$451K -$671 -2 -0.1%
SCA
2017
Sandy Cove Advisors
Massachusetts
$451K +$2.01K +6 +0.4%
SWR
2018
Spahn Wealth & Retirement
Arizona
$450K – – –
PWA
2019
Physician Wealth Advisors
Utah
$447K -$25.5K -76 -5%
PFW
2020
Petros Family Wealth
Minnesota
$447K -$166K -494 -25%
CPA
2021
Capital Performance Advisors
California
$447K +$21.8K +65 +5%
AWA
2022
Amplius Wealth Advisors
Pennsylvania
$446K -$5.03K -15 -1%
DWM
2023
Drive Wealth Management
Utah
$446K -$2.01K -6 -0.4%
YDMI
2024
Y.D. More Investments
Israel
$446K +$114K +340 +30%
LC
2025
LCNB Corp
Ohio
$446K +$27.2K +81 +6%
79 80
81
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