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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2001
Orion Capital Management
California
$31.2K +$34.2K +215 New
MWC
2002
MBM Wealth Consultants
Missouri
$30.5K +$33.4K +210 New
AWM
2003
Abound Wealth Management
Tennessee
$30.4K +$796 +5 +2%
HBW
2004
Hazlett, Burt & Watson
West Virginia
$30K – – –
TCM
2005
Tradewinds Capital Management
Washington
$29.9K – – –
GWS
2006
Greykasell Wealth Strategies
California
$29.6K +$12.4K +78 +62%
SEP
2007
Signature Equity Partners
Ohio
$29.6K -$33K -207 -50%
MCA
2008
McGuire Capital Advisors
Oklahoma
$29.5K – – –
CG
2009
Curat Global
New Hampshire
$29K – – –
VWM
2010
Valley Wealth Managers
New Jersey
$29K – – –
PSB
2011
Piscataqua Savings Bank
New Hampshire
$28.2K – – –
MPG
2012
My Portfolio Guide
California
$28.2K +$30.9K +194 New
HWA
2013
HHM Wealth Advisors
Tennessee
$27.4K – – –
TGY2IT
2014
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$27.3K +$29.9K +188 New
MAM
2015
Meeder Asset Management
Ohio
$27K -$11.8K -74 -28%
MCI
2016
MRP Capital Investments
Georgia
$26.9K -$11.9K -75 -29%
CJ
2017
Caitlin John
Michigan
$26.5K -$165K -1,035 -85%
AEPWM
2018
Atlantic Edge Private Wealth Management
Florida
$26.1K – – –
CWM
2019
Cranbrook Wealth Management
Michigan
$26K +$159 +1 +0.6%
FFO
2020
Fortitude Family Office
Arizona
$25.9K -$130K -819 -82%
MWPCG
2021
Measured Wealth Private Client Group
New Hampshire
$25K – – –
BFPW
2022
BOK Financial Private Wealth
Colorado
$24.1K – – –
DFC
2023
DB Fitzpatrick & Co
Idaho
$24K – – –
KAS
2024
Kemnay Advisory Services
New York
$23.7K -$22.6K -142 -47%
AF
2025
Align Financial
Minnesota
$23.2K -$4.05M -25,456 -99%
79 80
81
82 83