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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
2001
Rodgers Brothers
Pennsylvania
$308K – – –
PWM
2002
Palacios Wealth Management
Florida
$307K – – –
PFS
2003
Professional Financial Solutions
Virginia
$307K -$908 -4 -0.3%
CNB
2004
Camden National Bank
Maine
$307K +$79.5K +350 +34%
BWM
2005
BNC Wealth Management
Oregon
$306K -$92.2K -406 -23%
SAM
2006
Sagewood Asset Management
New York
$306K -$193K -851 -38%
BWS
2007
BCR Wealth Strategies
Alabama
$305K +$227 +1 +0.1%
SP
2008
Stonebrook Private
Michigan
$305K -$28.8K -127 -8%
TPWA
2009
TRUE Private Wealth Advisors
Oregon
$304K -$3.86K -17 -1%
FBT
2010
First Bank & Trust
South Dakota
$304K +$1.14K +5 +0.4%
NRC
2011
New Republic Capital
North Carolina
$304K -$25.2K -111 -7%
RWM
2012
Raffa Wealth Management
District of Columbia
$304K – – –
TPWM
2013
Twelve Points Wealth Management
Massachusetts
$303K -$1.36K -6 -0.4%
DBFM
2014
Dickmeyer Boyce Financial Management
Indiana
$302K +$227 +1 +0.1%
WPC
2015
White Pine Capital
Minnesota
$302K -$2.73K -12 -0.9%
VAM
2016
Verity Asset Management
North Carolina
$302K -$2.27K -10 -0.7%
GHA
2017
Granite Harbor Advisors
Texas
$301K +$18.2K +80 +6%
FWM
2018
Focused Wealth Management
New York
$301K +$91.3K +402 +42%
HP
2019
Hilltop Partners
Indiana
$301K – – –
SAP
2020
Strategic Advisory Partners
North Carolina
$301K – – –
AWS
2021
Aspen Wealth Strategies
Colorado
$299K -$3.18K -14 -1%
GWM
2022
GDS Wealth Management
Texas
$299K +$8.18K +36 +3%
RIM
2023
Rockbridge Investment Management
New York
$299K +$1.14K +5 +0.4%
HL
2024
HeadInvest LLC
Maine
$299K -$11.4K -50 -4%
MWA
2025
Martel Wealth Advisors
Washington
$298K – – –
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81
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