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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Scissortail Wealth Management
Oklahoma
– -$392K -4,868 Closed
DA
2002
Duality Advisers
Florida
– -$423K -4,626 Closed
MIS
2003
Morningstar Investment Services
Illinois
– -$403K -4,394 Closed
PMG
2004
ProVise Management Group
Florida
– -$364K -3,985 Closed
SSA
2005
Sierra Summit Advisors
Nevada
– -$359K -3,929 Closed
RMCM
2006
Reynders McVeigh Capital Management
Massachusetts
– -$353K -3,861 Closed
KNW
2007
Kesler Norman & Wride
Utah
– -$352K -3,850 Closed
OWP
2008
Obermeyer Wealth Partners
Colorado
– -$344K -3,769 Closed
PCM
2009
PenderFund Capital Management
British Columbia, Canada
– -$455K -3,755 Closed
TBA
2010
Tower Bridge Advisors
Pennsylvania
– -$330K -3,608 Closed
WWM
2011
Waterway Wealth Management
Texas
– -$324K -3,544 Closed
JIP
2012
Jaffetilchin Investment Partners
Florida
– -$323K -3,529 Closed
GIS
2013
Grayhawk Investment Strategies
Alberta, Canada
– -$319K -3,488 Closed
MLL
2014
Moody Lynn & Lieberson
Massachusetts
– -$317K -3,468 Closed
CAM
2015
CPA Asset Management
Florida
– -$314K -3,431 Closed
HPM
2016
Hoxton Planning & Management
West Virginia
– -$313K -3,419 Closed
PWH
2017
Priebe Wealth Holdings
Minnesota
– -$311K -3,399 Closed
BFAG
2018
Blackston Financial Advisory Group
Florida
– -$304K -3,331 Closed
LEA
2019
Legacy Edge Advisors
New York
– -$304K -3,325 Closed
WAM
2020
Wakefield Asset Management
Colorado
– -$300K -3,281 Closed
HWM
2021
Horizon Wealth Management
Illinois
– -$295K -3,224 Closed
I
2022
InceptionR
California
– -$260K -2,844 Closed
HWM
2023
Hemington Wealth Management
Virginia
– -$257K -2,807 Closed
CWP
2024
Corepath Wealth Partners
Arizona
– -$254K -2,799 Closed
RP
2025
Riverbridge Partners
Minnesota
– -$255K -2,795 Closed
79 80
81
82 83