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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WealthShield Partners
North Carolina
– -$211K -2,400 Closed
BB
2002
Berkshire Bank
Massachusetts
– -$209K -2,380 Closed
LCM
2003
Liberty Capital Management
Michigan
– -$209K -2,375 Closed
CP
2004
Coho Partners
Pennsylvania
– -$209K -2,374 Closed
FA
2005
Financial Advisors
Massachusetts
– -$207K -2,350 Closed
BMA
2006
Brooks Moore & Associates
Tennessee
– -$206K -2,349 Closed
BOS
2007
Bank of Stockton
California
– -$206K -2,347 Closed
CW
2008
CIC Wealth
Maryland
– -$206K -2,345 Closed
FL
2009
Fort LP
Maryland
– -$206K -2,343 Closed
SA
2010
Syntax Advisors
New York
– -$205K -2,338 Closed
VCG
2011
Vantage Consulting Group
Virginia
– -$205K -2,338 Closed
SFG
2012
Sather Financial Group
Texas
– -$205K -2,333 Closed
G
2013
GenTrust
Florida
– -$205K -2,329 Closed
EL
2014
Essex LLC
Illinois
– -$231K -2,302 Closed
VST
2015
Van Strum & Towne
California
– -$201K -2,282 Closed
CAM
2016
Covenant Asset Management
New Jersey
– -$200K -2,278 Closed
IC
2017
Inscription Capital
Texas
– -$200K -2,278 Closed
ABLA
2018
Alan B. Lancz & Associates
Ohio
– -$185K -2,109 Closed
GC
2019
Gibson Capital
Pennsylvania
– -$172K -1,960 Closed
AWM
2020
Ameliora Wealth Management
Switzerland
– -$147K -1,674 Closed
CWAF
2021
Core Wealth Advisors (Florida)
Florida
– -$142K -1,616 Closed
KI
2022
Kapitalo Investimentos
Brazil
– -$114K -1,302 Closed
IUHSA
2023
Itau Unibanco Holding S.A.
Brazil
– -$91K -1,036 Closed
PCM
2024
Pointe Capital Management
Michigan
– -$91K -1,036 Closed
GCWM
2025
Graham Capital Wealth Management
District of Columbia
– -$77.7K -884 Closed
79 80
81
82 83