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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
2001
Jackson Grant Investment Advisers
Connecticut
$35.6K – – –
CB
2002
Centennial Bank
Arkansas
$35.2K – – –
AGWCA
2003
Annis Gardner Whiting Capital Advisors
Florida
$34.2K -$14.7K -100 -30%
CPG
2004
Cornerstone Planning Group
New Jersey
$33.8K +$17.5K +119 +92%
CWM
2005
Cranbrook Wealth Management
Michigan
$33.3K +$3.97K +27 +14%
MFA
2006
McClarren Financial Advisors
Pennsylvania
$33K +$147 +1 +0.4%
NC
2007
NewSquare Capital
Pennsylvania
$32.6K +$27.5K +187 +534%
EPIM
2008
Evelyn Partners Investment Management
$32.3K -$77.1K -525 -70%
FFL
2009
Financial Freedom LLC
Ohio
$32.2K +$147 +1 +0.5%
HBW
2010
Hazlett, Burt & Watson
West Virginia
$32K – – –
PCFFS
2011
Pacific Center for Financial Services
California
$31.9K – – –
SCB
2012
Saudi Central Bank
Saudi Arabia
$31.4K +$31.4K +214 New
GWS
2013
Greykasell Wealth Strategies
California
$30.8K +$30.9K +210 New
MAM
2014
Meeder Asset Management
Ohio
$29.8K -$15.3K -104 -34%
AWM
2015
AllSquare Wealth Management
New York
$29.4K – – –
FWM
2016
FSA Wealth Management
Massachusetts
$29.4K – – –
CG
2017
Curat Global
New Hampshire
$29.4K +$29.4K +200 New
CA
2018
Continuum Advisory
Idaho
$28.6K +$9.26K +63 +48%
PSB
2019
Piscataqua Savings Bank
New Hampshire
$28.5K -$19.1K -130 -40%
WA
2020
WPG Advisers
Maryland
$28.2K -$294 -2 -1%
CIAM
2021
Caitong International Asset Management
Hong Kong
$28.1K +$28.1K +191 New
KFP
2022
Keener Financial Planning
Texas
$28K – – –
KWM
2023
Kiker Wealth Management
Georgia
$27.3K +$27.3K +186 New
MDA
2024
Minot DeBlois Advisors
Massachusetts
$27.2K – – –
CWM
2025
Centricity Wealth Management
Ohio
$26.1K – – –
79 80
81
82 83