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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2001
Corsicana & Co
Texas
$114K – – –
VWM
2002
Vermillion Wealth Management
Minnesota
$112K +$39.7K +243 +53%
XC
2003
XY Capital
Hong Kong
$111K +$45.3K +277 +66%
AIS
2004
Advocate Investing Services
Maryland
$108K +$110K +674 New
TFIPS
2005
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K – – –
EWP
2006
Elevation Wealth Partners
California
$106K – – –
LAS
2007
Lloyd Advisory Services
Georgia
$106K +$108K +662 New
CCMW
2008
Cypress Capital Management (Wyoming)
Wyoming
$106K – – –
OP
2009
ORG Partners
Indiana
$106K +$2.13K +13 +2%
NWM
2010
Nova Wealth Management
Florida
$104K – – –
GAFA
2011
Garton & Associates Financial Advisors
Kentucky
$103K +$106K +647 New
JWA
2012
JFS Wealth Advisors
Pennsylvania
$103K +$18.3K +112 +21%
IRC
2013
Investors Research Corp
Georgia
$102K -$576K -3,524 -85%
1CP
2014
1015 Capital Partners
Pennsylvania
$102K +$104K +638 New
PMFA
2015
Plante Moran Financial Advisors
Michigan
$101K +$57.4K +351 +126%
S
2016
Sachetta
Massachusetts
$99.4K -$56.3K -344 -36%
CFG
2017
Clayton Financial Group
Missouri
$99.1K +$4.74K +29 +5%
SA
2018
Scarborough Advisors
Maryland
$97.3K -$2.45K -15 -2%
SWM
2019
SHP Wealth Management
Massachusetts
$96.1K +$98.1K +600 New
RBC
2020
Roble Belko & Company
Pennsylvania
$96K +$98.4K +602 New
DEM
2021
Disciplined Equity Management
Florida
$94.6K +$9.16K +56 +10%
UIA
2022
Ulland Investment Advisors
Minnesota
$94K – – –
OAM
2023
Ostrum Asset Management
France
$91.4K -$31.4K -192 -25%
BGAI
2024
Bruce G. Allen Investments
Colorado
$90.3K +$5.56K +34 +6%
HFS
2025
Horizon Financial Services
North Carolina
$88.7K – – –
79 80
81
82 83