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Deere & Co

Name Holding Trade Value Shares
Change
Change in
Stake
GA
2001
Goldstein Advisors
Wisconsin
$348K +$318K +549 New
3F
2002
360 Financial
Minnesota
$347K +$58.5K +101 +23%
BOH
2003
Bank of Hawaii
Hawaii
$346K -$5.79K -10 -2%
TFG
2004
Taylor Financial Group
Virginia
$346K – – –
PFM
2005
Peak Financial Management
Massachusetts
$345K +$29K +50 +10%
GDP
2006
Great Diamond Partners
Maine
$344K -$15.1K -26 -5%
MWM
2007
MBE Wealth Management
Wisconsin
$344K -$2.9K -5 -0.9%
IF
2008
Intrua Financial
Texas
$344K -$134K -231 -30%
SA
2009
Sovran Advisors
California
$343K -$15.1K -26 -5%
HIA
2010
Highland Investment Advisors
Florida
$343K +$313K +540 New
KNW
2011
Kesler Norman & Wride
Utah
$342K +$579 +1 +0.2%
CWA
2012
CogentBlue Wealth Advisors
Tennessee
$341K +$2.9K +5 +0.9%
WA
2013
Wealth Alliance
New York
$341K -$9.85K -17 -3%
DAC
2014
Dutch Asset Corp
New York
$340K +$310K +536 New
FNBSF
2015
First National Bank Sioux Falls
South Dakota
$339K – – –
OCM
2016
Outlook Capital Management
Illinois
$339K +$310K +535 New
PCS
2017
Private Client Services
Kentucky
$339K +$5.21K +9 +2%
WCM
2018
Wedge Capital Management
North Carolina
$338K -$4.44M -7,671 -94%
IWA
2019
IVC Wealth Advisors
Pennsylvania
$337K +$41.1K +71 +15%
ACS
2020
Archford Capital Strategies
Illinois
$337K -$579 -1 -0.2%
SIAG
2021
Safeguard Investment Advisory Group
California
$336K -$1.16K -2 -0.4%
SG
2022
Strid Group
Pennsylvania
$336K – – –
PCA
2023
Purkiss Capital Advisors
Connecticut
$336K +$75.3K +130 +33%
HWM
2024
HFR Wealth Management
New York
$336K – – –
TA
2025
TrueWealth Advisors
Alabama
$336K -$4.63K -8 -1%