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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1976
Milestone Wealth
New York
$328K +$302K +1,269 New
FG
1977
Foster Group
Iowa
$327K +$301K +1,265 New
SIM
1978
SSI Investment Management
California
$326K – – –
MHR
1979
Matthew Hamilton Rosenberg
$326K +$9.75K +41 +3%
EWM
1980
Endowment Wealth Management
Wisconsin
$326K +$300K +1,262 New
AFS
1981
Axiom Financial Strategies
Indiana
$325K -$16.9K -71 -5%
BA
1982
Ballew Advisors
Mississippi
$325K +$238 +1 +0.1%
AC
1983
AWM Capital
Arizona
$324K – – –
NPA
1984
Nichols & Pratt Advisers
Massachusetts
$323K -$178K -750 -38%
BCM
1985
Buckhead Capital Management
Georgia
$323K – – –
PLFAM
1986
Pineno Levin & Ford Asset Management
Virginia
$323K – – –
MKA
1987
M. Kulyk & Associates
Georgia
$323K +$297K +1,249 New
XF
1988
XML Financial
Maryland
$322K +$3.8K +16 +1%
HFS
1989
Heritage Financial Services
Massachusetts
$321K +$295K +1,242 New
PIA
1990
Perennial Investment Advisors
California
$320K +$295K +1,241 New
BFG
1991
Berger Financial Group
Minnesota
$319K -$75.4K -317 -20%
OCPWS
1992
One Charles Private Wealth Services
Massachusetts
$319K +$9.51K +40 +3%
WH
1993
Willner & Heller
California
$319K +$374K +1,575 New
TA
1994
TruWealth Advisors
Louisiana
$318K -$238 -1 -0.1%
AWM
1995
Avaii Wealth Management
Wisconsin
$318K +$293K +1,231 New
TFA
1996
Teamwork Financial Advisors
Texas
$316K -$263K -1,107 -48%
BONST
1997
Bank of Nova Scotia Trust
Ontario, Canada
$316K -$8.56K -36 -3%
COCM
1998
Charter Oak Capital Management
New Hampshire
$315K -$5.47K -23 -2%
CL
1999
CPWM LLC
Washington
$315K – – –
GPA
2000
Garrison Point Advisors
California
$315K – – –
78 79
80
81 82