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Texas Instruments
TXN

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Highview Capital Management
Illinois
$225K – – –
WSC
2002
Wellington Shields & Co
New York
$225K – – –
PWAM
2003
Private Wealth Asset Management
Iowa
$225K +$234K +1,250 New
SPA
2004
Sherbrooke Park Advisers
New York
$224K -$422K -2,254 -64%
FRA
2005
Front Row Advisors
California
$224K -$936 -5 -0.4%
CFA
2006
Cahill Financial Advisors
Minnesota
$224K +$562 +3 +0.2%
SWA
2007
Strategies Wealth Advisors
Michigan
$223K +$233K +1,242 New
LIA
2008
LBMC Investment Advisors
Tennessee
$223K – – –
MA
2009
MONECO Advisors
Connecticut
$223K -$936 -5 -0.4%
TYCC
2010
Texas Yale Capital Corp
Florida
$223K – – –
IIL
2011
Insight Inv LLC
California
$222K +$2.87M +15,346 +1,333%
CT
2012
Coastline Trust
Rhode Island
$222K -$1.5K -8 -0.6%
CAAS
2013
Capital Asset Advisory Services
Michigan
$222K -$27.5K -147 -11%
SB
2014
Sunflower Bank
Texas
$222K +$5.24K +28 +2%
KCM
2015
Kathmere Capital Management
Pennsylvania
$221K -$4.12K -22 -2%
PHIC
2016
Pine Haven Investment Counsel
Massachusetts
$221K – – –
W
2017
Wealthquest
Ohio
$221K +$8.99K +48 +4%
SWG
2018
Summit Wealth Group
Vermont
$221K – – –
JWM
2019
JFG Wealth Management
Colorado
$221K -$86.5K -462 -27%
AAM
2020
Augustine Asset Management
Florida
$219K +$3.18K +17 +1%
JWM
2021
Jeppson Wealth Management
California
$219K – – –
W
2022
WPWealth
Texas
$219K -$5.24K -28 -2%
EFP
2023
Elser Financial Planning
Indiana
$218K +$10.7K +57 +5%
SL
2024
Summitry LLC
California
$217K +$9.17K +49 +4%
FGWP
2025
Founders Grove Wealth Partners
Virginia
$217K – – –
79 80
81
82 83