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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2001
Bluefin Capital Management
New York
– -$234K -1,189 Closed
BBWA
2002
Bell & Brown Wealth Advisors
California
– -$233K -1,184 Closed
LAIC
2003
Lederer & Associates Investment Counsel
California
– -$228K -1,160 Closed
KM
2004
Kalos Management
Georgia
– -$226K -1,155 Closed
JPG
2005
Jordan Park Group
California
– -$220K -1,119 Closed
BO
2006
BRR OpCo
Ohio
– -$218K -1,109 Closed
LA
2007
LVW Advisors
New York
– -$216K -1,099 Closed
EVM
2008
Evelyn V. Moreno
– -$212K -1,076 Closed
SL
2009
Summitry LLC
California
– -$212K -1,076 Closed
WA
2010
WP Advisors
California
– -$210K -1,069 Closed
BFPW
2011
BOK Financial Private Wealth
Colorado
– -$209K -1,064 Closed
WP
2012
WealthSource Partners
California
– -$208K -1,057 Closed
PAMG
2013
Patton Albertson Miller Group
Tennessee
– -$205K -1,041 Closed
SIM
2014
Sadoff Investment Management
Wisconsin
– -$202K -1,027 Closed
BP
2015
BBR Partners
New York
– -$202K -1,025 Closed
GIM
2016
Greylin Investment Management
Virginia
– -$201K -1,020 Closed
BL
2017
Balentine LLC
Georgia
– -$179K -910 Closed
RPG
2018
Risk Paradigm Group
Texas
– -$167K -849 Closed
NIT
2019
NumerixS Investment Technologies
British Columbia, Canada
– -$165K -837 Closed
FFG
2020
Ford Financial Group
California
– -$143K -718 Closed
AIP
2021
Almanack Investment Partners
Pennsylvania
– -$139K -709 Closed
BCM
2022
Brasada Capital Management
Texas
– -$94K -478 Closed
SAM
2023
Solaris Asset Management
New York
– -$94K -478 Closed
IWP
2024
Icon Wealth Partners
Texas
– -$92K -468 Closed
RPC
2025
Rossmore Private Capital
Connecticut
– -$82.6K -420 Closed
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