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Lowe's Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
2001
Brand Asset Management Group
Missouri
$6K -$73.9K -455 -92%
ARMC
2002
American Research & Management Company
Massachusetts
$6K – – –
CMBA
2003
C.M. Bidwell & Associates
Hawaii
$6K – – –
HWA
2004
HHM Wealth Advisors
Tennessee
$6K – – –
SSWG
2005
Seven Springs Wealth Group
Tennessee
$6K +$6.33K +39 New
CIA
2006
CSat Investment Advisory
Michigan
$5K -$648K -3,988 -99%
KIG
2007
Kessler Investment Group
Indiana
$5K -$88.5K -545 -95%
HFA
2008
HC Financial Advisors
California
$5K – – –
TIAM2
2009
Tru Independence Asset Management 2
Oregon
$5K +$5.52K +34 New
IFAM
2010
Institutional & Family Asset Management
Colorado
$4K – – –
MIM
2011
Macroview Investment Management
Maryland
$4K – – –
TVWM
2012
Tower View Wealth Management
Wisconsin
$4K – – –
PHK
2013
Point72 Hong Kong
Hong Kong
$4K +$4.06K +25 New
MIM
2014
Merrion Investment Management
New Jersey
$4K +$4.55K +28 New
RDFA
2015
Ritter Daniher Financial Advisory
Ohio
$4K +$4.55K +28 New
BCMIO
2016
Beacon Capital Management Inc (Ohio)
Ohio
$3K -$1.62K -10 -34%
TF
2017
TimeScale Financial
Massachusetts
$2K -$10.9K -67 -84%
HS
2018
Horan Securities
United States
$2K -$5.68K -35 -70%
MFA
2019
McClarren Financial Advisors
Pennsylvania
$2K +$2.76K +17 New
GFPC
2020
Global Financial Private Client
Florida
$1.77K +$1.79K +11 New
TAM
2021
Tucker Asset Management
Colorado
$1.6K +$1.62K +10 New
ED
2022
Exane Derivatives
France
$1.12K – – –
TI
2023
Truehand Inc
New Hampshire
$1K – – –
AFG
2024
Albion Financial Group
Utah
$1K +$975 +6 New
WAM
2025
Wolverine Asset Management
Illinois
$1K +$1.3K +8 New