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Johnson & Johnson
JNJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2001
Swarthmore Group
Pennsylvania
$570K -$2.05M -17,775 -78%
SFWA
2002
Summit Financial Wealth Advisors
Louisiana
$569K +$5.43K +47 +1%
JWM
2003
Jacobus Wealth Management
Wisconsin
$568K -$301K -2,605 -35%
ELC
2004
Edgar Lomax Company
Virginia
$566K +$567K +4,910 New
TPW
2005
Tiller Private Wealth
Pennsylvania
$565K +$566K +4,901 New
CCM
2006
Colorado Capital Management
Colorado
$564K +$65.3K +565 +13%
SHJ
2007
Sharkey, Howes & Javer
Colorado
$563K +$46.2K +400 +9%
FI
2008
FormulaFolio Investments
Michigan
$562K +$178K +1,541 +46%
PCM
2009
Perritt Capital Management
Illinois
$560K -$24.3K -210 -4%
WMC
2010
Westwood Management Corporation
Illinois
$559K -$11.5M -99,500 -95%
DR
2011
Davis Rea
Ontario, Canada
$555K – – –
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$547K -$27.7K -240 -5%
EWM
2013
Evermay Wealth Management
Virginia
$542K – – –
WA
2014
WealthTrust-Arizona
Arizona
$538K +$10.7K +93 +2%
TFF
2015
The Family Firm
Maryland
$537K +$693 +6 +0.1%
OFW
2016
Omnia Family Wealth
Florida
$536K +$537K +4,649 New
CW
2017
Cabot-Wellington
Massachusetts
$535K – – –
VWA
2018
V Wealth Advisors
Kansas
$533K +$34.4K +298 +7%
WCM
2019
Weatherstone Capital Management
Colorado
$532K +$24.3K +210 +5%
CGL
2020
Clarius Group LLC
Washington
$526K -$26.7K -231 -5%
PIM
2021
Parasol Investment Management
Illinois
$524K +$7.74K +67 +1%
FVCM
2022
F&V Capital Management
Florida
$520K – – –
SAM
2023
Shikiar Asset Management
New York
$516K +$23.1K +200 +5%
RTS
2024
Round Table Services
New Jersey
$514K +$1.85K +16 +0.4%
SFP
2025
Shepherd Financial Partners
Massachusetts
$512K +$510K +4,419 New
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81
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