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TJX Companies
TJX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
2001
Pacific Point Advisors
California
$381K +$11.7K +74 +3%
AF
2002
Advisornet Financial
Minnesota
$381K +$11.7K +74 +3%
KFAS
2003
Keating Financial Advisory Services
Kansas
$381K -$27.2K -172 -6%
BAM
2004
Burkett Asset Management
$380K -$17.4K -110 -4%
W
2005
Wealthquest
Ohio
$379K +$15.7K +99 +4%
CB
2006
Cooke & Bieler
Pennsylvania
$379K – – –
HC
2007
Hoese & Co
Minnesota
$379K – – –
LIA
2008
LBMC Investment Advisors
Tennessee
$378K +$163K +1,030 +70%
EA
2009
Enclave Advisors
Texas
$378K -$791 -5 -0.2%
MF
2010
Montis Financial
Massachusetts
$376K +$7.43K +47 +2%
OCM
2011
Orion Capital Management
California
$376K -$791 -5 -0.2%
RWM
2012
RKL Wealth Management
Pennsylvania
$375K +$27.2K +172 +7%
BWS
2013
Broadway Wealth Solutions
Texas
$374K +$7.27K +46 +2%
IFS
2014
Ifrah Financial Services
Arkansas
$374K +$21.2K +134 +6%
EWA
2015
Emergent Wealth Advisors
New York
$374K +$277K +1,750 New
GCM
2016
Generation Capital Management
New York
$374K – – –
PHWM
2017
Pine Harbor Wealth Management
Maryland
$374K – – –
OFO
2018
OneAscent Family Office
Alabama
$373K +$82.5K +522 +27%
DOA
2019
D'Orazio & Associates
Virginia
$372K -$18.7K -118 -5%
EWM
2020
Endowment Wealth Management
Wisconsin
$372K -$7.12K -45 -2%
MHR
2021
Matthew Hamilton Rosenberg
$372K – – –
CST
2022
Charles Schwab Trust
Nevada
$372K – – –
AT
2023
Arlington Trust
Alabama
$370K +$136K +860 +54%
TC
2024
Trilogy Capital
California
$370K -$32.1K -203 -8%
WLPWM
2025
Walled Lake Planning & Wealth Management
Illinois
$369K -$39.8K -252 -9%
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