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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
2001
Glen Eagle Advisors
New Jersey
$69.9K -$2.12K -14 -3%
DF
2002
Dunhill Financial
United Kingdom
$69.7K +$1.21K +8 +2%
OCWP
2003
Owl Creek Wealth Partners
Colorado
$69K +$18K +119 +39%
FMB
2004
Field & Main Bank
Kentucky
$68.8K – – –
DAM
2005
Delta Asset Management
Tennessee
$67.4K – – –
VWM
2006
Vermillion Wealth Management
Minnesota
$66.9K -$48.5K -320 -44%
BWM
2007
Bernard Wealth Management
Michigan
$65.7K – – –
FDW
2008
Fourth Dimension Wealth
Ohio
$65.7K +$3.18K +21 +5%
CMA
2009
Cedar Mountain Advisors
Oregon
$65.4K – – –
SC
2010
Steph & Co
Wisconsin
$64.8K – – –
VFM
2011
Vision Financial Markets
Connecticut
$64.4K – – –
ACA
2012
Atlas Capital Advisors
Wyoming
$64.3K -$591K -3,896 -91%
ABC
2013
Anchor Bay Capital
California
$63.7K +$53.1K +350 New
PB
2014
Prosperity Bancshares
Texas
$63.3K – – –
CWA
2015
Carolina Wealth Advisors
South Carolina
$62.8K – – –
SL
2016
Salomon & Ludwin
Virginia
$62.7K +$17.1K +113 +41%
CA
2017
Centerpoint Advisors
Massachusetts
$61K -$15.2K -100 -21%
FPB
2018
First PREMIER Bank
South Dakota
$61K – – –
VWA
2019
Valued Wealth Advisors
Utah
$59.9K – – –
PCFFS
2020
Pacific Center for Financial Services
California
$59.9K – – –
CCMI
2021
Creative Capital Management Investments
California
$59.7K +$6.21K +41 +13%
FC
2022
Financial Consulate
Maryland
$59.6K -$74.1K -489 -57%
AA
2023
Addison Advisors
Vermont
$59.1K -$496K -3,273 -90%
HIC
2024
Hamrick Investment Counsel
Washington
$58.3K -$164K -1,082 -75%
NAMP
2025
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$58K +$50.9K +336 New
79 80
81
82 83