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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2001
Vivaldi Capital Management
Illinois
– -$815K -7,684 Closed
SAG
2002
SageView Advisory Group
California
– -$766K -7,640 Closed
PAS
2003
Park Avenue Securities
New York
– -$758K -7,555 Closed
WHC
2004
Wulff, Hansen & Co
California
– -$750K -7,481 Closed
MFS
2005
Mirabella Financial Services
United Kingdom
– -$744K -7,416 Closed
WI
2006
Wintrust Investments
Illinois
– -$736K -7,345 Closed
AWP
2007
Ascent Wealth Partners
New York
– -$718K -7,157 Closed
IIL
2008
Insight Inv LLC
California
– -$717K -7,152 Closed
CCM
2009
Chimera Capital Management
New York
– -$701K -6,987 Closed
SWM
2010
Scissortail Wealth Management
Oklahoma
– -$656K -6,890 Closed
MWM
2011
Madison Wealth Management
Ohio
– -$646K -6,444 Closed
XT
2012
XTX Topco
Cayman Islands
– -$612K -6,108 Closed
Fiera Capital (Canada)
2013
Fiera Capital (Canada)
Quebec, Canada
– -$585K -5,835 Closed
CFA
2014
CWS Financial Advisors
Michigan
– -$936K -5,808 Closed
PTP
2015
Platform Technology Partners
New York
– -$569K -5,673 Closed
BFG
2016
Beacon Financial Group
Texas
– -$551K -5,484 Closed
SEC
2017
Seven Eight Capital
New York
– -$543K -5,420 Closed
WEG
2018
World Equity Group
Illinois
– -$489K -4,876 Closed
TAM
2019
Townsend Asset Management
North Carolina
– -$476K -4,745 Closed
CCT
2020
Chemung Canal Trust
New York
– -$475K -4,736 Closed
LBC
2021
Lawrence B. Cohen
– -$463K -4,623 Closed
BCM
2022
Bayesian Capital Management
New York
– -$459K -4,578 Closed
SWS
2023
SYSTM Wealth Solutions
Illinois
– -$447K -4,455 Closed
PP
2024
PDT Partners
New York
– -$444K -4,424 Closed
BCAM
2025
Boston Common Asset Management
Massachusetts
– -$442K -4,405 Closed
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