We are live on ! Find out more
SBUX icon

Starbucks
SBUX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
PBMares Wealth Management
Virginia
$202K -$35.1K -405 -16%
EMAM
2002
Encompass More Asset Management
California
$201K +$5.29K +61 +3%
DWM
2003
Daner Wealth Management
Georgia
$201K +$187K +2,155 New
RWA
2004
Redhawk Wealth Advisors
Minnesota
$201K -$6.59K -76 -3%
PK
2005
Pflug Koory
Nebraska
$200K – – –
HL
2006
HeadInvest LLC
Maine
$200K – – –
NRWA
2007
North Ridge Wealth Advisors
Oregon
$197K – – –
CFG
2008
CKW Financial Group
Hawaii
$197K – – –
SAM
2009
Sherman Asset Management
California
$197K -$86K -992 -32%
AIC
2010
Archer Investment Corporation
Indiana
$193K +$173 +2 +0.1%
TIM
2011
Thompson Investment Management
Wisconsin
$190K -$52.8K -609 -23%
CCA
2012
Catalyst Capital Advisors
New York
$188K +$10.9K +126 +7%
BGAI
2013
Bruce G. Allen Investments
Colorado
$187K -$19K -219 -10%
PAG
2014
Paladin Advisory Group
Iowa
$184K – – –
SPM
2015
Symmetry Peak Management
Pennsylvania
$176K +$166K +1,920 New
AWM
2016
AllSquare Wealth Management
New York
$174K -$26K -300 -14%
FRA
2017
Front Row Advisors
California
$174K -$185K -2,139 -53%
DWA
2018
Dougherty Wealth Advisers
Minnesota
$171K – – –
BWM
2019
Bullock Wealth Management
Indiana
$170K -$2.34K -27 -1%
OP
2020
ORG Partners
Indiana
$169K -$26.5K -306 -15%
CFD
2021
Creative Financial Designs
Indiana
$169K -$3.47K -40 -2%
SL
2022
Salomon & Ludwin
Virginia
$168K +$17.3K +200 +13%
RF
2023
Rossby Financial
Florida
$168K +$4.85K +56 +3%
BSC
2024
Brown Shipley & Co
United Kingdom
$168K – – –
HNB
2025
Hilltop National Bank
Wyoming
$166K +$157K +1,810 New
79 80
81
82 83