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Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WealthShield Partners
North Carolina
– -$320K -1,670 Closed
SDH
2002
Sloy Dahl & Holst
Washington
– -$317K -1,659 Closed
BBL
2003
Beck Bode LLC
Massachusetts
– -$311K -1,626 Closed
LF
2004
Lantz Financial
Illinois
– -$311K -1,625 Closed
HFG
2005
Heron Financial Group
New York
– -$309K -1,616 Closed
MM
2006
Meridian Management
Arkansas
– -$342K -1,605 Closed
IFO
2007
Independent Family Office
New York
– -$306K -1,600 Closed
SW
2008
Simplicity Wealth
New Jersey
– -$303K -1,583 Closed
DPI
2009
Diversified Portfolios Inc
Michigan
– -$298K -1,558 Closed
JSW
2010
Journey Strategic Wealth
New Jersey
– -$297K -1,552 Closed
OAM
2011
Oak Asset Management
California
– -$295K -1,540 Closed
BOH
2012
Bank of Hawaii
Hawaii
– -$292K -1,527 Closed
P
2013
Pitcairn
Pennsylvania
– -$291K -1,519 Closed
AF
2014
Aldebaran Financial
– -$288K -1,505 Closed
AGM
2015
Alpine Global Management
New York
– -$288K -1,505 Closed
FA
2016
Faithward Advisors
Pennsylvania
– -$287K -1,501 Closed
GHAM
2017
Gilman Hill Asset Management
Connecticut
– -$287K -1,499 Closed
TI
2018
TTP Investments
California
– -$286K -1,492 Closed
PFM
2019
Peak Financial Management
Massachusetts
– -$285K -1,490 Closed
MIA
2020
MainStreet Investment Advisors
Illinois
– -$281K -1,467 Closed
BW
2021
Bison Wealth
Georgia
– -$279K -1,458 Closed
HAC
2022
Harbor Advisory Corp
New Hampshire
– -$279K -1,455 Closed
NRI
2023
NFP Retirement Inc
California
– -$277K -1,448 Closed
VAS
2024
Vestmark Advisory Solutions
Massachusetts
– -$277K -1,448 Closed
SW
2025
StrongBox Wealth
Missouri
– -$277K -1,446 Closed
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