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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
2001
McAdam LLC
Pennsylvania
$213K +$8.51K +64 +4%
OC
2002
Oarsman Capital
Wisconsin
$213K +$228K +1,713 New
LA
2003
LVW Advisors
New York
$211K -$2.74M -20,635 -92%
CCP
2004
Carmel Capital Partners
California
$211K +$24.7K +186 +12%
1WA
2005
180 Wealth Advisors
Washington
$210K +$2.39K +18 +1%
LAM
2006
L2 Asset Management
Massachusetts
$210K +$225K +1,689 New
JAFL
2007
Jay A. Fishman Ltd
Michigan
$208K – – –
NAM
2008
NorthCrest Asset Manangement
Minnesota
$208K -$700K -5,266 -76%
BCM
2009
Blume Capital Management
California
$208K -$7.31K -55 -3%
HCM
2010
Hengehold Capital Management
Ohio
$208K +$798 +6 +0.4%
CFD
2011
Creative Financial Designs
Indiana
$208K +$1.2K +9 +0.5%
PL
2012
Pluribus Labs
California
$208K +$222K +1,671 New
TW
2013
Transform Wealth
Colorado
$207K -$23.8K -179 -10%
JLBC
2014
J.L. Bainbridge & Co
Florida
$207K -$5.32K -40 -2%
CCM
2015
Coerente Capital Management
Ontario, Canada
$207K – – –
RWB
2016
RMR Wealth Builders
New Jersey
$207K +$26.7K +201 +14%
LRWA
2017
Long Run Wealth Advisors
New York
$207K +$222K +1,672 New
ARC
2018
Advisor Resource Council
Texas
$206K -$206K -1,549 -48%
NCMW
2019
Northern Capital Management (Washington)
Washington
$206K -$3.99K -30 -2%
RA
2020
Rodgers & Associates
Pennsylvania
$206K – – –
SLT
2021
St Louis Trust
Missouri
$206K – – –
OPCM
2022
Osborne Partners Capital Management
California
$205K +$1.46K +11 +0.7%
RCG
2023
Resource Consulting Group
Florida
$205K +$10.2K +77 +5%
IA
2024
Insight Advisors
Pennsylvania
$205K +$219K +1,646 New
PA
2025
Procyon Advisors
Connecticut
$204K -$258K -1,943 -54%
79 80
81
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