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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2001
Doheny Asset Management
California
– -$207K -1,428 Closed
RWM
2002
Ritholtz Wealth Management
New York
– -$206K -1,424 Closed
OCG
2003
Opus Capital Group
Ohio
– -$206K -1,421 Closed
RWM
2004
RKL Wealth Management
Pennsylvania
– -$205K -1,415 Closed
VCAM
2005
Van Cleef Asset Management
Ohio
– -$205K -1,411 Closed
RWA
2006
Redhawk Wealth Advisors
Minnesota
– -$184K -1,267 Closed
RCWMU
2007
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$156K -1,076 Closed
MWC
2008
MKD Wealth Coaches
Michigan
– -$1K -1,006 Closed
TFA
2009
Transamerica Financial Advisors
Florida
– -$138K -948 Closed
MWM
2010
Mascoma Wealth Management
New Hampshire
– -$133K -921 Closed
QFA
2011
Quattro Financial Advisors
Texas
– -$96.6K -666 Closed
BDS
2012
Banco de Sabadell
Florida
– -$94K -651 Closed
AC
2013
Avestar Capital
New York
– -$87K -617 Closed
SHJ
2014
Sharkey, Howes & Javer
Colorado
– -$83K -570 Closed
MWM
2015
Meridian Wealth Management
Kentucky
– -$694 -478 Closed
MF
2016
Manchester Financial
California
– -$62K -426 Closed
PCP
2017
Proficio Capital Partners
Massachusetts
– -$62K -426 Closed
BBA
2018
Braun-Bostich & Associates
Pennsylvania
– -$58K -398 Closed
ACP
2019
Arcus Capital Partners
Georgia
– -$35K -239 Closed
IWA
2020
Intercontinental Wealth Advisors
Texas
– -$35K -239 Closed
PCM
2021
Penserra Capital Management
California
– -$29K -201 Closed
VLKIM
2022
Van Lanschot Kempen Investment Management
Netherlands
– -$25K -175 Closed
CJA
2023
C-J Advisory
California
– -$10K -67 Closed
AWMS
2024
Advocacy Wealth Management Services
Georgia
– -$9K -65 Closed
NCM
2025
Next Capital Management
New York
– -$9K -60 Closed
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