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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
TD Capital Management
Tennessee
$169K +$175K +900 New
JWM
2002
Janiczek Wealth Management
Colorado
$166K +$5.06K +26 +3%
MSFP
2003
Mark Sheptoff Financial Planning
Connecticut
$165K -$39K -200 -19%
TC
2004
Truvestments Capital
Florida
$161K +$584 +3 +0.4%
EIP
2005
Ellis Investment Partners
Pennsylvania
$159K +$584 +3 +0.4%
BA
2006
Bellwether Advisors
Nebraska
$156K +$12.7K +65 +8%
SWA
2007
SOA Wealth Advisors
New York
$148K – – –
HI
2008
Hudock Inc
Pennsylvania
$148K +$390 +2 +0.3%
RP
2009
Rowlandmiller & Partners
Georgia
$145K – – –
PVH
2010
Psagot Value Holdings
Israel
$141K -$259K -1,330 -64%
VCM
2011
Versant Capital Management
Arizona
$141K -$1.17K -6 -0.8%
SOW
2012
State of Wyoming
Wyoming
$139K -$128K -657 -47%
AW
2013
Avion Wealth
Texas
$136K – – –
QT
2014
Quantbot Technologies
New York
$136K +$142K +729 New
AP
2015
Arlington Partners
Alabama
$132K -$490K -2,518 -78%
CAC
2016
Core Alternative Capital
Georgia
$126K +$41.1K +211 +46%
AIM
2017
Axiom Investment Management
New York
$126K +$131K +675 New
WB
2018
West Bancorporation
Iowa
$125K -$3.51K -18 -3%
SC
2019
Seldon Capital
California
$124K – – –
FWM
2020
Focused Wealth Management
New York
$124K +$195 +1 +0.2%
MCM
2021
MV Capital Management
Maryland
$124K +$32.1K +165 +33%
CC
2022
Corsicana & Co
Texas
$118K – – –
TWM
2023
Tradition Wealth Management
Minnesota
$117K +$108K +552 +789%
GM
2024
GeoWealth Management
Illinois
$112K +$115K +589 New
HF
2025
Halpern Financial
Virginia
$108K -$9.93K -51 -8%
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