We are live on ! Find out more
AAPL icon

Apple
AAPL

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
2001
Oak Harbor Wealth Partners
North Carolina
$9.81M +$156K +993 +1%
FWM
2002
Fairhaven Wealth Management
Illinois
$9.8M +$553K +3,525 +5%
CIG
2003
Cairn Investment Group
Washington
$9.8M – – –
TPA
2004
Trivium Point Advisory
Connecticut
$9.8M -$68.9K -439 -0.6%
CT
2005
Columbia Trust
Oregon
$9.79M -$157K -1,001 -1%
KMWM
2006
Keudell/Morrison Wealth Management
Oregon
$9.77M +$525K +3,346 +5%
CPWA
2007
Cerro Pacific Wealth Advisors
California
$9.76M +$301K +1,918 +3%
NAMA
2008
Nikko Asset Management Americas
New York
$9.75M +$21.8K +139 +0.2%
AW
2009
Alaethes Wealth
Nevada
$9.74M +$578K +3,685 +6%
GFPC
2010
Global Financial Private Client
Florida
$9.74M +$136K +866 +1%
FFM
2011
Fullerton Fund Management
Singapore
$9.73M +$9.76M +62,184 +753%
BDA
2012
Borer Denton & Associates
Pennsylvania
$9.72M +$379K +2,412 +4%
NWM
2013
Northcape Wealth Management
New York
$9.7M +$2.37M +15,113 +27%
FCA
2014
FLC Capital Advisors
California
$9.69M -$656K -4,179 -6%
ATIA
2015
American Trust Investment Advisors
New Hampshire
$9.68M -$835K -5,320 -7%
GU
2016
Georgetown University
District of Columbia
$9.67M +$14.6K +93 +0.1%
MCM
2017
Morton Capital Management
California
$9.67M +$413K +2,629 +4%
TWM
2018
Tanager Wealth Management
United Kingdom
$9.66M +$2.57M +16,374 +31%
TWM
2019
TriaGen Wealth Management
California
$9.65M +$74.6K +475 +0.7%
FMN
2020
Financial Management Network
California
$9.65M +$116K +736 +1%
FEG
2021
Financial Enhancement Group
Indiana
$9.65M -$689K -4,393 -6%
GCM
2022
Gables Capital Management
Florida
$9.64M -$65.1K -415 -0.6%
CQS
2023
Credential Qtrade Securities
$9.63M -$523K -3,333 -5%
BCPWM
2024
Bradley & Co Private Wealth Management
Florida
$9.63M +$528K +3,365 +5%
KWM
2025
Keebeck Wealth Management
Illinois
$9.61M +$481K +3,063 +5%
79 80
81
82 83