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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPF
2001
South Plains Financial
Texas
$38.2K -$33.1K -225 -46%
AT
2002
Arlington Trust
Alabama
$37.4K – – –
HB
2003
Horizon Bancorp
Indiana
$37K – – –
EWA
2004
EQ Wealth Advisors
Texas
$36.7K +$36.7K +250 New
JGIA
2005
Jackson Grant Investment Advisers
Connecticut
$35.6K – – –
CB
2006
Centennial Bank
Arkansas
$35.2K – – –
AGWCA
2007
Annis Gardner Whiting Capital Advisors
Florida
$34.2K -$14.7K -100 -30%
CPG
2008
Cornerstone Planning Group
New Jersey
$33.8K +$17.5K +119 +92%
CWM
2009
Cranbrook Wealth Management
Michigan
$33.3K +$3.97K +27 +14%
MFA
2010
McClarren Financial Advisors
Pennsylvania
$33K +$147 +1 +0.4%
NC
2011
NewSquare Capital
Pennsylvania
$32.6K +$27.5K +187 +534%
EPIM
2012
Evelyn Partners Investment Management
$32.3K -$77.1K -525 -70%
FFL
2013
Financial Freedom LLC
Ohio
$32.2K +$147 +1 +0.5%
HBW
2014
Hazlett, Burt & Watson
West Virginia
$32K – – –
PCFFS
2015
Pacific Center for Financial Services
California
$31.9K – – –
SCB
2016
Saudi Central Bank
Saudi Arabia
$31.4K +$31.4K +214 New
GWS
2017
Greykasell Wealth Strategies
California
$30.8K +$30.9K +210 New
MAM
2018
Meeder Asset Management
Ohio
$29.8K -$15.3K -104 -34%
AWM
2019
AllSquare Wealth Management
New York
$29.4K – – –
FWM
2020
FSA Wealth Management
Massachusetts
$29.4K – – –
CG
2021
Curat Global
New Hampshire
$29.4K +$29.4K +200 New
CA
2022
Continuum Advisory
Idaho
$28.6K +$9.26K +63 +48%
PSB
2023
Piscataqua Savings Bank
New Hampshire
$28.5K -$19.1K -130 -40%
WA
2024
WPG Advisers
Maryland
$28.2K -$294 -2 -1%
CIAM
2025
Caitong International Asset Management
Hong Kong
$28.1K +$28.1K +191 New
79 80
81
82 83