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Johnson & Johnson

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2001
Starfire Investment Advisers
Michigan
$624K – – –
MFP
2002
Michael F. Price
$623K -$1.79M -15,000 -75%
HCM
2003
Harvey Capital Management
Florida
$622K – – –
OSAM
2004
O'Shaughnessy Asset Management
Connecticut
$621K -$185K -1,550 -24%
PCM
2005
Perritt Capital Management
Illinois
$605K -$597 -5 -0.1%
WMC
2006
Westwood Management Corporation
Illinois
$604K – – –
EWM
2007
Empirical Wealth Management
Washington
$603K +$84.9K +711 +17%
AWA
2008
Arete Wealth Advisors
Illinois
$602K +$82.4K +690 +17%
RTS
2009
Round Table Services
New Jersey
$596K +$38.7K +324 +7%
WIS
2010
Wright Investors Service
Connecticut
$592K +$56.7K +475 +11%
WA
2011
WESPAC Advisors
California
$592K +$274K +2,294 +93%
DR
2012
Davis Rea
Ontario, Canada
$590K -$8.96K -75 -2%
SKK
2013
Shepherd Kaplan Krochuk
Massachusetts
$586K -$108K -900 -16%
GJCM
2014
Grand Jean Capital Management
California
$584K -$138K -1,156 -20%
SHJ
2015
Sharkey, Howes & Javer
Colorado
$584K -$23.9K -200 -4%
TFF
2016
The Family Firm
Maryland
$584K +$3.58K +30 +0.6%
OFW
2017
Omnia Family Wealth
Florida
$582K +$2.87K +24 +0.5%
BFM
2018
Boothbay Fund Management
New York
$582K +$193K +1,614 +53%
MFT
2019
Moisand Fitzgerald Tamayo
Florida
$579K -$11.9K -100 -2%
SEIA
2020
Signature Estate & Investment Advisors
California
$575K +$42.9K +359 +8%
MIFH
2021
Migdal Insurance & Financial Holdings
Israel
$569K -$84.7K -709 -13%
RGIA
2022
Rainier Group Investment Advisory
Washington
$565K -$117K -976 -18%
CGL
2023
Clarius Group LLC
Washington
$564K -$2.63K -22 -0.5%
FVCM
2024
F&V Capital Management
Florida
$562K – – –
CWM
2025
Connecticut Wealth Management
Connecticut
$560K +$114K +957 +27%