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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Selective Wealth Management
Virginia
$194K +$33.9K +239 +22%
SWA
2002
Sutton Wealth Advisors
Florida
$193K +$2.41K +17 +1%
RIM
2003
Rockbridge Investment Management
New York
$193K +$65K +458 +53%
CT
2004
Clearstead Trust
Maine
$192K – – –
AWM
2005
Accel Wealth Management
Iowa
$192K +$186K +1,312 New
SCM
2006
Silvant Capital Management
Georgia
$191K – – –
LWA
2007
Lenox Wealth Advisors
New York
$188K +$3.83K +27 +2%
SWA
2008
SOA Wealth Advisors
New York
$188K +$177K +1,245 New
BWM
2009
Baystate Wealth Management
Massachusetts
$186K -$12.9K -91 -7%
BSSFA
2010
Baron Silver Stevens Financial Advisors
Florida
$183K +$178K +1,253 New
APC
2011
Aspire Private Capital
North Carolina
$182K -$6.67K -47 -4%
OSNBOA
2012
Old Second National Bank of Aurora
Illinois
$177K – – –
BCM
2013
Blume Capital Management
California
$175K – – –
LAM
2014
Lountzis Asset Management
Pennsylvania
$175K – – –
PFGIA
2015
Patriot Financial Group Insurance Agency
Massachusetts
$172K +$34.1K +240 +26%
TC
2016
Trust Company
Kansas
$168K -$20.2K -142 -11%
LAS
2017
Lloyd Advisory Services
Georgia
$167K -$2.56K -18 -2%
NL
2018
NVWM LLC
Pennsylvania
$163K -$39.3K -277 -20%
M
2019
Mirova
France
$163K +$72.8K +513 +84%
CAL
2020
Capital Advisors Ltd
Ohio
$157K +$142 +1 +0.1%
ARMC
2021
American Research & Management Company
Massachusetts
$154K -$7.52K -53 -5%
FEG
2022
Financial Enhancement Group
Indiana
$151K -$1.7K -12 -1%
KCM
2023
Kathmere Capital Management
Pennsylvania
$150K – – –
MLFP
2024
MPS Loria Financial Planners
Illinois
$149K +$11.6K +82 +9%
AIM
2025
ARK Investment Management
Florida
$148K +$79.2K +558 +123%
79 80
81
82 83