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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2001
Duality Advisers
Florida
– -$423K -4,626 Closed
MIS
2002
Morningstar Investment Services
Illinois
– -$403K -4,394 Closed
PMG
2003
ProVise Management Group
Florida
– -$364K -3,985 Closed
SSA
2004
Sierra Summit Advisors
Nevada
– -$359K -3,929 Closed
RMCM
2005
Reynders McVeigh Capital Management
Massachusetts
– -$353K -3,861 Closed
KNW
2006
Kesler Norman & Wride
Utah
– -$352K -3,850 Closed
OWP
2007
Obermeyer Wealth Partners
Colorado
– -$344K -3,769 Closed
PCM
2008
PenderFund Capital Management
British Columbia, Canada
– -$455K -3,755 Closed
TBA
2009
Tower Bridge Advisors
Pennsylvania
– -$330K -3,608 Closed
WWM
2010
Waterway Wealth Management
Texas
– -$324K -3,544 Closed
JIP
2011
Jaffetilchin Investment Partners
Florida
– -$323K -3,529 Closed
GIS
2012
Grayhawk Investment Strategies
Alberta, Canada
– -$319K -3,488 Closed
MLL
2013
Moody Lynn & Lieberson
Massachusetts
– -$317K -3,468 Closed
CAM
2014
CPA Asset Management
Florida
– -$314K -3,431 Closed
HPM
2015
Hoxton Planning & Management
West Virginia
– -$313K -3,419 Closed
PWH
2016
Priebe Wealth Holdings
Minnesota
– -$311K -3,399 Closed
BFAG
2017
Blackston Financial Advisory Group
Florida
– -$304K -3,331 Closed
LEA
2018
Legacy Edge Advisors
New York
– -$304K -3,325 Closed
WAM
2019
Wakefield Asset Management
Colorado
– -$300K -3,281 Closed
HWM
2020
Horizon Wealth Management
Illinois
– -$295K -3,224 Closed
I
2021
InceptionR
California
– -$260K -2,844 Closed
HWM
2022
Hemington Wealth Management
Virginia
– -$257K -2,807 Closed
CWP
2023
Corepath Wealth Partners
Arizona
– -$254K -2,799 Closed
RP
2024
Riverbridge Partners
Minnesota
– -$255K -2,795 Closed
OWA
2025
One Wealth Advisors
California
– -$250K -2,732 Closed
79 80
81
82 83