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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2001
Berger Financial Group
Minnesota
$752K +$19.4K +389 +3%
RP
2002
Rice Partnership
Hawaii
$752K -$2.44K -49 -0.3%
OWA
2003
Outlook Wealth Advisors
Texas
$751K -$58K -1,162 -7%
B
2004
Bellecapital
Switzerland
$751K +$154K +3,081 +26%
WB
2005
West Bancorporation
Iowa
$750K -$65.8K -1,319 -8%
RC
2006
RBF Capital
California
$749K – – –
PWC
2007
PYA Waltman Capital
Tennessee
$746K +$16.5K +331 +2%
SSWM
2008
Sheets Smith Wealth Management
North Carolina
$744K +$4.39K +88 +0.6%
LTI
2009
Laffer Tengler Investments
Tennessee
$743K -$3.42M -68,481 -82%
RG
2010
Renaissance Group
Kentucky
$742K +$13K +260 +2%
WC
2011
Whitney & Co
New York
$742K -$110K -2,213 -13%
LMKC
2012
L.M. Kohn & Company
Ohio
$739K -$39.6K -793 -5%
BAM
2013
Bosun Asset Management
Illinois
$738K -$44K -882 -6%
PFGIA
2014
Patriot Financial Group Insurance Agency
Massachusetts
$736K +$50 +1 +0%
LA
2015
LexAurum Advisors
Kansas
$736K -$76.9K -1,542 -9%
EFA
2016
Evernest Financial Advisors
Indiana
$735K -$28.1K -564 -4%
CAM
2017
Campion Asset Management
Virginia
$733K -$7.88K -158 -1%
SCA
2018
Sippican Capital Advisors
Massachusetts
$733K -$92.1K -1,845 -11%
RPGK
2019
Retirement Planning Group (Kansas)
Kansas
$732K – – –
VEA
2020
Virtus ETF Advisers
New York
$731K +$172K +3,443 +31%
HGWM
2021
Horst & Graben Wealth Management
Oregon
$728K +$728K +14,589 New
AWM
2022
Aberdeen Wealth Management
Illinois
$728K -$2.29K -46 -0.3%
AI
2023
ArchPoint Investors
Florida
$727K – – –
APG
2024
Abacus Planning Group
South Carolina
$727K -$263K -5,275 -27%
RCI
2025
RS Crum Inc
California
$726K – – –
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