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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
2001
Lumbard & Kellner
New Hampshire
$690K -$490K -10,776 -81%
CF
2002
Copperwynd Financial
Arizona
$689K -$137 -3 -0%
SLT
2003
St Louis Trust
Missouri
$686K +$56.9K +1,250 +10%
RG
2004
Rathbones Group
United Kingdom
$685K +$21.6K +475 +3%
AWG
2005
Altus Wealth Group
Colorado
$682K +$82.3K +1,809 +14%
FCM
2006
Fourpath Capital Management
Oklahoma
$681K -$5.55K -122 -0.8%
WP
2007
WealthSpring Partners
California
$681K +$139K +3,050 +27%
MC
2008
Miramar Capital
Illinois
$680K – – –
RCS
2009
Retirement Capital Strategies
California
$676K -$12.7K -280 -2%
FA
2010
Fountainhead AM
New Jersey
$676K +$13.7K +300 +2%
FCAG
2011
First Capital Advisors Group
New Jersey
$674K -$11.3K -249 -2%
AIA
2012
Armor Investment Advisors
North Carolina
$672K -$6.46K -142 -1%
PRC
2013
Pearl River Capital
Michigan
$671K +$641K +14,090 New
SC
2014
Steph & Co
Wisconsin
$671K -$74.6K -1,638 -10%
FWA
2015
FSM Wealth Advisors
Ohio
$670K -$89.3K -1,962 -12%
EWA
2016
EverSource Wealth Advisors
Alabama
$668K -$79.3K -1,743 -11%
JWBC
2017
J.W. Burns & Co
New York
$668K – – –
EFG
2018
Everhart Financial Group
Ohio
$667K -$2.14K -47 -0.3%
PTC
2019
Philadelphia Trust Company
Pennsylvania
$667K +$5.69K +125 +0.9%
MFS
2020
Monetta Financial Services
Illinois
$667K +$637K +14,000 New
CFP
2021
Catalyst Financial Partners
Massachusetts
$667K +$637K +13,994 New
HNWAG
2022
High Net Worth Advisory Group
Florida
$666K -$45.5K -1,000 -7%
HCMG
2023
Howard Capital Management Group
California
$666K -$109K -2,400 -15%
IBOK
2024
Independence Bank of Kentucky
Kentucky
$666K +$68.3K +1,500 +12%
TCMG
2025
TSP Capital Management Group
New Jersey
$665K +$635K +13,950 New
79 80
81
82 83