We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2001
Manchester Financial
California
$145K +$145K +397 New
THWM
2002
Taylor Hoffman Wealth Management
Virginia
$141K – – –
AA
2003
AlphaMark Advisors
Kentucky
$140K +$16K +44 +13%
FGAM
2004
Financial Gravity Asset Management
Texas
$134K +$95.2K +261 +244%
TIM
2005
Tortoise Investment Management
New York
$133K +$21.9K +60 +20%
ECM
2006
Estabrook Capital Management
New York
$124K – – –
WG
2007
Welch Group
Alabama
$124K +$13.5K +37 +12%
TF
2008
TimeScale Financial
Massachusetts
$124K +$124K +341 New
APSP
2009
Asset Planning Services (Pennsylvania)
Pennsylvania
$120K +$729 +2 +0.6%
LPWM
2010
Lake Point Wealth Management
Texas
$116K – – –
WAS
2011
Winch Advisory Services
Wisconsin
$116K +$12K +33 +12%
NL
2012
NVWM LLC
Pennsylvania
$114K -$645K -1,769 -85%
CTB
2013
Country Trust Bank
Illinois
$114K -$3.28K -9 -3%
MFT
2014
Moisand Fitzgerald Tamayo
Florida
$113K – – –
IRC
2015
Investors Research Corp
Georgia
$112K – – –
LFG
2016
Larson Financial Group
Missouri
$112K +$365 +1 +0.3%
CWM
2017
Cranbrook Wealth Management
Michigan
$111K – – –
MIM
2018
Macroview Investment Management
Maryland
$111K – – –
SCA
2019
Stuart Chaussee & Associates
California
$110K +$10.9K +30 +11%
AIS
2020
Accurate Investment Solutions
Pennsylvania
$104K +$365 +1 +0.4%
MCM
2021
McMillion Capital Management
North Carolina
$104K +$104K +285 New
WC
2022
Whitnell & Co
Illinois
$100K -$31K -85 -24%
CA
2023
Centerpoint Advisors
Massachusetts
$100K – – –
BBA
2024
Braun-Bostich & Associates
Pennsylvania
$95K +$58.7K +161 +161%
APC
2025
Aspire Private Capital
North Carolina
$93K -$2.92K -8 -3%
79 80
81
82 83