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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
Paulson Wealth Management
Illinois
$540K +$599K +13,496 New
ML
2002
McAdam LLC
Pennsylvania
$539K +$5.41K +122 +0.9%
PP
2003
Patron Partners
Texas
$539K +$24.8K +558 +4%
GAAM
2004
Guinness Atkinson Asset Management
California
$537K +$66.9K +1,508 +13%
GCP
2005
GSA Capital Partners
United Kingdom
$536K -$249K -5,616 -30%
TC
2006
Truvestments Capital
Florida
$536K -$38.3K -863 -6%
GC
2007
Gratus Capital
Georgia
$535K +$6.3K +142 +1%
IIM
2008
Ironwood Investment Management
Massachusetts
$535K +$22.2K +500 +4%
QP
2009
Quilter Plc
United Kingdom
$530K -$67K -1,511 -10%
AAP
2010
Arax Advisory Partners
Colorado
$529K +$142K +3,199 +32%
LMKC
2011
L.M. Kohn & Company
Ohio
$527K -$12.2K -274 -2%
IWA
2012
Intercontinental Wealth Advisors
Texas
$526K +$17K +384 +3%
VC
2013
Veracity Capital
Georgia
$525K -$23.2K -523 -4%
AIM
2014
Acropolis Investment Management
Missouri
$524K -$29.1K -657 -5%
BFA
2015
Bill Few Associates
Pennsylvania
$524K -$10.3K -232 -2%
MIH
2016
Meitav Investment House
Israel
$523K +$6.43K +145 +1%
EA
2017
Eudaimonia Advisors
Tennessee
$522K +$8.21K +185 +1%
EWM
2018
Edge Wealth Management
New York
$520K -$1.55K -35 -0.3%
HR
2019
Howe & Rusling
New York
$520K +$15.3K +344 +3%
STAS
2020
Strong Tower Advisory Services
Minnesota
$518K +$21.2K +478 +4%
WWA
2021
WC Walker & Associates
California
$517K -$43.6K -982 -8%
LWM
2022
Ledge Wealth Management
Minnesota
$516K -$31.5K -709 -5%
OFA
2023
Oak Family Advisors
Illinois
$516K – – –
AA
2024
Auxano Advisors
Washington
$516K +$107K +2,414 +23%
CSI
2025
Cross Staff Investments
New York
$515K +$311 +7 +0.1%
79 80
81
82 83