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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
2001
Grandfield & Dodd
New York
$412K – – –
SAA
2002
Southeast Asset Advisors
Georgia
$410K -$42.8K -823 -9%
PIMG
2003
Patriot Investment Management Group
Tennessee
$409K -$1.09K -21 -0.2%
FPCP
2004
Fort Point Capital Partners
California
$409K +$53.5K +1,030 +14%
HCM
2005
HMS Capital Management
Tennessee
$408K -$698K -13,435 -62%
BEAM
2006
Baker Ellis Asset Management
Washington
$408K – – –
SAM
2007
SP Asset Management
California
$408K +$2.13K +41 +0.5%
SFFS
2008
Stonehage Fleming Financial Services
Jersey
$407K – – –
PW
2009
Peninsula Wealth
California
$406K +$40K +769 +10%
NG
2010
Northstar Group
New York
$405K +$104 +2 +0%
RWM
2011
RBA Wealth Management
California
$405K +$82.7K +1,591 +24%
MYIA
2012
Mount Yale Investment Advisors
Colorado
$404K +$39.7K +764 +10%
RM
2013
Resource Management
Louisiana
$403K +$364 +7 +0.1%
RWM
2014
Ritholtz Wealth Management
New York
$403K +$65.7K +1,264 +18%
GC
2015
Gilbert & Cook
Iowa
$402K -$63.5K -1,221 -13%
BP
2016
Broadleaf Partners
Ohio
$402K +$4.68K +90 +1%
GAB
2017
German American Bancorp
Indiana
$400K +$130K +2,495 +44%
UF
2018
Univest Financial
Pennsylvania
$399K -$70.4K -1,355 -14%
CBFP
2019
Cedar Brook Financial Partners
Ohio
$398K -$53.1K -1,022 -11%
HFA
2020
Huber Financial Advisors
Illinois
$397K +$3.17K +61 +0.8%
BCA
2021
Bray Capital Advisors
Florida
$395K -$11.4K -220 -3%
HCM
2022
Harvey Capital Management
Florida
$395K – – –
HPC
2023
Hobart Private Capital
North Carolina
$394K +$11.5K +222 +3%
PCM
2024
Perritt Capital Management
Illinois
$393K -$52K -1,000 -11%
BDWM
2025
Brewin Dolphin Wealth Management
Ireland
$388K +$42.1K +810 +11%
79 80
81
82 83