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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1951
J.M. Forbes & Co
Massachusetts
$32K – – –
PA
1952
Perennial Advisors
New York
$32K +$32.5K +200 New
DWMG
1953
DB Wealth Management Group
California
$31K +$31.4K +193 New
WLPWM
1954
Walled Lake Planning & Wealth Management
Illinois
$28K +$162 +1 +0.6%
MFT
1955
Moisand Fitzgerald Tamayo
Florida
$27K – – –
SC
1956
Steph & Co
Wisconsin
$26K – – –
LWP
1957
Laurel Wealth Planning
Minnesota
$26K +$26K +160 New
DWP
1958
Destiny Wealth Partners
Florida
$26K +$26.6K +164 New
TIM
1959
Tortoise Investment Management
New York
$25K +$16.9K +104 +208%
SQA
1960
Simon Quick Advisors
New Jersey
$24K -$24K -148 -50%
CDIA
1961
Capital Directions Investment Advisors
Georgia
$24K – – –
CHA
1962
Carmichael Hill & Associates
Maryland
$24K – – –
ANBT
1963
American National Bank & Trust
Texas
$24K +$24.2K +149 New
WWM
1964
Wolff Wiese Magana
California
$24K +$24.4K +150 New
AWM
1965
AllSquare Wealth Management
New York
$23K +$8.12K +50 +53%
CTFG
1966
Capstone Triton Financial Group
Oklahoma
$23K +$23.2K +143 New
TCCM
1967
Timber Creek Capital Management
Massachusetts
$21K – – –
SN
1968
Sittner & Nelson
Oregon
$21K +$21K +129 New
APC
1969
Asset Planning Corporation
Tennessee
$20K +$20K +123 New
BCA
1970
Bray Capital Advisors
Florida
$18K – – –
IWP
1971
IAG Wealth Partners
Wisconsin
$18K – – –
JPLA
1972
Joseph P. Lucia & Associates
New York
$18K +$17.9K +110 New
GSAM
1973
Grant Street Asset Management
Pennsylvania
$18K +$18K +111 New
BWA
1974
Burt Wealth Advisors
Maryland
$16K – – –
LGA
1975
Lebenthal Global Advisors
New York
$16K +$16.2K +100 New
77 78
79
80 81