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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
2001
Biltmore Family Office
North Carolina
$313K -$435K -1,947 -58%
PWS
2002
Proactive Wealth Strategies
Georgia
$313K -$114K -510 -27%
GPA
2003
Garrison Point Advisors
California
$313K – – –
CTA
2004
Colonial Trust Advisors
South Carolina
$312K – – –
AO
2005
Advisor OS
Illinois
$312K +$107K +479 +52%
CWM
2006
Centric Wealth Management
Illinois
$311K +$6.7K +30 +2%
BPFA
2007
Barnes Pettey Financial Advisors
Mississippi
$311K – – –
BLC
2008
Brown, Lisle/Cummings
Rhode Island
$311K +$223 +1 +0.1%
FBT
2009
First Bank & Trust
South Dakota
$311K -$48.9K -219 -14%
HSG
2010
Helen Stephens Group
Texas
$310K +$1.12K +5 +0.4%
PCP
2011
Perbak Capital Partners
United Kingdom
$310K +$312K +1,397 New
IDA
2012
Intelligence Driven Advisers
California
$309K +$311K +1,392 New
CWMP
2013
Clarion Wealth Managment Partners
Virginia
$308K +$310K +1,388 New
HL
2014
HeadInvest LLC
Maine
$308K – – –
PIMG
2015
Patriot Investment Management Group
Tennessee
$307K -$4.02K -18 -1%
DS
2016
DRW Securities
Illinois
$306K +$85K +381 +38%
PWM
2017
Prentice Wealth Management
New York
$306K – – –
EWM
2018
Evermay Wealth Management
Virginia
$305K -$55.8K -250 -15%
SPFA
2019
Summit Place Financial Advisors
New Jersey
$305K – – –
NRC
2020
New Republic Capital
North Carolina
$304K -$4.24K -19 -1%
MMA
2021
Mizuho Markets Americas
New York
$304K -$774K -3,467 -72%
AIM
2022
Advyzon Investment Management
Illinois
$304K +$71.6K +321 +31%
WEG
2023
World Equity Group
Illinois
$303K +$305K +1,366 New
HP
2024
Hilltop Partners
Indiana
$302K +$32.8K +147 +12%
PA
2025
PSI Advisors
Florida
$302K – – –
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