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Johnson & Johnson
JNJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Harvey Capital Management
Florida
$576K – – –
ST
2002
Sageworth Trust
Pennsylvania
$576K – – –
CAM
2003
Concorde Asset Management
Michigan
$575K -$104K -901 -15%
SIA
2004
Starfire Investment Advisers
Michigan
$573K +$116 +1 +0%
PCM
2005
Pointe Capital Management
Michigan
$573K +$342K +2,957 +147%
SG
2006
Swarthmore Group
Pennsylvania
$570K -$2.05M -17,775 -78%
SFWA
2007
Summit Financial Wealth Advisors
Louisiana
$569K +$5.43K +47 +1%
JWM
2008
Jacobus Wealth Management
Wisconsin
$568K -$301K -2,605 -35%
ELC
2009
Edgar Lomax Company
Virginia
$566K +$567K +4,910 New
TPW
2010
Tiller Private Wealth
Pennsylvania
$565K +$566K +4,901 New
CCM
2011
Colorado Capital Management
Colorado
$564K +$65.3K +565 +13%
SHJ
2012
Sharkey, Howes & Javer
Colorado
$563K +$46.2K +400 +9%
FI
2013
FormulaFolio Investments
Michigan
$562K +$178K +1,541 +46%
PCM
2014
Perritt Capital Management
Illinois
$560K -$24.3K -210 -4%
WMC
2015
Westwood Management Corporation
Illinois
$559K -$11.5M -99,500 -95%
DR
2016
Davis Rea
Ontario, Canada
$555K – – –
MFT
2017
Moisand Fitzgerald Tamayo
Florida
$547K -$27.7K -240 -5%
EWM
2018
Evermay Wealth Management
Virginia
$542K – – –
WA
2019
WealthTrust-Arizona
Arizona
$538K +$10.7K +93 +2%
TFF
2020
The Family Firm
Maryland
$537K +$693 +6 +0.1%
OFW
2021
Omnia Family Wealth
Florida
$536K +$537K +4,649 New
CW
2022
Cabot-Wellington
Massachusetts
$535K – – –
VWA
2023
V Wealth Advisors
Kansas
$533K +$34.4K +298 +7%
WCM
2024
Weatherstone Capital Management
Colorado
$532K +$24.3K +210 +5%
CGL
2025
Clarius Group LLC
Washington
$526K -$26.7K -231 -5%
79 80
81
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