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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2001
Tower Wealth Partners
Pennsylvania
$240K +$223K +1,489 New
MAM
2002
McLean Asset Management
Virginia
$239K -$14.1K -94 -6%
HCM
2003
Hillman Capital Management
Maryland
$237K +$150 +1 +0.1%
FNT
2004
First Nebraska Trust
Nebraska
$236K – – –
COCM
2005
Charter Oak Capital Management
New Hampshire
$236K +$150 +1 +0.1%
BSA
2006
Braun Stacey Associates
New York
$236K +$219K +1,465 New
NIM
2007
Nicollet Investment Management
Minnesota
$235K – – –
OFG
2008
Oxford Financial Group
Indiana
$235K – – –
VFP
2009
Verus Financial Partners
Virginia
$234K -$8.08K -54 -4%
CWM
2010
Chronos Wealth Management
Florida
$234K – – –
AIFAIM
2011
American Institute for Advanced Investment Management
Arizona
$234K +$218K +1,454 New
ANB
2012
Amarillo National Bank
Texas
$233K -$26.9K -180 -11%
CWM
2013
Curi Wealth Management
North Carolina
$233K +$1.65K +11 +0.8%
M
2014
Mirova
France
$233K +$49.4K +330 +29%
RWB
2015
RMR Wealth Builders
New Jersey
$233K +$201K +1,342 +1,316%
MFG
2016
Merit Financial Group
Georgia
$233K +$216K +1,444 New
B
2017
Bellecapital
Switzerland
$232K – – –
LIM
2018
Lathrop Investment Management
Arkansas
$231K -$19.9K -133 -8%
AAS
2019
Annex Advisory Services
Wisconsin
$231K -$12.7K -85 -6%
FFG
2020
Ford Financial Group
California
$231K -$7.93K -53 -4%
QWM
2021
QP Wealth Management
New Jersey
$231K – – –
OCG
2022
Opus Capital Group
Ohio
$231K +$299 +2 +0.1%
PBO
2023
Peoples Bank (Ohio)
Ohio
$230K -$2.69K -18 -1%
BCM
2024
Bienville Capital Management
New York
$230K – – –
NCM
2025
Northside Capital Management
Oregon
$229K -$138K -921 -39%
79 80
81
82 83