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Johnson & Johnson
JNJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RTS
2001
Round Table Services
New Jersey
$596K +$38.7K +324 +7%
WIS
2002
Wright Investors Service
Connecticut
$592K +$56.7K +475 +11%
WA
2003
WESPAC Advisors
California
$592K +$274K +2,294 +93%
DR
2004
Davis Rea
Ontario, Canada
$590K -$8.96K -75 -2%
SKK
2005
Shepherd Kaplan Krochuk
Massachusetts
$586K -$108K -900 -16%
GJCM
2006
Grand Jean Capital Management
California
$584K -$138K -1,156 -20%
SHJ
2007
Sharkey, Howes & Javer
Colorado
$584K -$23.9K -200 -4%
TFF
2008
The Family Firm
Maryland
$584K +$3.58K +30 +0.6%
OFW
2009
Omnia Family Wealth
Florida
$582K +$2.87K +24 +0.5%
BFM
2010
Boothbay Fund Management
New York
$582K +$193K +1,614 +53%
MFT
2011
Moisand Fitzgerald Tamayo
Florida
$579K -$11.9K -100 -2%
SEIA
2012
Signature Estate & Investment Advisors
California
$575K +$42.9K +359 +8%
MIFH
2013
Migdal Insurance & Financial Holdings
Israel
$569K -$84.7K -709 -13%
RGIA
2014
Rainier Group Investment Advisory
Washington
$565K -$117K -976 -18%
CGL
2015
Clarius Group LLC
Washington
$564K -$2.63K -22 -0.5%
FVCM
2016
F&V Capital Management
Florida
$562K – – –
CWM
2017
Connecticut Wealth Management
Connecticut
$560K +$114K +957 +27%
EMG
2018
Ellington Management Group
Connecticut
$560K +$538K +4,500 New
QAM
2019
Quantres Asset Management
Cayman Islands
$560K +$538K +4,500 New
SAM
2020
Shikiar Asset Management
New York
$557K – – –
SFP
2021
Shepherd Financial Partners
Massachusetts
$555K +$4.18K +35 +0.8%
NVIM
2022
New Vernon Investment Management
Illinois
$553K -$120K -1,001 -18%
SFG
2023
StrategIQ Financial Group
Indiana
$551K +$41.1K +344 +8%
PI
2024
Pachira Investments
California
$551K +$57.3K +480 +12%
AFIA
2025
America First Investment Advisors
Nebraska
$549K – – –
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