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Gilead Sciences
GILD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2001
Cornerstone Planning Group
New Jersey
$115K -$9.49K -72 -8%
CIA
2002
Cape Investment Advisory
Georgia
$114K +$119K +904 New
MCI
2003
MRP Capital Investments
Georgia
$114K +$13.2K +100 +13%
TWD
2004
True Wealth Design
Ohio
$112K -$1.71K -13 -1%
LWM
2005
Lodestone Wealth Management
Washington
$112K -$7.38K -56 -6%
B
2006
Bayban
Minnesota
$111K – – –
AAG
2007
Accordant Advisory Group
Maryland
$111K – – –
WA
2008
WPG Advisers
Maryland
$110K +$3.95K +30 +4%
JEST
2009
JTC Employer Solutions Trustee
Jersey
$106K – – –
API
2010
Asset Planning Inc
California
$104K – – –
MSG
2011
Main Street Group
Virginia
$103K – – –
MWM
2012
Mosley Wealth Management
California
$103K -$484K -3,673 -82%
OA
2013
Operose Advisors
Wisconsin
$101K -$32.1K -244 -23%
MI
2014
Markowski Investments
Florida
$100K +$104K +792 New
IAS
2015
IMA Advisory Services
Colorado
$98.2K +$27.8K +211 +37%
EP
2016
Evelyn Partners
$96.8K +$101K +766 New
ORAM
2017
One River Asset Management
Connecticut
$96.1K +$64.8K +492 +183%
S
2018
Sachetta
Massachusetts
$95.7K +$3.56K +27 +4%
VWA
2019
VSM Wealth Advisory
Maryland
$95K – – –
HCM
2020
Hollencrest Capital Management
California
$94K -$10.3K -78 -9%
CVM
2021
Cheviot Value Management
California
$93.1K +$659 +5 +0.7%
CFSG
2022
Community Financial Services Group
Vermont
$91.7K – – –
C
2023
Covestor
United Kingdom
$91K -$44.3K -336 -32%
WTA
2024
Washington Trust Advisors
Massachusetts
$89.1K -$33.5K -254 -26%
GSEP
2025
Golden State Equity Partners
California
$88.8K -$9.07M -68,817 -99%
79 80
81
82 83