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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
2001
New Republic Capital
North Carolina
$304K -$25.2K -111 -7%
RWM
2002
Raffa Wealth Management
District of Columbia
$304K – – –
TPWM
2003
Twelve Points Wealth Management
Massachusetts
$303K -$1.36K -6 -0.4%
DBFM
2004
Dickmeyer Boyce Financial Management
Indiana
$302K +$227 +1 +0.1%
WPC
2005
White Pine Capital
Minnesota
$302K -$2.73K -12 -0.9%
VAM
2006
Verity Asset Management
North Carolina
$302K -$2.27K -10 -0.7%
GHA
2007
Granite Harbor Advisors
Texas
$301K +$18.2K +80 +6%
FWM
2008
Focused Wealth Management
New York
$301K +$91.3K +402 +42%
HP
2009
Hilltop Partners
Indiana
$301K – – –
SAP
2010
Strategic Advisory Partners
North Carolina
$301K – – –
AWS
2011
Aspen Wealth Strategies
Colorado
$299K -$3.18K -14 -1%
GWM
2012
GDS Wealth Management
Texas
$299K +$8.18K +36 +3%
RIM
2013
Rockbridge Investment Management
New York
$299K +$1.14K +5 +0.4%
HL
2014
HeadInvest LLC
Maine
$299K -$11.4K -50 -4%
MWA
2015
Martel Wealth Advisors
Washington
$298K – – –
VPW
2016
Vaquero Private Wealth
Texas
$297K +$306K +1,347 New
ST
2017
Spinnaker Trust
Maine
$297K +$10.9K +48 +4%
SAM
2018
Secure Asset Management
Michigan
$296K -$60.6K -267 -17%
NRI
2019
NFP Retirement Inc
California
$295K +$5.22K +23 +2%
SPFA
2020
Summit Place Financial Advisors
New Jersey
$295K -$50.6K -223 -14%
CWM
2021
Centric Wealth Management
Illinois
$295K – – –
PFGIA
2022
Patriot Financial Group Insurance Agency
Massachusetts
$295K -$348K -1,534 -53%
FGC
2023
Financial Gravity Companies
Texas
$295K +$303K +1,336 New
WAG
2024
Winthrop Advisory Group
Massachusetts
$294K +$19.1K +84 +7%
FPH
2025
Financial Planning Hawaii
Hawaii
$294K -$186K -819 -38%
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