We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2001
Northwest Capital Management
Oregon
$169K +$166K +799 New
CAM
2002
Close Asset Management
United Kingdom
$168K – – –
RMC
2003
Resources Management Corp
Connecticut
$164K +$154K +743 +2,322%
PP
2004
PFS Partners
New Jersey
$162K -$4.15K -20 -3%
ECM
2005
Elgethun Capital Management
South Dakota
$161K +$158K +763 New
FMP
2006
Financial Management Professionals
Texas
$156K +$3.32K +16 +2%
TFM
2007
TFC Financial Management
Massachusetts
$156K +$1.04K +5 +0.7%
TF
2008
Tompkins Financial
New York
$155K – – –
CAM
2009
Costello Asset Management
Pennsylvania
$155K +$10.4K +50 +7%
CFS
2010
CGC Financial Services
Oregon
$155K +$152K +733 New
LTI
2011
Laffer Tengler Investments
Tennessee
$152K – – –
HFS
2012
HBC Financial Services
Washington
$151K – – –
HIIFS
2013
Harel Insurance Investments & Financial Services
Israel
$148K -$180K -867 -55%
OCM
2014
Osterweis Capital Management
California
$148K +$145K +700 New
CP
2015
Castleview Partners
Texas
$145K +$37.4K +180 +36%
ODG
2016
O'Dell Group
Ohio
$141K +$139K +668 New
CFD
2017
Creative Financial Designs
Indiana
$141K -$28.3K -136 -17%
CWA
2018
Clearview Wealth Advisors
Oregon
$141K – – –
BSB
2019
Bangor Savings Bank
Maine
$140K – – –
BDS
2020
Banco de Sabadell
Florida
$140K -$4.99K -24 -3%
GWMIA
2021
Global Wealth Management Investment Advisory
Florida
$140K +$138K +663 New
CCM
2022
Chilton Capital Management
Texas
$137K +$3.32K +16 +3%
FPF
2023
First Pacific Financial
Washington
$137K +$135K +649 New
CMA
2024
Cedar Mountain Advisors
Oregon
$137K – – –
CCMW
2025
Cypress Capital Management (Wyoming)
Wyoming
$136K – – –
79 80
81
82 83