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TJX Companies
TJX

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2001
Independent Solutions Wealth Management
New York
$380K +$158K +1,013 +74%
UPS
2002
UHLMANN PRICE SECURITIES
Illinois
$379K +$372K +2,389 New
PCM
2003
Princeton Capital Management
New Jersey
$379K -$6.07K -39 -2%
WWM
2004
Whalen Wealth Management
Nevada
$379K +$369K +2,371 New
PWW
2005
Pettyjohn Wood & White
Virginia
$378K – – –
CFS
2006
Coordinated Financial Services
Colorado
$378K -$11.2K -72 -3%
DW30
2007
Drucker Wealth 3.0
New Jersey
$377K -$7.63K -49 -2%
PAM
2008
Peak Asset Management
Colorado
$376K -$2.8K -18 -0.8%
AC
2009
AXQ Capital
New Jersey
$376K +$366K +2,352 New
PCMF
2010
Private Capital Management (Florida)
Florida
$375K – – –
SIS
2011
Sound Income Strategies
Florida
$374K -$7.32K -47 -2%
FFA
2012
Florida Financial Advisors
Florida
$374K +$20.7K +133 +6%
IFS
2013
Ifrah Financial Services
Arkansas
$373K -$5.61K -36 -2%
FCM
2014
Family Capital Management
Michigan
$372K +$57.8K +371 +19%
BWP
2015
Baldwin Wealth Partners
Massachusetts
$372K -$57.3K -368 -14%
OWA
2016
Octavia Wealth Advisors
Ohio
$371K -$21K -135 -5%
RWM
2017
RKL Wealth Management
Pennsylvania
$368K -$17.8K -114 -5%
BBI
2018
Baxter Bros Inc
Connecticut
$367K +$156 +1 +0%
FA
2019
FDx Advisors
Illinois
$365K -$2.96K -19 -0.8%
ARC
2020
Advisor Resource Council
Texas
$363K +$23.4K +150 +7%
FWA
2021
Flagship Wealth Advisors
Massachusetts
$362K -$234K -1,500 -34%
6F
2022
626 Financial
Michigan
$361K +$14K +90 +4%
RI
2023
Ridgewood Investments
New Jersey
$359K +$351K +2,251 New
VAM
2024
Virtue Asset Management
Illinois
$358K +$934 +6 +0.3%
ACM
2025
Armbruster Capital Management
New York
$358K – – –
79 80
81
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