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Lowe's Companies

Name Holding Trade Value Shares
Change
Change in
Stake
LRIC
1976
Long Road Investment Counsel
Michigan
$239K -$170K -850 -41%
TIM
1977
Thompson Investment Management
Wisconsin
$239K -$91.9K -460 -28%
EFM
1978
E Fund Management
China
$239K -$21.2K -106 -8%
AA
1979
Addison Advisors
Vermont
$239K +$15.2K +76 +7%
AFP
1980
Alpha Financial Partners
Kentucky
$239K +$239K +1,198 New
CCM
1981
Carlson Capital Management
Minnesota
$238K +$799 +4 +0.3%
TCBWMS
1982
Texas Capital Bank Wealth Management Services
Texas
$238K – – –
GAG
1983
GM Advisory Group
New York
$238K +$239K +1,196 New
FCA
1984
FLC Capital Advisors
California
$237K +$238K +1,192 New
DEM
1985
Disciplined Equity Management
Florida
$237K – – –
FZCM
1986
Flynn Zito Capital Management
New York
$237K – – –
AIM
1987
Athena Investment Management
California
$237K – – –
MFGM
1988
Marshall Financial Group (Maryland)
Maryland
$236K -$41.2K -206 -15%
RIL
1989
Rothschild Investment LLC
Illinois
$236K -$33.4K -167 -12%
GFP
1990
Gryphon Financial Partners
Ohio
$236K -$2.4K -12 -1%
GWM
1991
Gitterman Wealth Management
New Jersey
$235K -$10.6K -53 -4%
RSA
1992
River Street Advisors
Illinois
$235K +$235K +1,177 New
FIM
1993
Freedom Investment Management
Connecticut
$234K -$82.5K -413 -26%
CAC
1994
Certified Advisory Corp
Florida
$234K – – –
CA
1995
Crumly & Associates
Illinois
$234K -$216K -1,080 -48%
IWA
1996
IVC Wealth Advisors
Pennsylvania
$234K -$9.59K -48 -4%
FW
1997
FirstPurpose Wealth
Utah
$233K +$10.6K +53 +5%
NFSG
1998
Newbridge Financial Services Group
Florida
$233K -$22.4K -112 -9%
LOIP
1999
Live Oak Investment Partners
Texas
$232K – – –
GCM
2000
Gallacher Capital Management
Colorado
$232K +$233K +1,164 New