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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
2001
Garrison Point Advisors
California
$315K – – –
BRG
2002
Bay Rivers Group
Virginia
$314K – – –
NAM
2003
NTV Asset Management
West Virginia
$314K – – –
TIA
2004
Tandem Investment Advisors
South Carolina
$314K +$4.99K +21 +2%
RF
2005
Rollins Financial
Georgia
$314K +$288K +1,213 New
PWP
2006
Pursue Wealth Partners
California
$313K +$288K +1,210 New
C
2007
Certuity
Florida
$312K -$211K -888 -42%
DA
2008
Duality Advisers
Florida
$311K +$286K +1,205 New
BCP
2009
Berkeley Capital Partners
Georgia
$310K -$11.9K -50 -4%
EI
2010
Ellevest Inc
New York
$310K -$4.04K -17 -1%
CC
2011
Capital Counsel
New York
$310K – – –
SCM
2012
Stonehearth Capital Management
Massachusetts
$310K – – –
TCBWMS
2013
Texas Capital Bank Wealth Management Services
Texas
$310K +$14.5K +61 +5%
FWP
2014
Firethorn Wealth Partners
Georgia
$310K +$285K +1,198 New
EWM
2015
Elmwood Wealth Management
California
$310K +$285K +1,200 New
QT
2016
Quantbot Technologies
New York
$309K -$670K -2,817 -70%
DEM
2017
Disciplined Equity Management
Florida
$308K +$283K +1,190 New
P
2018
Palladiem
Pennsylvania
$307K – – –
AF
2019
AtlasMark Financial
Texas
$306K – – –
FDS
2020
First Dallas Securities
Texas
$304K -$53.5K -225 -16%
KFSC
2021
Keystone Financial Services (Colorado)
Colorado
$304K +$279K +1,175 New
ESCM
2022
Echo Street Capital Management
New York
$303K +$278K +1,171 New
CCM
2023
Carlson Capital Management
Minnesota
$303K +$279K +1,174 New
CG
2024
Clarus Group
Texas
$302K – – –
CB
2025
Cadence Bank
Mississippi
$301K – – –
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