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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2001
Allegheny Financial Group
Pennsylvania
$474K +$435K +10,594 New
ER
2002
Enlightenment Research
Florida
$474K +$436K +10,600 New
PCS
2003
Personal CFO Solutions
New Jersey
$472K -$233K -5,672 -35%
CRI
2004
Colonial River Investments
Virginia
$472K +$400K +9,738 New
NRS
2005
Neville Rodie & Shaw
New York
$471K -$807K -19,625 -65%
SAM
2006
S.A. Mason
Michigan
$471K +$2.26K +55 +0.5%
TWI
2007
Thomas White International
Illinois
$470K +$82.2K +2,000 +24%
IA
2008
IFG Advisors
Missouri
$469K +$3.74K +91 +0.9%
TCM
2009
Tandem Capital Management
New Jersey
$467K -$629K -15,295 -59%
RMAM
2010
Raab & Moskowitz Asset Management
New Jersey
$466K -$6.99K -170 -2%
ITIM
2011
Indiana Trust & Investment Management
Indiana
$466K +$5.96K +145 +1%
NJBEST
2012
New Jersey Better Educational Savings Trust
New Jersey
$464K -$158K -3,840 -27%
HR
2013
Hayden Royal
North Carolina
$463K -$45.5K -1,108 -10%
CWP
2014
Capital Wealth Planning
Florida
$459K +$13.2K +322 +3%
OR
2015
Olympiad Research
Connecticut
$456K -$71.3K -1,735 -15%
JWM
2016
Jupiter Wealth Management
Colorado
$456K – – –
MFG
2017
Merit Financial Group
Georgia
$455K -$23.3K -567 -5%
MIG
2018
McGuire Investment Group
Rhode Island
$455K -$3.49K -85 -0.8%
KA
2019
Kozak & Associates
Colorado
$455K +$388K +9,453 New
VBCG
2020
Valley Brook Capital Group
Pennsylvania
$455K +$418K +10,170 New
FANJ
2021
Financial Architects (New Jersey)
New Jersey
$454K -$36.1K -879 -8%
CWM
2022
Chesapeake Wealth Management
Virginia
$453K -$24.2K -589 -5%
CWM
2023
Connecticut Wealth Management
Connecticut
$452K +$49.7K +1,209 +14%
PP
2024
PDS Planning
Ohio
$449K -$25.9K -630 -6%
CCA
2025
Childress Capital Advisors
Texas
$449K +$410K +9,979 New
79 80
81
82 83