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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2001
Bellevue Asset Management
Washington
$16K +$15.5K +111 New
EIP
2002
Ellis Investment Partners
Pennsylvania
$15K – – –
ME
2003
McIlrath & Eck
Washington
$15K – – –
DCM
2004
Dupont Capital Management
Delaware
$14K -$2.17M -15,511 -99%
AA
2005
AlphaMark Advisors
Kentucky
$14K – – –
RAM
2006
Riggs Asset Management
Pennsylvania
$14K – – –
EAM
2007
Eukles Asset Management
Ohio
$14K +$140 +1 +1%
JSC
2008
Jackson Square Capital
California
$14K +$13.4K +96 New
SFPG
2009
Stonebridge Financial Planning Group
Florida
$13K +$11.9K +85 New
SIS
2010
Sound Income Strategies
Florida
$12K – – –
AIS
2011
Accurate Investment Solutions
Pennsylvania
$12K +$10.5K +75 +1,500%
DI
2012
Disciplined Investments
Oklahoma
$12K +$11.2K +80 New
LGWM
2013
Litman Gregory Wealth Management
California
$11K +$10.4K +74 New
MWA
2014
Moser Wealth Advisors
Washington
$11K +$10.4K +74 New
GFPC
2015
Global Financial Private Client
Florida
$10.9K +$10.4K +74 New
SCA
2016
Stuart Chaussee & Associates
California
$10K -$37.7K -269 -80%
SFG
2017
Sowa Financial Group
Rhode Island
$10K +$9.52K +68 New
SL
2018
Savior LLC
Massachusetts
$10K +$9.94K +71 New
IF
2019
Ironwood Financial
Arizona
$9K – – –
RCA
2020
Ranch Capital Advisors
Florida
$9K +$8.26K +59 New
TFA
2021
Tobias Financial Advisors
Florida
$8K +$8.26K +59 New
IUHSA
2022
Itau Unibanco Holding S.A.
Brazil
$7K -$43.7K -312 -87%
ETC
2023
Exchange Traded Concepts
Oklahoma
$7K +$6.3K +45 New
RWG
2024
Regal Wealth Group
California
$6K – – –
EWA
2025
Evolution Wealth Advisors
Florida
$6K +$2.1K +15 +54%
79 80
81
82 83