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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
2001
Steigerwald Gordon & Koch
Virginia
$909K -$16.8K -247 -2%
HCP
2002
Hexagon Capital Partners
Arkansas
$909K -$26K -382 -3%
BIM
2003
Baldwin Investment Management
Pennsylvania
$908K – – –
YLHM
2004
Yelin Lapidot Holdings Management
Israel
$907K +$12.1K +177 +1%
AWA
2005
Authentikos Wealth Advisory
California
$906K +$680K +9,971 +305%
JWWM
2006
Johnson & White Wealth Management
Pennsylvania
$906K -$27.5K -403 -3%
TWP
2007
Tyche Wealth Partners
Texas
$905K -$27.9K -409 -3%
RL
2008
Rogco LP
Oklahoma
$904K +$6.95K +102 +0.8%
IPAM
2009
Investment Partners Asset Management
New Jersey
$903K +$68 +1 +0%
CWS
2010
Cypress Wealth Services
California
$903K +$50K +734 +6%
WTB
2011
Washington Trust Bank
Washington
$901K -$69.1K -1,013 -7%
RCI
2012
RS Crum Inc
California
$898K – – –
SPA
2013
Sherbrooke Park Advisers
New York
$898K +$268K +3,931 +43%
MF
2014
Meridian Financial
Massachusetts
$898K -$50.6K -743 -5%
MCA
2015
Martin Capital Advisors
Texas
$892K – – –
V
2016
ViaWealth
Kansas
$892K -$23.8K -349 -3%
SQA
2017
Simon Quick Advisors
New Jersey
$892K +$109K +1,604 +14%
BWA
2018
Beam Wealth Advisors
Louisiana
$891K -$47.2K -692 -5%
IP
2019
Investment Partners
Ohio
$888K +$7.16K +105 +0.8%
CWP
2020
Core Wealth Partners
California
$887K -$208K -3,055 -19%
WCM
2021
Whitener Capital Management
North Carolina
$887K -$6.13K -90 -0.7%
CSI
2022
Cross Staff Investments
New York
$886K +$273 +4 +0%
EGA
2023
Eagle Global Advisors
Texas
$882K – – –
TNA
2024
True North Advisors
Texas
$879K +$613K +8,993 +233%
BOPW
2025
Brandywine Oak Private Wealth
Pennsylvania
$876K +$24.2K +355 +3%
79 80
81
82 83