We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2001
Taurus Asset Management
New York
$444K -$50.2K -275 -11%
LIA
2002
LBMC Investment Advisors
Tennessee
$444K +$99K +542 +31%
DCM
2003
Driehaus Capital Management
Illinois
$443K -$29.4K -161 -7%
JPLA
2004
Joseph P. Lucia & Associates
New York
$443K +$205K +1,121 +96%
HCIA
2005
Hochman Cole Investment Advisors
Illinois
$440K -$9.14K -50 -2%
FSC
2006
Full Sail Capital
Oklahoma
$438K -$29.4K -161 -6%
GEA
2007
Glen Eagle Advisors
New Jersey
$436K +$6.58K +36 +2%
BAAM
2008
Baker Avenue Asset Management
California
$436K -$13.7K -75 -3%
SP
2009
Successful Portfolios
Florida
$434K -$9.87K -54 -2%
AP
2010
Arlington Partners
Alabama
$434K +$96.3K +527 +31%
PAM
2011
Peak Asset Management
Colorado
$433K -$136K -742 -25%
SFWA
2012
Summit Financial Wealth Advisors
Louisiana
$433K +$15.2K +83 +4%
PV
2013
Private Vista
Illinois
$432K -$13.3K -73 -3%
JWA
2014
JFS Wealth Advisors
Pennsylvania
$432K -$9.14K -50 -2%
OWA
2015
Outlook Wealth Advisors
Texas
$431K +$38.9K +213 +11%
CI
2016
CX Institutional
Indiana
$430K +$70.7K +387 +21%
FDS
2017
First Dallas Securities
Texas
$429K +$9.14K +50 +2%
FPFS
2018
First Personal Financial Services
North Carolina
$429K +$13.3K +73 +3%
OPA
2019
Old Port Advisors
Maine
$428K -$40.9K -224 -9%
FWM
2020
Fairhaven Wealth Management
Illinois
$426K – – –
AIM
2021
Arcadia Investment Management
Michigan
$425K -$1.02M -5,566 -72%
THWM
2022
Taylor Hoffman Wealth Management
Virginia
$424K – – –
SCM
2023
Smith Capital Management
Arkansas
$422K -$13.7K -75 -3%
NCM
2024
Nelson Capital Management
California
$420K +$5.12K +28 +1%
LRIA
2025
Leonard Rickey Investment Advisors
Washington
$420K +$87.9K +481 +28%
79 80
81
82 83