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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1976
Global Financial Private Client
Florida
$27.2K +$15K +147 +119%
UAML
1977
US Asset Management LLC
Pennsylvania
$27K +$27.9K +274 New
CCA
1978
Column Capital Advisors
Indiana
$25.7K +$1.73K +17 +7%
FFL
1979
Financial Freedom LLC
Ohio
$25.1K +$25.5K +250 New
MFA
1980
McClarren Financial Advisors
Pennsylvania
$25K +$612 +6 +2%
MS
1981
Madden Securities
Texas
$24.9K +$25.4K +249 New
HF
1982
Halpern Financial
Virginia
$24.1K – – –
POIA
1983
Pin Oak Investment Advisors
Texas
$24K +$4.49K +44 +23%
VWM
1984
Valley Wealth Managers
New Jersey
$24K -$122K -1,194 -83%
ASBI
1985
American State Bank (Iowa)
Iowa
$24K – – –
FIM
1986
FWL Investment Management
Texas
$24K +$24.4K +239 New
MCI
1987
MRP Capital Investments
Georgia
$24K +$24.4K +239 New
CPG
1988
Cornerstone Planning Group
New Jersey
$23.7K +$24.4K +239 New
CWM
1989
Cranbrook Wealth Management
Michigan
$22.8K +$102 +1 +0.4%
HWA
1990
HHM Wealth Advisors
Tennessee
$22.7K -$5.1K -50 -18%
HWMA
1991
Heritage Wealth Management (Arizona)
Arizona
$22.5K -$28.7K -281 -56%
BC
1992
Burleson & Co
California
$22.4K – – –
APF
1993
Alaska Permanent Fund
Alaska
$22K -$34.9K -342 -60%
AA
1994
AlphaMark Advisors
Kentucky
$22K – – –
TAM
1995
Tucker Asset Management
Colorado
$21.8K – – –
ACP
1996
Arcus Capital Partners
Georgia
$21.5K +$21.8K +214 New
CH
1997
Canton Hathaway
Rhode Island
$21K +$21.3K +209 New
RDFA
1998
Ritter Daniher Financial Advisory
Ohio
$21K – – –
GFWA
1999
Grey Fox Wealth Advisors
Delaware
$21K +$21.3K +209 New
BFPW
2000
BOK Financial Private Wealth
Colorado
$20.4K -$2.14K -21 -9%
78 79
80
81 82