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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2001
Castleview Partners
Texas
$217K +$233K +1,749 New
FB
2002
First Bancorp
Maine
$216K +$3.59K +27 +2%
OWA
2003
Octavia Wealth Advisors
Ohio
$215K +$230K +1,726 New
GEA
2004
Glen Eagle Advisors
New Jersey
$215K +$150K +1,125 +188%
SIC
2005
Sigma Investment Counselors
Michigan
$214K -$34.3K -258 -13%
KIG
2006
Kessler Investment Group
Indiana
$213K +$798 +6 +0.4%
ML
2007
McAdam LLC
Pennsylvania
$213K +$8.51K +64 +4%
OC
2008
Oarsman Capital
Wisconsin
$213K +$228K +1,713 New
LA
2009
LVW Advisors
New York
$211K -$2.74M -20,635 -92%
CCP
2010
Carmel Capital Partners
California
$211K +$24.7K +186 +12%
1WA
2011
180 Wealth Advisors
Washington
$210K +$2.39K +18 +1%
LAM
2012
L2 Asset Management
Massachusetts
$210K +$225K +1,689 New
JAFL
2013
Jay A. Fishman Ltd
Michigan
$208K – – –
NAM
2014
NorthCrest Asset Manangement
Minnesota
$208K -$700K -5,266 -76%
BCM
2015
Blume Capital Management
California
$208K -$7.31K -55 -3%
HCM
2016
Hengehold Capital Management
Ohio
$208K +$798 +6 +0.4%
CFD
2017
Creative Financial Designs
Indiana
$208K +$1.2K +9 +0.5%
PL
2018
Pluribus Labs
California
$208K +$222K +1,671 New
TW
2019
Transform Wealth
Colorado
$207K -$23.8K -179 -10%
JLBC
2020
J.L. Bainbridge & Co
Florida
$207K -$5.32K -40 -2%
CCM
2021
Coerente Capital Management
Ontario, Canada
$207K – – –
RWB
2022
RMR Wealth Builders
New Jersey
$207K +$26.7K +201 +14%
LRWA
2023
Long Run Wealth Advisors
New York
$207K +$222K +1,672 New
ARC
2024
Advisor Resource Council
Texas
$206K -$206K -1,549 -48%
NCMW
2025
Northern Capital Management (Washington)
Washington
$206K -$3.99K -30 -2%
79 80
81
82 83