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TJX Companies
TJX

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2001
LBMC Investment Advisors
Tennessee
$378K +$163K +1,030 +70%
EA
2002
Enclave Advisors
Texas
$378K -$791 -5 -0.2%
MF
2003
Montis Financial
Massachusetts
$376K +$7.43K +47 +2%
OCM
2004
Orion Capital Management
California
$376K -$791 -5 -0.2%
RWM
2005
RKL Wealth Management
Pennsylvania
$375K +$27.2K +172 +7%
BWS
2006
Broadway Wealth Solutions
Texas
$374K +$7.27K +46 +2%
IFS
2007
Ifrah Financial Services
Arkansas
$374K +$21.2K +134 +6%
EWA
2008
Emergent Wealth Advisors
New York
$374K +$277K +1,750 New
GCM
2009
Generation Capital Management
New York
$374K – – –
PHWM
2010
Pine Harbor Wealth Management
Maryland
$374K – – –
OFO
2011
OneAscent Family Office
Alabama
$373K +$82.5K +522 +27%
DOA
2012
D'Orazio & Associates
Virginia
$372K -$18.7K -118 -5%
EWM
2013
Endowment Wealth Management
Wisconsin
$372K -$7.12K -45 -2%
MHR
2014
Matthew Hamilton Rosenberg
$372K – – –
CST
2015
Charles Schwab Trust
Nevada
$372K – – –
AT
2016
Arlington Trust
Alabama
$370K +$136K +860 +54%
TC
2017
Trilogy Capital
California
$370K -$32.1K -203 -8%
WLPWM
2018
Walled Lake Planning & Wealth Management
Illinois
$369K -$39.8K -252 -9%
PAG
2019
Private Advisory Group
Washington
$368K +$81.3K +514 +27%
MCWA
2020
Meadow Creek Wealth Advisors
Georgia
$368K -$20.9K -132 -5%
BWM
2021
Baron Wealth Management
Michigan
$367K +$1.26K +8 +0.3%
TB
2022
Terril Brothers
Missouri
$367K – – –
VC
2023
Vicus Capital
Pennsylvania
$367K +$106K +670 +38%
GHI
2024
Gross & Hartman Investments
Pennsylvania
$366K -$7.12K -45 -2%
CBT
2025
Crews Bank & Trust
Florida
$366K -$1.42K -9 -0.4%
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