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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
2001
First Heartland Consultants
Missouri
$251K -$27.9K -167 -10%
SIM
2002
SSI Investment Management
California
$251K -$1.33K -8 -0.5%
1W
2003
1776 Wealth
Georgia
$251K – – –
MAM
2004
McLean Asset Management
Virginia
$249K +$4K +24 +2%
GF
2005
Gabelli Funds
New York
$249K +$250K +1,501 New
RGC
2006
Roberts, Glore & Co
Illinois
$248K -$29.9K -179 -11%
DR
2007
Davis Rea
Ontario, Canada
$248K – – –
TI
2008
Truehand Inc
New Hampshire
$248K – – –
OFG
2009
Oxford Financial Group
Indiana
$246K +$4K +24 +2%
CIC
2010
Chilton Investment Company
Connecticut
$244K -$189K -1,134 -44%
HCM
2011
Hillman Capital Management
Maryland
$244K – – –
FNT
2012
First Nebraska Trust
Nebraska
$243K – – –
TWP
2013
Tower Wealth Partners
Pennsylvania
$243K -$4K -24 -2%
NIM
2014
Nicollet Investment Management
Minnesota
$243K – – –
CWM
2015
Chronos Wealth Management
Florida
$242K – – –
CWM
2016
Curi Wealth Management
North Carolina
$242K +$1.67K +10 +0.7%
AGA
2017
Arkos Global Advisors
Texas
$242K +$20K +120 +9%
LWM
2018
Lyell Wealth Management
California
$242K +$243K +1,454 New
ANB
2019
Amarillo National Bank
Texas
$241K – – –
SEIA
2020
Signature Estate & Investment Advisors
California
$241K +$30.9K +185 +15%
OBWG
2021
Onyx Bridge Wealth Group
New York
$240K +$240K +1,441 New
RWB
2022
RMR Wealth Builders
New Jersey
$239K -$668 -4 -0.3%
B
2023
Bellecapital
Switzerland
$239K – – –
GPA
2024
Garrison Point Advisors
California
$239K +$26.4K +158 +12%
FFG
2025
Ford Financial Group
California
$238K – – –
79 80
81
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