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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1976
SOL Capital Management
Maryland
$265K -$35K -210 -12%
PFA
1977
Pure Financial Advisors
California
$265K -$20.9K -125 -7%
MA
1978
MJP Associates
Connecticut
$264K +$334 +2 +0.1%
MCG
1979
McCollum Christoferson Group
New York
$263K -$71.8K -430 -21%
LSPW
1980
Lake Street Private Wealth
Illinois
$263K – – –
TFA
1981
Trinity Financial Advisors
Ohio
$262K -$20K -120 -7%
SFWC
1982
Strategic Family Wealth Counselors
New Jersey
$262K – – –
EWM
1983
Executive Wealth Management
Michigan
$260K -$37.7K -226 -13%
TA
1984
TFG Advisers
Michigan
$260K -$16.9K -101 -6%
AL
1985
ADE LLC
Maryland
$259K – – –
SIM
1986
Spark Investment Management
New York
$258K – – –
AIFAIM
1987
American Institute for Advanced Investment Management
Arizona
$258K +$17K +102 +7%
KJHP
1988
K.J. Harrison & Partners
Ontario, Canada
$258K +$259K +1,555 New
LFA
1989
Legacy Financial Advisors
Kentucky
$257K -$28.5K -171 -10%
BO
1990
BRR OpCo
Ohio
$257K -$3K -18 -1%
P
1991
&Partners
Tennessee
$257K – – –
LIG
1992
Lokken Investment Group
Delaware
$256K – – –
SOAMC
1993
Spirit of America Management Corp
New York
$256K – – –
WFA
1994
Wellspring Financial Advisors
Ohio
$256K +$257K +1,540 New
MA
1995
Mosaic Advisors
Texas
$255K -$167 -1 -0.1%
CCM
1996
Crew Capital Management
Ohio
$255K +$8.18K +49 +3%
HHAM
1997
HITE Hedge Asset Management
Massachusetts
$254K – – –
BC
1998
Burleson & Co
California
$253K – – –
WLIM
1999
White Lighthouse Investment Management
Massachusetts
$253K – – –
BMWM
2000
Brown Miller Wealth Management
Virginia
$252K – – –
78 79
80
81 82