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Texas Instruments
TXN

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
2001
Princeton Global Asset Management
New Jersey
$247K +$405 +2 +0.2%
WT
2002
WHI Trust
Illinois
$247K – – –
OCPWS
2003
One Charles Private Wealth Services
Massachusetts
$246K – – –
SWA
2004
Strategies Wealth Advisors
Michigan
$246K +$2.43K +12 +1%
WDA
2005
Wendell David Associates
New Hampshire
$246K -$54.7K -270 -18%
LWP
2006
LMG Wealth Partners
Louisiana
$245K – – –
PFM
2007
Patton Fund Management
Texas
$245K – – –
SB
2008
Strategic Blueprint
Georgia
$245K -$893K -4,413 -78%
BDLIB
2009
Banque de Luxembourg Investments (BLI)
Luxembourg
$245K – – –
VCP
2010
Verus Capital Partners
Arizona
$245K -$8.71K -43 -3%
GCP
2011
GSA Capital Partners
United Kingdom
$245K -$341K -1,682 -57%
CWA
2012
Cura Wealth Advisors
Illinois
$244K -$52K -257 -17%
MA
2013
MONECO Advisors
Connecticut
$244K -$3.44K -17 -1%
PE
2014
PCM Encore
Colorado
$244K +$254K +1,257 New
AG
2015
AlTi Global
New York
$244K -$343K -1,693 -57%
BCFD
2016
Boit C.F. David
$243K – – –
VFM
2017
Vision Financial Markets
Connecticut
$243K – – –
FGWP
2018
Founders Grove Wealth Partners
Virginia
$243K +$253K +1,250 New
EWA
2019
Etesian Wealth Advisors
Oregon
$242K – – –
SSWM
2020
Sheets Smith Wealth Management
North Carolina
$242K +$3.85K +19 +2%
VCM
2021
Vines Capital Management
Louisiana
$242K +$3.04K +15 +1%
FFL
2022
Financial Freedom LLC
Ohio
$241K +$5.67K +28 +2%
CP
2023
Cornerstone Planning
North Carolina
$241K -$2.76M -13,615 -92%
TYCC
2024
Texas Yale Capital Corp
Florida
$241K – – –
BHBT
2025
Burke & Herbert Bank & Trust
Virginia
$240K – – –
79 80
81
82 83