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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
QT
2001
Quantbot Technologies
New York
$251K +$10.6K +46 +4%
PIA
2002
Perennial Investment Advisors
California
$250K +$460 +2 +0.2%
EI
2003
Ellevest Inc
New York
$250K +$8.74K +38 +3%
CWG
2004
Crown Wealth Group
North Carolina
$250K +$285K +1,237 New
BFG
2005
Berger Financial Group
Minnesota
$249K -$230 -1 -0.1%
TA
2006
TruWealth Advisors
Louisiana
$249K – – –
GPA
2007
Garrison Point Advisors
California
$247K – – –
GFS
2008
GYL Financial Synergies
Connecticut
$247K +$35.2K +153 +14%
NRI
2009
NFP Retirement Inc
California
$247K +$280K +1,219 New
OCPWS
2010
One Charles Private Wealth Services
Massachusetts
$246K -$4.6K -20 -2%
SAM
2011
Sompo Asset Management
Japan
$246K +$36.8K +160 +15%
PWP
2012
Pursue Wealth Partners
California
$245K – – –
BONST
2013
Bank of Nova Scotia Trust
Ontario, Canada
$245K -$2.76K -12 -1%
NAM
2014
NTV Asset Management
West Virginia
$245K – – –
JSW
2015
Journey Strategic Wealth
New Jersey
$245K +$31.5K +137 +13%
NF
2016
Nikulski Financial
Iowa
$245K +$71.3K +310 +34%
CG
2017
Clarus Group
Texas
$244K -$6.21K -27 -2%
AWM
2018
Accel Wealth Management
Iowa
$244K +$11.7K +51 +4%
SCM
2019
Stonehearth Capital Management
Massachusetts
$243K – – –
FPWM
2020
FSB Premier Wealth Management
Iowa
$242K -$251K -1,093 -48%
CL
2021
CPWM LLC
Washington
$242K -$82.6K -359 -23%
EWM
2022
Elmwood Wealth Management
California
$242K -$1.15K -5 -0.4%
IP
2023
Ignite Planners
California
$241K -$457K -1,985 -62%
CGA
2024
Crescent Grove Advisors
Illinois
$241K -$75.9K -330 -22%
DEM
2025
Disciplined Equity Management
Florida
$241K – – –
79 80
81
82 83