We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2001
Carroll Financial Associates
North Carolina
$318K +$9.72K +55 +3%
SGK
2002
Steigerwald Gordon & Koch
Virginia
$318K +$60.8K +344 +24%
WPA
2003
West Paces Advisors
Georgia
$316K +$5.3K +30 +2%
HC
2004
Hamilton Capital
Ohio
$316K +$317K +1,791 New
OWP
2005
Obermeyer Wealth Partners
Colorado
$314K +$79.5K +450 +34%
SPWA
2006
SteelBridge Private Wealth Advisors
Florida
$313K -$8.66K -49 -3%
IIC
2007
Ironwood Investment Counsel
Arizona
$311K +$6.72K +38 +2%
FTI
2008
Fiduciary Trust International
Massachusetts
$309K +$310K +1,752 New
JFL
2009
Jarislowsky, Fraser Ltd
Quebec, Canada
$308K +$35.3K +200 +13%
LRIA
2010
Leonard Rickey Investment Advisors
Washington
$308K +$308K +1,745 New
FPC
2011
Falcon Point Capital
California
$307K +$94.2K +533 +44%
CHA
2012
Cooper/Haims Advisors
New York
$305K +$306K +1,729 New
TTWM
2013
TCV Trust & Wealth Management
Virginia
$304K – – –
CP
2014
Corbenic Partners
Pennsylvania
$304K +$2.65K +15 +0.9%
EWF
2015
Epstein & White Financial
California
$304K +$302K +1,707 New
YP
2016
Yellowstone Partners
Idaho
$303K -$41K -232 -12%
RIG
2017
Renaissance Investment Group
Massachusetts
$303K – – –
SIA
2018
SeaBridge Investment Advisors
New Jersey
$302K +$42.4K +240 +16%
AAM
2019
Autus Asset Management
Arizona
$302K +$44.5K +252 +17%
VA
2020
Valmark Advisers
Ohio
$302K +$302K +1,711 New
CI
2021
Cowen Inc
New York
$300K +$70.7K +400 +31%
JFGLC
2022
Johnson Financial Group LLC (Colorado)
Colorado
$299K -$104K -589 -26%
CNB
2023
Camden National Bank
Maine
$299K +$79.5K +450 +36%
CFIA
2024
Cantor Fitzgerald Investment Advisors
New York
$297K +$298K +1,684 New
FCMC
2025
Founders Capital Management (Connecticut)
Connecticut
$296K – – –
79 80
81
82 83