We are live on ! Find out more
AAPL icon

Apple
AAPL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2001
Blodgett Wealth Advisors
California
$9.3M +$11.3K +79 +0.1%
UHC
2002
Union Heritage Capital
Michigan
$9.29M -$357K -2,500 -3%
LWMM
2003
Legacy Wealth Management (Mississippi)
Mississippi
$9.28M -$85.7K -600 -0.8%
MCM
2004
McDonough Capital Management
Florida
$9.27M +$53K +371 +0.5%
DAM
2005
Doheny Asset Management
California
$9.27M -$2.76M -19,288 -21%
FAG
2006
Fortitude Advisory Group
Washington
$9.26M +$289K +2,024 +3%
OHWP
2007
Oak Harbor Wealth Partners
North Carolina
$9.25M +$29.7K +208 +0.3%
KFS
2008
Kaizen Financial Strategies
California
$9.22M -$69.9K -489 -0.7%
UF
2009
Univest Financial
Pennsylvania
$9.21M -$170K -1,187 -2%
MPIM
2010
McGinn Penninger Investment Management
Virginia
$9.21M -$31K -217 -0.3%
SC
2011
Settian Capital
New York
$9.21M +$958K +6,700 +10%
NDSI
2012
Newman Dignan & Sheerar Inc
Rhode Island
$9.21M -$81.7K -572 -0.8%
CCP
2013
Clough Capital Partners
Massachusetts
$9.21M -$31.3M -219,100 -76%
V
2014
VeraBank
Texas
$9.2M -$54.4K -381 -0.5%
GFPC
2015
Global Financial Private Client
Florida
$9.19M +$337K +2,356 +3%
KCM
2016
KRS Capital Management
Michigan
$9.18M -$146K -1,024 -1%
FFS
2017
Founders Financial Securities
Maryland
$9.18M -$712K -4,984 -7%
BCG
2018
Breakwater Capital Group
New Jersey
$9.18M +$10.1M +70,647 New
CPWA
2019
Cerro Pacific Wealth Advisors
California
$9.18M +$1.86K +13 +0%
AG
2020
Advocate Group
Minnesota
$9.17M -$274K -1,920 -3%
FWM
2021
Fairhaven Wealth Management
Illinois
$9.15M -$67.9K -475 -0.7%
BC
2022
Brio Consultants
California
$9.14M -$1.07M -7,480 -10%
LAIC
2023
Lederer & Associates Investment Counsel
California
$9.14M -$244K -1,705 -2%
KNW
2024
Kesler Norman & Wride
Utah
$9.14M -$457K -3,198 -4%
DWM
2025
Darwin Wealth Management
Florida
$9.13M -$604K -4,227 -6%
79 80
81
82 83