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TJX Companies
TJX

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
2001
Caldwell Sutter Capital
California
$6.59K -$679 -7 -10%
HWP
2002
Highline Wealth Partners
California
$5.68K – – –
FRA
2003
Frank Rimerman Advisors
California
$5.48K – – –
CWM
2004
CarsonAllaria Wealth Management
Illinois
$5.25K – – –
RFG
2005
REAP Financial Group
Texas
$5.09K +$194 +2 +4%
SA
2006
SRH Advisors
Kansas
$4.67K – – –
FIA
2007
FPC Investment Advisory
California
$4.1K +$4.17K +43 New
BC
2008
Broadwater Capital
Massachusetts
$4.06K – – –
FPB
2009
First PREMIER Bank
South Dakota
$4K – – –
SWM
2010
Sanctuary Wealth Management
Idaho
$3.75K – – –
MAWCM
2011
Mine & Arao Wealth Creation & Management
California
$3.75K – – –
PIS
2012
POM Investment Strategies
North Carolina
$3.25K – – –
TCM
2013
TD Capital Management
Tennessee
$3.04K +$2.91K +30 New
PCM
2014
Perritt Capital Management
Illinois
$2.55K – – –
FSWA
2015
Financial Synergies Wealth Advisors
Texas
$2.54K +$679 +7 +39%
TFA
2016
Toth Financial Advisory
Virginia
$2.5K – – –
ACA
2017
Atlas Capital Advisors
Wyoming
$2.43K – – –
SJIM
2018
St. Johns Investment Management
Florida
$2.33K +$2.23K +23 New
BWL
2019
Bogart Wealth LLC
Virginia
$2.23K +$2.13K +22 New
RDIA
2020
RE Dickinson Investment Advisors
Iowa
$2K – – –
RS
2021
Rakuten Securities
Japan
$1.83K +$97 +1 +6%
PCTC
2022
Perkins Coie Trust Company
Washington
$1.82K – – –
HFS
2023
Horizon Financial Services
North Carolina
$1.72K +$1.65K +17 New
RAM
2024
Riggs Asset Management
Pennsylvania
$1.32K +$1.26K +13 New
MSFP
2025
Mark Sheptoff Financial Planning
Connecticut
$1.32K – – –
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81
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