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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
2001
Prudent Man Advisors
Illinois
$1.11M +$360K +4,595 +47%
FCFC
2002
First Commonwealth Financial Corp
Pennsylvania
$1.11M +$50.5K +645 +5%
RCS
2003
Retirement Capital Strategies
California
$1.1M – – –
FPB
2004
First PREMIER Bank
South Dakota
$1.1M -$38.1K -487 -3%
ACM
2005
Allred Capital Management
Texas
$1.1M +$2.35K +30 +0.2%
MMM
2006
Mendel Money Management
Illinois
$1.1M -$77.9K -995 -7%
MWS
2007
MFA Wealth Services
California
$1.1M +$10.6K +135 +1%
PTFIS
2008
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.1M +$826K +10,557 +294%
AFC
2009
AFT Forsyth & Company
Florida
$1.1M +$141K +1,800 +15%
IWM
2010
Iams Wealth Management
Nebraska
$1.1M +$173K +2,212 +19%
LF
2011
Lee Financial
Texas
$1.1M -$683K -8,721 -38%
PA
2012
Promethium Advisors
Maryland
$1.09M +$783 +10 +0.1%
TW
2013
TritonPoint Wealth
Maryland
$1.09M +$3.52K +45 +0.3%
BMC
2014
Beaton Management Company
Massachusetts
$1.09M – – –
MFS
2015
Monetta Financial Services
Illinois
$1.09M – – –
BAM
2016
BOS Asset Management
Illinois
$1.08M -$9K -115 -0.8%
EPW
2017
Endeavor Private Wealth
Kansas
$1.08M -$4.54K -58 -0.4%
MWA
2018
Medallion Wealth Advisors
Connecticut
$1.08M +$110K +1,408 +11%
PTP
2019
Platform Technology Partners
New York
$1.08M +$120K +1,533 +12%
FC
2020
FCA Corp
Texas
$1.08M -$28.9K -369 -3%
UAML
2021
US Asset Management LLC
Pennsylvania
$1.08M -$6.58K -84 -0.6%
JFA
2022
JNBA Financial Advisors
Minnesota
$1.07M -$77.1K -985 -7%
LWAM
2023
Legacy Wealth Asset Management
Minnesota
$1.07M -$9.47K -121 -0.9%
FDCP
2024
Foster Dykema Cabot & Partners
Massachusetts
$1.07M +$29.2K +373 +3%
FAG
2025
Fortitude Advisory Group
Washington
$1.07M -$39.1K -499 -3%
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