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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
NVIM
2001
New Vernon Investment Management
Illinois
$387K – – –
RWM
2002
RKL Wealth Management
Pennsylvania
$386K -$99.2K -2,262 -19%
RVPG
2003
Relative Value Partners Group
$384K +$12.9K +293 +3%
SP
2004
Successful Portfolios
Florida
$384K +$68K +1,549 +19%
TWM
2005
Titus Wealth Management
California
$384K +$178K +4,056 +71%
WRM
2006
Weybosset Research & Management
Rhode Island
$383K -$43.9K -1,000 -9%
BS
2007
Bessemer Securities
New York
$382K -$12.6K -288 -3%
PBO
2008
Peoples Bank (Ohio)
Ohio
$382K +$2.24K +51 +0.5%
AP
2009
Americana Partners
Texas
$376K +$156K +3,557 +59%
AIM
2010
Acropolis Investment Management
Missouri
$375K +$179K +4,085 +75%
GCAC
2011
Guardian Capital Advisors (Canada)
Ontario, Canada
$374K +$658 +15 +0.1%
GFP
2012
Gryphon Financial Partners
Ohio
$372K -$76.5K -1,744 -16%
RIG
2013
Roosevelt Investment Group
New York
$372K -$42.5K -968 -9%
ADMI
2014
Albert D. Mason Inc
Massachusetts
$372K +$26.1K +595 +7%
C
2015
Certuity
Florida
$371K -$36.7K -836 -8%
AWM
2016
Aevitas Wealth Management
Massachusetts
$371K -$14.4K -329 -3%
SIG
2017
Sargent Investment Group
Maryland
$370K +$60.8K +1,385 +17%
BFA
2018
Beacon Financial Advisory
Ohio
$368K +$129K +2,945 +46%
AWM
2019
Absher Wealth Management
North Carolina
$366K – – –
NWS
2020
Newport Wealth Strategies
California
$365K +$143K +3,254 +62%
CA
2021
Cornerstone Advisory
Maryland
$364K -$56.5K -1,288 -12%
PIMG
2022
Patriot Investment Management Group
Tennessee
$364K +$14.6K +333 +4%
CAM
2023
Cacti Asset Management
Georgia
$363K – – –
DCM
2024
Dimension Capital Management
Florida
$362K – – –
CFS
2025
CRA Financial Services
New Jersey
$361K +$59K +1,344 +17%
79 80
81
82 83