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Lowe's Companies
LOW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
2001
Broadway Wealth Solutions
Texas
$349K +$18.7K +76 +6%
PWM
2002
Partners Wealth Management
California
$349K +$4.91K +20 +1%
PIMG
2003
Patriot Investment Management Group
Tennessee
$348K +$246 +1 +0.1%
SPFA
2004
Summit Place Financial Advisors
New Jersey
$346K – – –
SAM
2005
Secure Asset Management
Michigan
$345K -$16K -65 -4%
HP
2006
Hilltop Partners
Indiana
$344K +$1.47K +6 +0.4%
PWM
2007
Prentice Wealth Management
New York
$344K -$2.46K -10 -0.7%
RWM
2008
Raffa Wealth Management
District of Columbia
$343K +$4.42K +18 +1%
EWP
2009
Equity Wealth Partners
Missouri
$343K +$335K +1,365 New
PA
2010
PSI Advisors
Florida
$342K – – –
OCPWS
2011
One Charles Private Wealth Services
Massachusetts
$342K +$2.46K +10 +0.7%
SBWIC
2012
Schaper Benz & Wise Investment Counsel
Wisconsin
$339K -$201K -820 -38%
SFP
2013
Shepherd Financial Partners
Massachusetts
$339K +$2.21K +9 +0.7%
BPFA
2014
Barnes Pettey Financial Advisors
Mississippi
$338K -$13.5K -55 -4%
SGK
2015
Steigerwald Gordon & Koch
Virginia
$337K +$36.9K +150 +13%
FC
2016
Fusion Capital
South Carolina
$336K +$12.3K +50 +4%
GAA
2017
Guardian Asset Advisors
Pennsylvania
$335K -$29.2K -119 -8%
OWIM
2018
Old West Investment Management
California
$335K – – –
AWS
2019
Aspen Wealth Strategies
Colorado
$334K +$46.2K +188 +16%
EPM
2020
Elm Partners Management
Pennsylvania
$334K +$327K +1,329 New
NL
2021
Navalign LLC
California
$332K +$42.5K +173 +15%
ES
2022
Eagle Strategies
New York
$332K -$3.93K -16 -1%
PL
2023
Perpetual Ltd
Australia
$332K +$325K +1,322 New
SIM
2024
Sentry Investment Management
Wisconsin
$332K +$121K +494 +55%
AFT
2025
Alpha Family Trust
California
$332K – – –
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