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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2001
Ritter Daniher Financial Advisory
Ohio
$21K – – –
GFWA
2002
Grey Fox Wealth Advisors
Delaware
$21K +$21.3K +209 New
BFPW
2003
BOK Financial Private Wealth
Colorado
$20.4K -$2.14K -21 -9%
GIA
2004
Goodwin Investment Advisory
Georgia
$20.4K – – –
CSC
2005
Caldwell Sutter Capital
California
$20.4K +$20.7K +203 New
CWM
2006
Cedar Wealth Management
California
$20K – – –
BWM
2007
Baystate Wealth Management
Massachusetts
$20K -$10.9K -107 -36%
AW
2008
Avion Wealth
Texas
$20K – – –
VCM
2009
Versant Capital Management
Arizona
$19.8K +$5.92K +58 +42%
DFC
2010
DB Fitzpatrick & Co
Idaho
$19.8K – – –
BIA
2011
Bell Investment Advisors
California
$19.8K +$16.3K +160 +432%
GPI
2012
General Partner Inc
Pennsylvania
$19.3K +$19.7K +193 New
RAM
2013
Riggs Asset Management
Pennsylvania
$19K – – –
IA
2014
IFS Advisors
Kansas
$18.9K – – –
BBPWM
2015
Blue Bell Private Wealth Management
Pennsylvania
$18K – – –
TCCM
2016
Timber Creek Capital Management
Massachusetts
$18K – – –
FWA
2017
Freedom Wealth Alliance
Wisconsin
$18K +$18.3K +179 New
ACM
2018
AUA Capital Management
Pennsylvania
$17K +$5.1K +50 +42%
OA
2019
Operose Advisors
Wisconsin
$16.9K – – –
WWM
2020
Wolff Wiese Magana
California
$16.8K -$13.9K -136 -45%
WPA
2021
West Paces Advisors
Georgia
$16.3K – – –
TAIM
2022
TD Ameritrade Investment Management
Nebraska
$16K -$1.22K -12 -7%
ACM
2023
Antonetti Capital Management
Florida
$15.6K – – –
PCM
2024
Perritt Capital Management
Illinois
$15.6K +$15.8K +155 New
LFASL
2025
Lugano Financial Advisors SA (LFA)
Switzerland
$15.2K – – –
79 80
81
82 83