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3M
MMM

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