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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
2001
Burton Enright Welch
California
$460K +$61.4K +183 +14%
HWMO
2002
Heritage Wealth Management (Ohio)
Ohio
$459K -$37.2K -111 -7%
OCM
2003
Osterweis Capital Management
California
$458K -$3.35K -10 -0.7%
OC
2004
Optima Capital
Oregon
$457K -$1.68K -5 -0.3%
MCM
2005
MV Capital Management
Maryland
$457K -$1.68K -5 -0.3%
EA
2006
Enclave Advisors
Texas
$456K -$696K -2,077 -58%
WPW
2007
Waldron Private Wealth
Pennsylvania
$456K +$38.2K +114 +8%
GI
2008
Gradient Investments
Minnesota
$456K -$17.4K -52 -3%
FMLI
2009
Fukoku Mutual Life Insurance
Japan
$455K -$394K -1,176 -44%
MA
2010
MJP Associates
Connecticut
$454K -$464K -1,384 -48%
HI
2011
HBK Investments
Texas
$454K +$503K +1,501 New
MUAMU
2012
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$454K -$838K -2,500 -63%
CA
2013
CSM Advisors
Pennsylvania
$454K -$43.6K -130 -8%
PAS
2014
Professional Advisory Services
Florida
$454K – – –
AAIM
2015
Asset Advisors Investment Management
Georgia
$454K – – –
WA1
2016
Wimmer Associates 1
California
$454K – – –
TNA
2017
True North Advisors
Texas
$452K -$68.1K -203 -12%
HFS
2018
Howard Financial Services
Texas
$452K +$13.1K +39 +3%
AA
2019
Aire Advisors
California
$451K +$4.02K +12 +0.8%
CIA
2020
Compass Ion Advisors
Pennsylvania
$451K -$671 -2 -0.1%
SCA
2021
Sandy Cove Advisors
Massachusetts
$451K +$2.01K +6 +0.4%
SWR
2022
Spahn Wealth & Retirement
Arizona
$450K – – –
PWA
2023
Physician Wealth Advisors
Utah
$447K -$25.5K -76 -5%
PFW
2024
Petros Family Wealth
Minnesota
$447K -$166K -494 -25%
CPA
2025
Capital Performance Advisors
California
$447K +$21.8K +65 +5%
79 80
81
82 83