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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
Argent Advisors
Louisiana
$255K -$17.1K -115 -6%
FB
2002
First Bancorp
Maine
$254K +$4.47K +30 +2%
AIC
2003
Archer Investment Corporation
Indiana
$253K +$2.83K +19 +1%
KIG
2004
Kessler Investment Group
Indiana
$253K -$148K -996 -37%
DI
2005
DAGCO Inc
Ohio
$253K -$17.9K -120 -7%
JLBC
2006
J.L. Bainbridge & Co
Florida
$253K -$6.11K -41 -2%
LFA
2007
Legacy Financial Advisors
Kentucky
$253K +$19.7K +132 +8%
MRCM
2008
M&R Capital Management
New Jersey
$252K -$13.4K -90 -5%
AGA
2009
Arkos Global Advisors
Texas
$252K +$35.6K +239 +16%
SCA
2010
Southern Capital Advisors
Tennessee
$252K +$253K +1,695 New
WBC
2011
West Branch Capital
Massachusetts
$251K -$10.6K -71 -4%
GWS
2012
Glassman Wealth Services
Virginia
$251K -$4.17K -28 -2%
WI
2013
WrapManager Inc
California
$250K -$2.98K -20 -1%
NCMW
2014
Northern Capital Management (Washington)
Washington
$250K – – –
WPC
2015
Wedmont Private Capital
Pennsylvania
$250K +$247K +1,655 New
LIG
2016
Lokken Investment Group
Delaware
$249K +$149 +1 +0.1%
JAFL
2017
Jay A. Fishman Ltd
Michigan
$249K – – –
JWM
2018
Jeppson Wealth Management
California
$248K -$17.7K -119 -7%
CFD
2019
Creative Financial Designs
Indiana
$247K -$30.2K -203 -11%
CCM
2020
Coerente Capital Management
Ontario, Canada
$247K -$17.9K -120 -7%
MWPCG
2021
Measured Wealth Private Client Group
New Hampshire
$247K -$5.66K -38 -2%
HCM
2022
Hengehold Capital Management
Ohio
$247K – – –
VC
2023
Vestor Capital
Illinois
$246K -$2.73M -18,353 -92%
DDPIC
2024
Deroy & Devereaux Private Investment Counsel
Michigan
$246K -$71.4K -479 -22%
RA
2025
Rodgers & Associates
Pennsylvania
$246K +$247K +1,659 New
79 80
81
82 83