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Lowe's Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FPB
2001
First PREMIER Bank
South Dakota
$48K
IHWM
2002
Iron Horse Wealth Management
Iowa
$48K
MA
2003
MCF Advisors
Kentucky
$48K +$515 +3 +1%
RCA
2004
Ranch Capital Advisors
Florida
$47K
AWM
2005
Activest Wealth Management
Florida
$47K +$42.7K +249 New
MCM
2006
MV Capital Management
Maryland
$46K +$3.09K +18 +8%
FMP
2007
Financial Management Professionals
Texas
$45K
EI
2008
Ellevest Inc
New York
$44K -$858 -5 -2%
GSAM
2009
Grant Street Asset Management
Pennsylvania
$43K +$19.9K +116 +105%
JFA
2010
JNBA Financial Advisors
Minnesota
$40K +$24.7K +144 +225%
KFS
2011
Kelly Financial Services
Massachusetts
$39.5K -$17K -99 -32%
LWA
2012
Lowe Wealth Advisors
Maryland
$39K
JMFC
2013
J.M. Forbes & Co
Massachusetts
$38K
PA
2014
Perennial Advisors
New York
$38K
DWMG
2015
DB Wealth Management Group
California
$37K
WWM
2016
Wolff Wiese Magana
California
$35K +$5.83K +34 +23%
RA
2017
Resolute Advisors
California
$34K +$30.4K +177 New
WLPWM
2018
Walled Lake Planning & Wealth Management
Illinois
$33K
WCM
2019
Wealthcare Capital Management
Virginia
$33K +$29.7K +173 New
BC
2020
Burleson & Co
California
$33K +$30.2K +176 New
MFT
2021
Moisand Fitzgerald Tamayo
Florida
$32K
DWP
2022
Destiny Wealth Partners
Florida
$31K
LWP
2023
Laurel Wealth Planning
Minnesota
$30K
CHA
2024
Carmichael Hill & Associates
Maryland
$29K
TIM
2025
Tortoise Investment Management
New York
$29K