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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2001
Sippican Capital Advisors
Massachusetts
$246K – – –
WLIM
2002
White Lighthouse Investment Management
Massachusetts
$246K – – –
GCP
2003
GSA Capital Partners
United Kingdom
$245K -$138K -925 -38%
BMWM
2004
Brown Miller Wealth Management
Virginia
$245K – – –
1W
2005
1776 Wealth
Georgia
$244K – – –
SIM
2006
SSI Investment Management
California
$244K – – –
DR
2007
Davis Rea
Ontario, Canada
$241K – – –
TI
2008
Truehand Inc
New Hampshire
$240K – – –
IA
2009
IAM Advisory
Pennsylvania
$240K +$1.8K +12 +0.8%
CCM
2010
Crew Capital Management
Ohio
$240K +$223K +1,487 New
TWP
2011
Tower Wealth Partners
Pennsylvania
$240K +$223K +1,489 New
MAM
2012
McLean Asset Management
Virginia
$239K -$14.1K -94 -6%
HCM
2013
Hillman Capital Management
Maryland
$237K +$150 +1 +0.1%
FNT
2014
First Nebraska Trust
Nebraska
$236K – – –
COCM
2015
Charter Oak Capital Management
New Hampshire
$236K +$150 +1 +0.1%
BSA
2016
Braun Stacey Associates
New York
$236K +$219K +1,465 New
NIM
2017
Nicollet Investment Management
Minnesota
$235K – – –
OFG
2018
Oxford Financial Group
Indiana
$235K – – –
VFP
2019
Verus Financial Partners
Virginia
$234K -$8.08K -54 -4%
CWM
2020
Chronos Wealth Management
Florida
$234K – – –
AIFAIM
2021
American Institute for Advanced Investment Management
Arizona
$234K +$218K +1,454 New
ANB
2022
Amarillo National Bank
Texas
$233K -$26.9K -180 -11%
CWM
2023
Curi Wealth Management
North Carolina
$233K +$1.65K +11 +0.8%
M
2024
Mirova
France
$233K +$49.4K +330 +29%
RWB
2025
RMR Wealth Builders
New Jersey
$233K +$201K +1,342 +1,316%
79 80
81
82 83