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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
2001
West Branch Capital
Massachusetts
$251K -$10.6K -71 -4%
GWS
2002
Glassman Wealth Services
Virginia
$251K -$4.17K -28 -2%
WI
2003
WrapManager Inc
California
$250K -$2.98K -20 -1%
NCMW
2004
Northern Capital Management (Washington)
Washington
$250K – – –
WPC
2005
Wedmont Private Capital
Pennsylvania
$250K +$247K +1,655 New
LIG
2006
Lokken Investment Group
Delaware
$249K +$149 +1 +0.1%
JAFL
2007
Jay A. Fishman Ltd
Michigan
$249K – – –
JWM
2008
Jeppson Wealth Management
California
$248K -$17.7K -119 -7%
CFD
2009
Creative Financial Designs
Indiana
$247K -$30.2K -203 -11%
CCM
2010
Coerente Capital Management
Ontario, Canada
$247K -$17.9K -120 -7%
MWPCG
2011
Measured Wealth Private Client Group
New Hampshire
$247K -$5.66K -38 -2%
HCM
2012
Hengehold Capital Management
Ohio
$247K – – –
VC
2013
Vestor Capital
Illinois
$246K -$2.73M -18,353 -92%
DDPIC
2014
Deroy & Devereaux Private Investment Counsel
Michigan
$246K -$71.4K -479 -22%
RA
2015
Rodgers & Associates
Pennsylvania
$246K +$247K +1,659 New
SLT
2016
St Louis Trust
Missouri
$245K – – –
ML
2017
McAdam LLC
Pennsylvania
$245K +$149 +1 +0.1%
MSR
2018
Main Street Research
Connecticut
$244K -$48.7K -327 -17%
RGC
2019
Roberts, Glore & Co
Illinois
$244K -$22.2K -149 -8%
ONST
2020
Old North State Trust
North Carolina
$244K -$2.68K -18 -1%
LSPW
2021
Lake Street Private Wealth
Illinois
$244K +$8.04K +54 +3%
PIA
2022
Perennial Investment Advisors
California
$243K +$2.98K +20 +1%
PG
2023
Pendal Group
Australia
$243K +$244K +1,635 New
OPCM
2024
Osborne Partners Capital Management
California
$243K +$244K +1,636 New
SNB
2025
Security National Bank
Nebraska
$242K -$154K -1,031 -39%
79 80
81
82 83