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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
C
2001
Certuity
Florida
$392K +$66.8K +1,533 +18%
HS
2002
Haafor (Singapore)
Singapore
$392K +$433K +9,935 New
CWP
2003
Capital Wealth Planning
Florida
$391K -$76.5K -1,755 -15%
GC
2004
GFG Capital
Florida
$391K +$89K +2,041 +26%
SP
2005
Successful Portfolios
Florida
$390K +$3.44K +79 +0.8%
FP
2006
Financial Perspectives
Minnesota
$389K +$218 +5 +0.1%
KLC
2007
Knowledge Leaders Capital
Colorado
$388K – – –
TC
2008
Trilogy Capital
California
$386K +$427K +9,801 New
HFAS
2009
Hummer Financial Advisory Services
Illinois
$385K -$21.8K -500 -5%
IIM
2010
Ipswich Investment Management
Massachusetts
$385K -$11.1K -255 -3%
GIA
2011
Guyasuta Investment Advisors
Pennsylvania
$384K – – –
HIM
2012
Hotaling Investment Management
Pennsylvania
$382K -$370K -8,491 -47%
BRG
2013
Bay Rivers Group
Virginia
$382K +$51.9K +1,191 +14%
CWA
2014
Clarity Wealth Advisors
California
$381K -$10.9K -250 -3%
AIA
2015
Arbor Investment Advisors
North Carolina
$377K +$349 +8 +0.1%
TFS
2016
TrustCore Financial Services
Tennessee
$377K +$4.36K +100 +1%
WA
2017
Wealth Architects
California
$377K +$100K +2,302 +32%
NIM
2018
NuWave Investment Management
New Jersey
$376K +$412K +9,451 +8,671%
AWM
2019
Aevitas Wealth Management
Massachusetts
$375K +$2.83K +65 +0.7%
CA
2020
Continuum Advisory
Idaho
$375K +$10.3K +236 +3%
RVPG
2021
Relative Value Partners Group
$374K – – –
EIP
2022
Ellis Investment Partners
Pennsylvania
$372K +$13.8K +317 +3%
VCM
2023
Vigilant Capital Management
Maine
$371K -$3.84K -88 -0.9%
FAT
2024
First American Trust
California
$367K -$57.8K -1,327 -12%
SW
2025
SlateStone Wealth
Florida
$367K +$76K +1,744 +23%
79 80
81
82 83