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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2001
American Financial Advisors
Georgia
– -$294K -1,696 Closed
FEM
2002
Fulcrum Equity Management
Texas
– -$287K -1,650 Closed
CAM
2003
Cidel Asset Management
Ontario, Canada
– -$278K -1,599 Closed
SIM
2004
Sadoff Investment Management
Wisconsin
– -$276K -1,589 Closed
HCM
2005
Hodges Capital Management
Texas
– -$275K -1,581 Closed
GFPC
2006
Global Financial Private Capital
Florida
– -$271K -1,558 Closed
B
2007
Bridgeworth
Alabama
– -$268K -1,538 Closed
MCM
2008
McKinley Capital Management
Alaska
– -$263K -1,514 Closed
PHAM
2009
Palisades Hudson Asset Management
Florida
– -$259K -1,491 Closed
AIA
2010
Alera Investment Advisors
Illinois
– -$257K -1,478 Closed
PA
2011
Prism Advisors
California
– -$257K -1,477 Closed
PRC
2012
Pearl River Capital
Michigan
– -$254K -1,462 Closed
DPI
2013
Diversified Portfolios Inc
Michigan
– -$251K -1,445 Closed
PGA
2014
Premia Global Advisors
Florida
– -$249K -1,435 Closed
GIM
2015
Greylin Investment Management
Virginia
– -$246K -1,418 Closed
WG
2016
Winton Group
United Kingdom
– -$242K -1,393 Closed
CISOA
2017
Capital Investment Services of America
Wisconsin
– -$239K -1,375 Closed
FNC
2018
First National Corp
Massachusetts
– -$237K -1,367 Closed
GRQ
2019
Gardner Russo & Quinn
Pennsylvania
– -$237K -1,363 Closed
AWMG
2020
Alliance Wealth Management Group
New Jersey
– -$236K -1,356 Closed
FIG
2021
FundX Investment Group
California
– -$235K -1,355 Closed
IA
2022
Independence Advisors
Pennsylvania
– -$231K -1,331 Closed
ESBC
2023
E.S. Barr & Co
Kentucky
– -$231K -1,329 Closed
FNBOH
2024
First National Bank of Hutchinson
Kansas
– -$235K -1,325 Closed
HFP
2025
Holistic Financial Partners
Indiana
– -$230K -1,324 Closed
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