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Illinois Tool Works
ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2001
Harvest Fund Management
China
– -$74K -284 Closed
CAIM
2002
Catherine Avery Investment Management
Florida
– -$68.1K -261 Closed
CBT
2003
CoreFirst Bank & Trust
Kansas
– -$65.2K -250 Closed
RA
2004
Rise Advisors
New York
– -$63.3K -243 Closed
TIM
2005
Tortoise Investment Management
New York
– -$57.6K -221 Closed
AT
2006
Arlington Trust
Alabama
– -$52.7K -202 Closed
MSWA
2007
Marshall & Sterling Wealth Advisors
New York
– -$50.2K -193 Closed
FC
2008
Fairscale Capital
New Hampshire
– -$31.5K -120 Closed
BMC
2009
Bear Mountain Capital
Washington
– -$25.7K -100 Closed
CAM
2010
Costello Asset Management
Pennsylvania
– -$26.1K -100 Closed
CIAM
2011
Caitong International Asset Management
Hong Kong
– -$23.7K -91 Closed
JWM
2012
JPL Wealth Management
Colorado
– -$21.2K -81 Closed
GFWA
2013
Grey Fox Wealth Advisors
Delaware
– -$20.2K -77 Closed
ACM
2014
Anfield Capital Management
California
– -$15.6K -60 Closed
CCM
2015
Cloud Capital Management
Washington
– -$11K -45 Closed
NC
2016
North Capital
Utah
– -$11.7K -45 Closed
KFP
2017
Keener Financial Planning
Texas
– -$10K -40 Closed
PAM
2018
Parvin Asset Management
South Dakota
– -$7.82K -30 Closed
SFCL
2019
Strengthening Families & Communities LLC
Massachusetts
– -$6.52K -25 Closed
CWM
2020
Crowley Wealth Management
Delaware
– -$4.69K -18 Closed
CIR
2021
Clear Investment Research
Georgia
– -$3.02K -11 Closed
APM
2022
Advanced Portfolio Management
New York
– -$2.61K -10 Closed
PCM
2023
Perritt Capital Management
Illinois
– -$2.09K -8 Closed
RS
2024
Rakuten Securities
Japan
– -$522 -2 Closed
RFS
2025
Richardson Financial Services
Massachusetts
– -$522 -2 Closed
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