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TJX Companies
TJX

Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
2001
Woodley Farra Manion Portfolio Management
Indiana
$226K – – –
CAM
2002
Creekmur Asset Management
Illinois
$225K +$223K +1,834 +11,463%
PCS
2003
Private Client Services
Kentucky
$225K +$364 +3 +0.2%
HWMO
2004
Heritage Wealth Management (Ohio)
Ohio
$225K – – –
SMA
2005
Seven Mile Advisory
New Jersey
$224K -$3.64K -30 -2%
FI
2006
Financial Insights
Washington
$224K +$223K +1,840 New
DWM
2007
Diversify Wealth Management
Utah
$224K +$7.89K +65 +4%
V
2008
VeraBank
Texas
$224K +$486 +4 +0.2%
OPPS
2009
Obsidian Personal Planning Solutions
Maryland
$224K -$5.34K -44 -2%
SAM
2010
Seelaus Asset Management
New Jersey
$223K – – –
MIP
2011
Marietta Investment Partners
Wisconsin
$223K – – –
CWM
2012
Centurion Wealth Management
Virginia
$222K – – –
CPC
2013
Cookson Peirce & Co
Pennsylvania
$221K – – –
VC
2014
Vicus Capital
Pennsylvania
$220K +$6.55K +54 +3%
RAM
2015
Readystate Asset Management
Illinois
$220K +$219K +1,808 New
AWM
2016
Austin Wealth Management
Texas
$220K +$211K +1,740 New
NWAG
2017
Net Worth Advisory Group
Utah
$220K -$476K -3,925 -68%
OCPWS
2018
One Charles Private Wealth Services
Massachusetts
$220K – – –
MWM
2019
Momentous Wealth Management
Washington
$219K +$1.7K +14 +0.8%
WIA
2020
Wealthedge Investment Advisors
New York
$218K -$55.6K -458 -20%
ES
2021
Eagle Strategies
New York
$218K +$8.13K +67 +4%
HNWA
2022
Henrickson Nauta Wealth Advisors
Michigan
$217K +$3.76K +31 +2%
ME
2023
McIlrath & Eck
Washington
$217K -$2.55K -21 -1%
ML
2024
Mayport LLC
Massachusetts
$216K -$3.64K -30 -2%
MAG
2025
M3 Advisory Group
Massachusetts
$216K -$85.5K -704 -28%
79 80
81
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