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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
2001
Signet Investment Advisory Group
Rhode Island
– -$207K -1,430 Closed
DAM
2002
Doheny Asset Management
California
– -$207K -1,428 Closed
RWM
2003
Ritholtz Wealth Management
New York
– -$206K -1,424 Closed
OCG
2004
Opus Capital Group
Ohio
– -$206K -1,421 Closed
RWM
2005
RKL Wealth Management
Pennsylvania
– -$205K -1,415 Closed
VCAM
2006
Van Cleef Asset Management
Ohio
– -$205K -1,411 Closed
RWA
2007
Redhawk Wealth Advisors
Minnesota
– -$184K -1,267 Closed
RCWMU
2008
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$156K -1,076 Closed
MWC
2009
MKD Wealth Coaches
Michigan
– -$1K -1,006 Closed
TFA
2010
Transamerica Financial Advisors
Florida
– -$138K -948 Closed
MWM
2011
Mascoma Wealth Management
New Hampshire
– -$133K -921 Closed
QFA
2012
Quattro Financial Advisors
Texas
– -$96.6K -666 Closed
BDS
2013
Banco de Sabadell
Florida
– -$94K -651 Closed
AC
2014
Avestar Capital
New York
– -$87K -617 Closed
SHJ
2015
Sharkey, Howes & Javer
Colorado
– -$83K -570 Closed
MWM
2016
Meridian Wealth Management
Kentucky
– -$69.4K -478 Closed
MF
2017
Manchester Financial
California
– -$62K -426 Closed
PCP
2018
Proficio Capital Partners
Massachusetts
– -$62K -426 Closed
BBA
2019
Braun-Bostich & Associates
Pennsylvania
– -$58K -398 Closed
ACP
2020
Arcus Capital Partners
Georgia
– -$35K -239 Closed
IWA
2021
Intercontinental Wealth Advisors
Texas
– -$35K -239 Closed
PCM
2022
Penserra Capital Management
California
– -$29K -201 Closed
VLKIM
2023
Van Lanschot Kempen Investment Management
Netherlands
– -$25K -175 Closed
CJA
2024
C-J Advisory
California
– -$10K -67 Closed
AWMS
2025
Advocacy Wealth Management Services
Georgia
– -$9K -65 Closed
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