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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIM
1976
Marathon Trading Investment Management
Pennsylvania
– -$263K -2,990 Closed
QCIG
1977
Quad-Cities Investment Group
Iowa
– -$261K -2,968 Closed
CCMG
1978
Clark Capital Management Group
Pennsylvania
– -$256K -2,918 Closed
TW
1979
TrinityPoint Wealth
Connecticut
– -$256K -2,907 Closed
MFG
1980
Monte Financial Group
Connecticut
– -$251K -2,860 Closed
TI
1981
Truepoint Inc
Ohio
– -$250K -2,841 Closed
CRI
1982
Colonial River Investments
Virginia
– -$244K -2,772 Closed
MC
1983
Middleton & Co
Massachusetts
– -$243K -2,770 Closed
NAMM
1984
NorthStar Asset Management (Massachusetts)
Massachusetts
– -$242K -2,759 Closed
KMWM
1985
Keudell/Morrison Wealth Management
Oregon
– -$238K -2,703 Closed
IWP
1986
Icon Wealth Partners
Texas
– -$236K -2,684 Closed
IWA
1987
Intercontinental Wealth Advisors
Texas
– -$235K -2,679 Closed
SHGA
1988
Sand Hill Global Advisors
California
– -$223K -2,540 Closed
JAG
1989
Journey Advisory Group
Kentucky
– -$222K -2,528 Closed
HIG
1990
Heritage Investment Group
Florida
– -$222K -2,525 Closed
RBFC
1991
Roman Butler Fullerton & Co
Missouri
– -$220K -2,525 Closed
KFS
1992
Kurt F. Somerville
– -$219K -2,495 Closed
IF
1993
Ironwood Financial
Arizona
– -$218K -2,485 Closed
CCP
1994
Carmel Capital Partners
California
– -$218K -2,479 Closed
MW
1995
Marcum Wealth
Ohio
– -$217K -2,465 Closed
KF
1996
Krilogy Financial
Missouri
– -$216K -2,457 Closed
FSI
1997
Flow State Investments
Illinois
– -$216K -2,453 Closed
RIA
1998
Richwood Investment Advisors
Ohio
– -$214K -2,436 Closed
KWS
1999
Keystone Wealth Services
California
– -$214K -2,431 Closed
AWP
2000
Abacus Wealth Partners
California
– -$208K -2,410 Closed
78 79
80
81 82