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Deere & Co
DE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
2001
Bingham Private Wealth
California
$260K +$262K +558 New
SN
2002
Sittner & Nelson
Oregon
$259K -$469 -1 -0.2%
PPH
2003
Pure Portfolios Holdings
Oregon
$259K – – –
PIA
2004
Perennial Investment Advisors
California
$259K +$30.5K +65 +13%
CA
2005
Calton & Associates
Florida
$259K -$68K -145 -21%
GP
2006
Geneva Partners
Wisconsin
$258K – – –
LW
2007
Libra Wealth
California
$258K – – –
TIA
2008
Traphagen Investment Advisors
New Jersey
$258K +$23K +49 +10%
SWM
2009
Shepherd Wealth Management
Ohio
$257K – – –
CCA
2010
Conservest Capital Advisors
Pennsylvania
$257K +$939 +2 +0.4%
FOR
2011
Family Office Research
Maryland
$257K -$21.6K -46 -8%
DLA
2012
Douglas Lane & Associates
New York
$257K +$8.92K +19 +4%
MAM
2013
McLean Asset Management
Virginia
$256K -$10.3K -22 -4%
SIC
2014
Schwartz Investment Counsel
Michigan
$256K – – –
FA
2015
Fermata Advisors
California
$256K -$3.75K -8 -1%
MWM
2016
MBE Wealth Management
Wisconsin
$255K – – –
QFW
2017
QTR Family Wealth
Florida
$254K +$201K +429 New
HC
2018
Hamilton Capital
Ohio
$254K +$256K +546 New
TFG
2019
Taylor Financial Group
Virginia
$254K – – –
RWB
2020
RMR Wealth Builders
New Jersey
$254K – – –
WA
2021
Wealth Alliance
New York
$253K -$3.29K -7 -1%
GFG
2022
Genesis Financial Group
New Jersey
$253K +$255K +544 New
SEP
2023
Southland Equity Partners
Missouri
$253K -$469 -1 -0.2%
AAS
2024
Annex Advisory Services
Wisconsin
$252K +$253K +540 New
SIAG
2025
Safeguard Investment Advisory Group
California
$251K +$3.29K +7 +1%
79 80
81
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