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Deere & Co
DE

Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
2001
CMG Global Holdings
Texas
$261K -$17.6K -36 -7%
BWP
2002
Burling Wealth Partners
Illinois
$261K – – –
FFA
2003
Fi3 Financial Advisors
Indiana
$261K -$38.2K -78 -13%
CAC
2004
Core Alternative Capital
Georgia
$260K – – –
CG
2005
Clarus Group
Texas
$259K +$250K +510 New
EPIMS
2006
Evelyn Partners Investment Management Services
$259K -$906K -1,850 -78%
LIA
2007
LBMC Investment Advisors
Tennessee
$259K – – –
TFGT
2008
TS Financial Group (TSFG)
Illinois
$259K +$209K +427 +521%
MAG
2009
Mayfair Advisory Group
Alabama
$259K – – –
WAS
2010
Wealth Advisory Solutions
Indiana
$258K +$249K +508 New
MC
2011
Martin Currie
United Kingdom
$258K -$617K -1,260 -71%
WA
2012
WP Advisors
California
$258K +$3.92K +8 +2%
PIA
2013
Perennial Investment Advisors
California
$257K +$248K +506 New
TIA
2014
Traphagen Investment Advisors
New Jersey
$257K – – –
AW
2015
Alteri Wealth
California
$256K -$10.8K -22 -4%
SWM
2016
Shepherd Wealth Management
Ohio
$256K +$245K +500 New
GFP
2017
Gryphon Financial Partners
Ohio
$256K +$5.38K +11 +2%
CA
2018
CGN Advisors
Kansas
$255K -$188K -384 -43%
GWM
2019
Gibbs Wealth Management
Georgia
$255K +$245K +501 New
SH
2020
SLT Holdings
Arizona
$254K -$11.3K -23 -4%
CCM
2021
Carderock Capital Management
Maryland
$254K – – –
PNAA
2022
Pictet North America Advisors
Switzerland
$254K – – –
SCA
2023
St. Clair Advisors
Ohio
$254K – – –
OA
2024
Operose Advisors
Wisconsin
$254K +$245K +500 New
AHC
2025
Adell Harriman & Carpenter
Texas
$252K +$17.6K +36 +8%
79 80
81
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