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TJX Companies
TJX

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
2001
Ifrah Financial Services
Arkansas
$364K -$10.9K -74 -3%
WP
2002
WealthPLAN Partners
Nebraska
$364K -$42.6K -288 -11%
PAM
2003
Peak Asset Management
Colorado
$364K – – –
BW
2004
BIP Wealth
Georgia
$364K -$11.5K -78 -3%
GHI
2005
Gross & Hartman Investments
Pennsylvania
$364K +$350K +2,367 New
PWW
2006
Pettyjohn Wood & White
Virginia
$363K +$85.3K +577 +32%
OA
2007
Oxbow Advisors
Texas
$363K -$9.17K -62 -3%
W
2008
Wealthquest
Ohio
$363K +$349K +2,361 New
MF
2009
Magnetar Financial
Illinois
$361K -$598K -4,041 -63%
PCMF
2010
Private Capital Management (Florida)
Florida
$361K +$348K +2,350 New
WRPWM
2011
Werba Rubin Papier Wealth Management
California
$361K +$25.3K +171 +8%
WE
2012
Wealth Effects
Massachusetts
$359K – – –
DOA
2013
D'Orazio & Associates
Virginia
$359K +$4.58K +31 +1%
MSA
2014
Marino Stram & Associates
Massachusetts
$359K -$229K -1,551 -40%
FCG
2015
Fielder Capital Group
Tennessee
$359K +$40.4K +273 +13%
ACI
2016
Alpha Cubed Investments
California
$357K -$1.92K -13 -0.6%
CCM
2017
Crew Capital Management
Ohio
$357K +$44.5K +301 +15%
FM
2018
Family Management
New York
$356K +$343K +2,320 New
ACA
2019
Arsenal Capital Advisors
Pennsylvania
$356K +$343K +2,319 New
VCM
2020
Virtue Capital Management
Tennessee
$355K -$1.31M -8,872 -79%
FF
2021
Francis Financial
$355K +$6.66K +45 +2%
MAM
2022
Mystic Asset Management
Rhode Island
$355K +$74.4K +503 +28%
FA
2023
FDx Advisors
Illinois
$354K -$5.32K -36 -2%
CG
2024
Corundum Group
Colorado
$354K +$341K +2,303 New
BBI
2025
Baxter Bros Inc
Connecticut
$353K +$1.48K +10 +0.4%
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81
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