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Johnson & Johnson

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2001
RGT Wealth Advisors
Texas
$953K +$107K +791 +12%
B
2002
Bridgeworth
Alabama
$953K +$554K +4,100 +116%
GWM
2003
GSB Wealth Management
Connecticut
$945K +$1.49K +11 +0.1%
RPA
2004
Rock Point Advisors
Vermont
$944K -$5.41K -40 -0.5%
BO
2005
BRR OpCo
Ohio
$943K +$18.5K +137 +2%
RPC
2006
Rossmore Private Capital
Connecticut
$938K -$214K -1,586 -18%
HI
2007
Hudock Inc
Pennsylvania
$937K -$23.8K -176 -2%
TCM
2008
Tradewinds Capital Management
Washington
$936K +$12.8K +95 +1%
PWA
2009
Providence Wealth Advisors
Illinois
$934K +$1.01M +7,502 New
IWP
2010
Icon Wealth Partners
Texas
$933K -$48K -355 -5%
DMK
2011
David M. Knott
$933K
BCWM
2012
Blue Chip Wealth Management
Florida
$933K +$984K +7,279 New
TL
2013
TrueWealth LLC
Georgia
$929K -$12.7K -94 -1%
VFPI
2014
Vantage Financial Partners (Illinois)
Illinois
$929K +$980K +7,250 New
BRC
2015
Bell Rock Capital
Delaware
$926K +$190K +1,407 +24%
PWPS
2016
Pinnacle Wealth Planning Services
Ohio
$926K +$708K +5,240 +264%
TC
2017
Toews Corporation
New Jersey
$923K +$973K +7,200 New
AWMG
2018
Alliance Wealth Management Group
New Jersey
$917K +$183K +1,352 +23%
PCTC
2019
Perkins Coie Trust Company
Washington
$912K -$9.46K -70 -1%
CWM
2020
Confluence Wealth Management
Oregon
$911K -$541 -4 -0.1%
ACM
2021
Alethea Capital Management
Washington
$910K +$959K +7,098 New
LCM
2022
Liberty Capital Management
Michigan
$909K -$43.3K -320 -4%
BHA
2023
Beech Hill Advisors
New York
$907K +$67.6K +500 +8%
IUHSA
2024
Itau Unibanco Holding S.A.
Brazil
$907K +$103K +764 +12%
TAM
2025
Todd Asset Management
Kentucky
$898K +$137K +1,015 +16%