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TJX Companies
TJX

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
2001
McIlrath & Eck
Washington
$218K – – –
PPA
2002
Pacific Point Advisors
California
$216K +$206K +1,725 New
MWM
2003
Momentous Wealth Management
Washington
$215K +$213K +1,781 New
CD
2004
Chapin Davis
Maryland
$215K – – –
UFF
2005
USA Financial Formulas
Michigan
$214K -$188K -1,572 -47%
RPWA
2006
Regent Peak Wealth Advisors
Georgia
$213K -$16.8K -141 -7%
MF
2007
Manchester Financial
California
$213K – – –
VC
2008
Vicus Capital
Pennsylvania
$212K -$46K -385 -18%
WSCM
2009
Wellington Shields Capital Management
New York
$212K – – –
SDWMA
2010
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K – – –
HBWM
2011
Hollow Brook Wealth Management
New York
$211K – – –
SCM
2012
SOL Capital Management
Maryland
$211K – – –
RWI
2013
Red Wave Investments
Pennsylvania
$211K +$1.07K +9 +0.5%
BWM
2014
BCGM Wealth Management
Indiana
$210K -$38K -318 -15%
SPP
2015
Single Point Partners
Massachusetts
$210K +$208K +1,740 New
DLA
2016
Douglas Lane & Associates
New York
$209K -$119 -1 -0.1%
ES
2017
Eagle Strategies
New York
$208K -$20.4K -171 -9%
ORI
2018
Oak Ridge Investments
Illinois
$208K – – –
KIM
2019
Kestra Investment Management
Texas
$207K -$123K -1,028 -37%
PGA
2020
Portland Global Advisors
Maine
$207K +$205K +1,716 New
CIC
2021
Crawford Investment Counsel
Georgia
$207K +$204K +1,712 New
PFA
2022
Pathway Financial Advisers
Indiana
$207K +$597 +5 +0.3%
NBWM
2023
North Berkeley Wealth Management
California
$205K +$203K +1,700 New
CPA
2024
Cardiff Park Advisors
California
$204K +$201K +1,688 New
DFP
2025
Defined Financial Planning
California
$204K +$201K +1,687 New
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