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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SEM
2001
Suncoast Equity Management
Florida
$1.68M +$1.5M +14,300 New
RBFC
2002
Roman Butler Fullerton & Co
Missouri
$1.68M +$25.2K +241 +2%
SI
2003
Severin Investments
Missouri
$1.68M -$15.2K -145 -1%
TP
2004
Thayer Partners
Pennsylvania
$1.67M +$565K +5,400 +61%
ACM
2005
Allred Capital Management
Texas
$1.67M +$4.08K +39 +0.3%
RCS
2006
Retirement Capital Strategies
California
$1.67M – – –
CFA
2007
CWS Financial Advisors
Michigan
$1.67M +$84K +803 +6%
GI
2008
GAMCO Investors
Connecticut
$1.66M -$273K -2,606 -16%
TWM
2009
Tortuga Wealth Management
California
$1.66M -$272K -2,601 -16%
CPA
2010
Cardiff Park Advisors
California
$1.66M -$62.3K -596 -4%
RPGK
2011
Retirement Planning Group (Kansas)
Kansas
$1.66M +$168K +1,604 +13%
TWM
2012
TRB Wealth Management
Texas
$1.65M -$234K -2,236 -14%
FDCP
2013
Foster Dykema Cabot & Partners
Massachusetts
$1.65M +$20.9K +200 +1%
GAAM
2014
Guinness Atkinson Asset Management
California
$1.65M -$111K -1,064 -7%
BMC
2015
Beaton Management Company
Massachusetts
$1.65M – – –
MFS
2016
Monetta Financial Services
Illinois
$1.64M – – –
FA
2017
Faithward Advisors
Pennsylvania
$1.64M -$813K -7,776 -36%
PTP
2018
Platform Technology Partners
New York
$1.64M +$8.26K +79 +0.6%
FCFC
2019
First Commonwealth Financial Corp
Pennsylvania
$1.64M -$39.5K -378 -3%
UAML
2020
US Asset Management LLC
Pennsylvania
$1.63M +$6.48K +62 +0.4%
VNA
2021
Valley National Advisers
Pennsylvania
$1.63M +$75.8K +725 +5%
CSPIA
2022
Cary Street Partners Investment Advisory
Virginia
$1.63M +$69.7K +666 +5%
MFF
2023
Michels Family Financial
Texas
$1.63M -$199K -1,905 -12%
AMM
2024
American Money Management
California
$1.63M +$247K +2,360 +20%
CCM
2025
Canal Capital Management
Virginia
$1.63M +$10.4K +99 +0.7%
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