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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
A
2001
AlphaQuest
New York
$29.5K -$14.3K -93 -33%
SC
2002
Stance Capital
Massachusetts
$28.2K -$2.06M -13,343 -99%
CFS
2003
CGC Financial Services
Oregon
$27.6K – – –
MWPCG
2004
Measured Wealth Private Client Group
New Hampshire
$26.7K +$26.5K +172 New
AEPWM
2005
Atlantic Edge Private Wealth Management
Florida
$26.4K – – –
AWM
2006
Abound Wealth Management
Tennessee
$25.8K – – –
BFPW
2007
BOK Financial Private Wealth
Colorado
$25.8K – – –
DFC
2008
DB Fitzpatrick & Co
Idaho
$25.6K – – –
SNB
2009
Security National Bank
Nebraska
$24.8K – – –
PWMG
2010
Private Wealth Management Group
New Jersey
$24.5K – – –
IA
2011
IFS Advisors
Kansas
$24.5K – – –
AT
2012
Arlington Trust
Alabama
$24.1K -$15.4K -100 -39%
SOW
2013
State of Wyoming
Wyoming
$23.9K +$23.7K +154 New
APW
2014
Atlantic Private Wealth
North Carolina
$23.3K – – –
MDA
2015
Minot DeBlois Advisors
Massachusetts
$23.3K – – –
PWM
2016
Peck Wealth Management
New York
$23.3K +$23.1K +150 New
NECFA
2017
New England Capital Financial Advisors
Connecticut
$22.5K – – –
AW
2018
Avion Wealth
Texas
$22K – – –
TFGT
2019
TS Financial Group (TSFG)
Illinois
$22K – – –
TFG
2020
Team Financial Group
California
$21.2K +$154 +1 +0.7%
WAG
2021
Wiser Advisor Group
Arizona
$20.8K +$20.7K +134 New
HIW
2022
Holos Integrated Wealth
Pennsylvania
$20.7K -$5.09K -33 -19%
PC
2023
Promus Capital
Illinois
$20.5K +$154 +1 +0.8%
RF
2024
Roxbury Financial
New Jersey
$20.4K – – –
GWS
2025
Greykasell Wealth Strategies
California
$19.6K – – –
79 80
81
82 83