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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WealthSource Partners
California
$203K +$197K +1,389 New
ACA
2002
Affinity Capital Advisors
California
$202K +$196K +1,380 New
MCM
2003
McRae Capital Management
New Jersey
$201K +$195K +1,375 New
MSR
2004
Main Street Research
Connecticut
$201K +$195K +1,377 New
SFS
2005
Summit Financial Strategies
Ohio
$201K +$195K +1,377 New
WA
2006
WP Advisors
California
$200K +$195K +1,372 New
AA
2007
Addison Advisors
Vermont
$195K +$190K +1,336 New
SWM
2008
Selective Wealth Management
Virginia
$194K +$33.9K +239 +22%
SWA
2009
Sutton Wealth Advisors
Florida
$193K +$2.41K +17 +1%
RIM
2010
Rockbridge Investment Management
New York
$193K +$65K +458 +53%
CT
2011
Clearstead Trust
Maine
$192K – – –
AWM
2012
Accel Wealth Management
Iowa
$192K +$186K +1,312 New
SCM
2013
Silvant Capital Management
Georgia
$191K – – –
LWA
2014
Lenox Wealth Advisors
New York
$188K +$3.83K +27 +2%
SWA
2015
SOA Wealth Advisors
New York
$188K +$177K +1,245 New
BWM
2016
Baystate Wealth Management
Massachusetts
$186K -$12.9K -91 -7%
BSSFA
2017
Baron Silver Stevens Financial Advisors
Florida
$183K +$178K +1,253 New
APC
2018
Aspire Private Capital
North Carolina
$182K -$6.67K -47 -4%
OSNBOA
2019
Old Second National Bank of Aurora
Illinois
$177K – – –
BCM
2020
Blume Capital Management
California
$175K – – –
LAM
2021
Lountzis Asset Management
Pennsylvania
$175K – – –
PFGIA
2022
Patriot Financial Group Insurance Agency
Massachusetts
$172K +$34.1K +240 +26%
TC
2023
Trust Company
Kansas
$168K -$20.2K -142 -11%
LAS
2024
Lloyd Advisory Services
Georgia
$167K -$2.56K -18 -2%
NL
2025
NVWM LLC
Pennsylvania
$163K -$39.3K -277 -20%
79 80
81
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