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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
API
1976
Asset Planning Inc
California
$41.9K -$8.44K -53 -16%
W
1977
WealthCollab
Washington
$41.8K – – –
NRWA
1978
North Ridge Wealth Advisors
Oregon
$41.8K – – –
CPG
1979
Cornerstone Planning Group
New Jersey
$41.6K +$11.3K +71 +32%
PMFA
1980
Plante Moran Financial Advisors
Michigan
$41.6K -$54.8K -344 -55%
MMCM
1981
Murphy & Mullick Capital Management
New York
$41.5K +$3.98K +25 +10%
IRC
1982
Investors Research Corp
Georgia
$40.7K -$57K -358 -56%
SFAM
1983
Sawyer Falduto Asset Management
Illinois
$40.7K – – –
SL
1984
Salomon & Ludwin
Virginia
$40.3K -$36.1K -227 -45%
GJIA
1985
Glass Jacobson Investment Advisors
Maryland
$39.8K – – –
MWA
1986
Miller Wealth Advisors
Colorado
$39.1K +$42.8K +269 New
TIM
1987
Thompson Investment Management
Wisconsin
$38.8K – – –
TFA
1988
Transamerica Financial Advisors
Florida
$37.5K -$150K -943 -79%
HIMS
1989
Hager Investment Management Services
New Hampshire
$37.3K – – –
PF
1990
PlanVest Financial
Maryland
$36.5K +$40K +251 New
PWM
1991
Proathlete Wealth Management
Florida
$36.3K – – –
HB
1992
Horizon Bancorp
Indiana
$36K – – –
CB
1993
Centennial Bank
Arkansas
$35.6K – – –
JGIA
1994
Jackson Grant Investment Advisers
Connecticut
$35.2K – – –
PL
1995
Protective Life
Alabama
$33.8K +$37.1K +233 New
SWIM
1996
Smallwood Wealth Investment Management
New Jersey
$33.5K – – –
RFS
1997
Richardson Financial Services
Massachusetts
$33.4K +$27.9K +175 +318%
NF
1998
Napier Financial
Massachusetts
$33.4K +$36.6K +230 New
EPIM
1999
Evelyn Partners Investment Management
$32K – – –
WIM
2000
Westside Investment Management
California
$31.5K -$4.94K -31 -12%
78 79
80
81 82