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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
2001
Keystone Wealth Services
California
– -$214K -2,431 Closed
AWP
2002
Abacus Wealth Partners
California
– -$208K -2,410 Closed
WP
2003
WealthShield Partners
North Carolina
– -$211K -2,400 Closed
BB
2004
Berkshire Bank
Massachusetts
– -$209K -2,380 Closed
LCM
2005
Liberty Capital Management
Michigan
– -$209K -2,375 Closed
CP
2006
Coho Partners
Pennsylvania
– -$209K -2,374 Closed
FA
2007
Financial Advisors
Massachusetts
– -$207K -2,350 Closed
BMA
2008
Brooks Moore & Associates
Tennessee
– -$206K -2,349 Closed
BOS
2009
Bank of Stockton
California
– -$206K -2,347 Closed
CW
2010
CIC Wealth
Maryland
– -$206K -2,345 Closed
FL
2011
Fort LP
Maryland
– -$206K -2,343 Closed
SA
2012
Syntax Advisors
New York
– -$205K -2,338 Closed
VCG
2013
Vantage Consulting Group
Virginia
– -$205K -2,338 Closed
SFG
2014
Sather Financial Group
Texas
– -$205K -2,333 Closed
G
2015
GenTrust
Florida
– -$205K -2,329 Closed
EL
2016
Essex LLC
Illinois
– -$231K -2,302 Closed
VST
2017
Van Strum & Towne
California
– -$201K -2,282 Closed
CAM
2018
Covenant Asset Management
New Jersey
– -$200K -2,278 Closed
IC
2019
Inscription Capital
Texas
– -$200K -2,278 Closed
ABLA
2020
Alan B. Lancz & Associates
Ohio
– -$185K -2,109 Closed
GC
2021
Gibson Capital
Pennsylvania
– -$172K -1,960 Closed
AWM
2022
Ameliora Wealth Management
Switzerland
– -$147K -1,674 Closed
CWAF
2023
Core Wealth Advisors (Florida)
Florida
– -$142K -1,616 Closed
KI
2024
Kapitalo Investimentos
Brazil
– -$114K -1,302 Closed
IUHSA
2025
Itau Unibanco Holding S.A.
Brazil
– -$91K -1,036 Closed
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