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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
2001
Avidian Wealth Enterprises
Texas
$324K +$59.3K +258 +25%
LRPA
2002
L. Roy Papp & Associates
Arizona
$323K +$21.6K +94 +8%
LCGC
2003
Legacy Capital Group California
California
$323K -$3.68K -16 -1%
OL
2004
Optas LLC
Texas
$322K +$15.4K +67 +6%
CM
2005
Capula Management
Cayman Islands
$322K +$290K +1,263 New
EIP
2006
Easterly Investment Partners
Massachusetts
$321K -$230 -1 -0.1%
BDF
2007
Black Diamond Financial
Maryland
$321K – – –
R
2008
Rebalance
California
$318K – – –
HCM
2009
Hall Capital Management
Rhode Island
$316K – – –
WAG
2010
Winthrop Advisory Group
Massachusetts
$315K +$3.68K +16 +1%
GWM
2011
GSB Wealth Management
Connecticut
$315K -$8.74K -38 -3%
HDIM
2012
Hanson & Doremus Investment Management
Vermont
$314K +$30.3K +132 +12%
SC
2013
Searle & Co
Connecticut
$314K – – –
CPC
2014
Congress Park Capital
New York
$314K – – –
FFA
2015
Fi3 Financial Advisors
Indiana
$313K +$5.98K +26 +2%
BAM
2016
Bosun Asset Management
Illinois
$312K +$282K +1,225 New
IWA
2017
IVC Wealth Advisors
Pennsylvania
$311K +$9.65K +42 +4%
THL
2018
Tillman Hartley LLC
Colorado
$311K – – –
BA
2019
Bristlecone Advisors
Washington
$309K -$26.4K -115 -9%
HP
2020
Hilltop Partners
Indiana
$308K -$7.59K -33 -3%
GPA
2021
Garrison Point Advisors
California
$308K -$1.15K -5 -0.4%
AFG
2022
Albion Financial Group
Utah
$306K +$274K +1,193 +11,930%
MIG
2023
McGuire Investment Group
Rhode Island
$306K – – –
SCM
2024
Stonehearth Capital Management
Massachusetts
$306K -$230 -1 -0.1%
PP
2025
Pegasus Partners
Wisconsin
$305K -$51.7K -225 -16%
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