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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
AllSquare Wealth Management
New York
$25.8K – – –
FWM
2002
FSA Wealth Management
Massachusetts
$25.8K – – –
APW
2003
Atlantic Private Wealth
North Carolina
$25.8K +$6.56K +50 +33%
RFG
2004
REAP Financial Group
Texas
$25.8K +$12.3K +94 +89%
HIW
2005
Holos Integrated Wealth
Pennsylvania
$25K +$25.4K +194 New
WA
2006
WPG Advisers
Maryland
$25K +$25.4K +194 New
KFP
2007
Keener Financial Planning
Texas
$25K – – –
AIC
2008
Archer Investment Corporation
Indiana
$24.2K -$27.4K -209 -53%
OAJ
2009
Ogorek Anthony Joseph
New York
$24K -$2.62K -20 -9%
MDA
2010
Minot DeBlois Advisors
Massachusetts
$23.9K +$24.3K +185 New
TCG
2011
Transcendent Capital Group
Oklahoma
$23.8K – – –
CWM
2012
Centricity Wealth Management
Ohio
$23K +$23.3K +178 New
CFS
2013
CGC Financial Services
Oregon
$23K – – –
SO
2014
Sierra Ocean
California
$22.1K +$22.4K +171 New
AEPWM
2015
Atlantic Edge Private Wealth Management
Florida
$21.9K – – –
RDFA
2016
Ritter Daniher Financial Advisory
Ohio
$21.6K – – –
BFPW
2017
BOK Financial Private Wealth
Colorado
$21.4K -$125K -950 -85%
DFC
2018
DB Fitzpatrick & Co
Idaho
$21.3K – – –
SL
2019
Salomon & Ludwin
Virginia
$20.7K -$57.2K -436 -73%
SNB
2020
Security National Bank
Nebraska
$20.7K – – –
WCM
2021
Winthrop Capital Management
Indiana
$20K – – –
CPG
2022
Cornerstone Planning Group
New Jersey
$19.6K +$656 +5 +4%
RWS
2023
Retirement Wealth Solutions
Wisconsin
$19.3K +$19.3K +147 New
RAM
2024
Riggs Asset Management
Pennsylvania
$18.9K – – –
NECFA
2025
New England Capital Financial Advisors
Connecticut
$18.7K – – –
79 80
81
82 83