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Gilead Sciences
GILD

Name Holding Trade Value Shares
Change 		Change in
Stake
ORAM
2001
One River Asset Management
Connecticut
$96.1K +$64.8K +492 +183%
S
2002
Sachetta
Massachusetts
$95.7K +$3.56K +27 +4%
VWA
2003
VSM Wealth Advisory
Maryland
$95K – – –
HCM
2004
Hollencrest Capital Management
California
$94K -$10.3K -78 -9%
CVM
2005
Cheviot Value Management
California
$93.1K +$659 +5 +0.7%
CFSG
2006
Community Financial Services Group
Vermont
$91.7K – – –
C
2007
Covestor
United Kingdom
$91K -$44.3K -336 -32%
WTA
2008
Washington Trust Advisors
Massachusetts
$89.1K -$33.5K -254 -26%
GSEP
2009
Golden State Equity Partners
California
$88.8K -$9.07M -68,817 -99%
PPC
2010
Park Place Capital
Alabama
$88.1K +$6.32K +48 +7%
FFO
2011
Fortitude Family Office
Arizona
$87.2K +$10.9K +83 +14%
BAM
2012
Bellevue Asset Management
Washington
$87K +$395 +3 +0.4%
SIC
2013
SJS Investment Consulting
Ohio
$86K +$264 +2 +0.3%
CIAS
2014
CBIZ Investment Advisory Services
Ohio
$85.7K – – –
PMFA
2015
Plante Moran Financial Advisors
Michigan
$85.5K +$40.6K +308 +83%
VWA
2016
Valued Wealth Advisors
Utah
$82.4K -$2.11K -16 -2%
TCM
2017
TD Capital Management
Tennessee
$82.4K +$132 +1 +0.2%
IBOK
2018
Independence Bank of Kentucky
Kentucky
$82.1K – – –
CT
2019
Colonial Trust
South Carolina
$81.9K -$3.16K -24 -4%
JFG
2020
JDM Financial Group
Texas
$81.7K +$527 +4 +0.6%
FDW
2021
Fourth Dimension Wealth
Ohio
$81.2K -$659 -5 -0.8%
SL
2022
Salomon & Ludwin
Virginia
$81K -$2.24K -17 -3%
SVWA
2023
Sarver Vrooman Wealth Advisors
Missouri
$78.9K – – –
ABWM
2024
Alpine Bank Wealth Management
Colorado
$78.3K +$81.7K +620 New
HIA
2025
Harbor Investment Advisory
Maryland
$77.3K – – –
79 80
81
82 83