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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KHC
1976
Koesten Hirschmann & Crabtree
Kansas
$48.5K – – –
CCMI
1977
Creative Capital Management Investments
California
$48.1K – – –
CWC
1978
Carolinas Wealth Consulting
North Carolina
$47K -$282K -1,916 -86%
PCTC
1979
Perkins Coie Trust Company
Washington
$45.5K -$48.5K -330 -52%
BFS
1980
Burkett Financial Services
South Carolina
$45.3K +$147 +1 +0.3%
TCM
1981
Tradewinds Capital Management
Washington
$44.9K -$1.18K -8 -3%
FUBT
1982
First United Bank & Trust
Maryland
$44.8K – – –
IMC
1983
Investment Management Corporation
Virginia
$44.3K +$28.1K +191 +174%
NL
1984
NVWM LLC
Pennsylvania
$43K +$441 +3 +1%
MIM
1985
Manitou Investment Management
Ontario, Canada
$42.6K +$42.6K +290 New
W
1986
WealthCollab
Washington
$42.3K – – –
NRWA
1987
North Ridge Wealth Advisors
Oregon
$42.2K -$9.11K -62 -18%
IFS
1988
Intelligent Financial Strategies
Minnesota
$42.1K +$42.2K +287 New
RFG
1989
REAP Financial Group
Texas
$41.6K +$12.2K +83 +42%
TCPG
1990
Trivant Custom Portfolio Group
California
$41.1K – – –
CIA
1991
Cape Investment Advisory
Georgia
$41K -$1.18K -8 -3%
WPA
1992
West Paces Advisors
Georgia
$39.8K – – –
MWA
1993
Miller Wealth Advisors
Colorado
$39.5K – – –
TIM
1994
Thompson Investment Management
Wisconsin
$39.3K – – –
HIMS
1995
Hager Investment Management Services
New Hampshire
$38.9K -$11K -75 -22%
HWA
1996
HHM Wealth Advisors
Tennessee
$38.6K – – –
SPF
1997
South Plains Financial
Texas
$38.2K -$33.1K -225 -46%
AT
1998
Arlington Trust
Alabama
$37.4K – – –
HB
1999
Horizon Bancorp
Indiana
$37K – – –
EWA
2000
EQ Wealth Advisors
Texas
$36.7K +$36.7K +250 New
78 79
80
81 82