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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
2001
Castle Rock Wealth Management
California
– -$351K -2,153 Closed
RWM
2002
Ritholtz Wealth Management
New York
– -$371K -2,104 Closed
NJBEST
2003
New Jersey Better Educational Savings Trust
New Jersey
– -$358K -2,033 Closed
BHTS
2004
Bar Harbor Trust Services
Maine
– -$342K -1,944 Closed
SXL
2005
Summit X LLC
Missouri
– -$429K -1,929 Closed
UAM
2006
UAS Asset Management
New York
– -$337K -1,914 Closed
MGIA
2007
Moneta Group Investment Advisors
Missouri
– -$327K -1,855 Closed
DWM
2008
Dynasty Wealth Management
Florida
– -$311K -1,763 Closed
BFM
2009
Boothbay Fund Management
New York
– -$295K -1,674 Closed
UC
2010
Unio Capital
New Jersey
– -$281K -1,597 Closed
FPCM
2011
Financial Partners Capital Management
New York
– -$258K -1,465 Closed
KC
2012
Kingfisher Capital
North Carolina
– -$256K -1,453 Closed
PCM
2013
Pointe Capital Management
Michigan
– -$242K -1,375 Closed
HCA
2014
Harbour Capital Advisors
Virginia
– -$241K -1,371 Closed
CCM
2015
CWH Capital Management
Washington
– -$236K -1,340 Closed
BA
2016
BKS Advisors
Michigan
– -$235K -1,336 Closed
PIA
2017
Pinion Investment Advisors
Kansas
– -$233K -1,322 Closed
AIS
2018
American Investment Services
Massachusetts
– -$232K -1,316 Closed
SSG
2019
Summit Securities Group
New York
– -$218K -1,316 Closed
VCM
2020
Virtue Capital Management
Tennessee
– -$231K -1,311 Closed
CIC
2021
Cornercap Investment Counsel
Georgia
– -$222K -1,264 Closed
BO
2022
Bach Option
Hong Kong
– -$222K -1,259 Closed
LRIA
2023
Leonard Rickey Investment Advisors
Washington
– -$219K -1,245 Closed
HFP
2024
Holistic Financial Partners
Indiana
– -$218K -1,238 Closed
PFA
2025
Paradigm Financial Advisors
Missouri
– -$216K -1,227 Closed
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