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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2001
Tradewinds Capital Management
Washington
$29.9K – – –
GWS
2002
Greykasell Wealth Strategies
California
$29.6K +$12.4K +78 +62%
SEP
2003
Signature Equity Partners
Ohio
$29.6K -$33K -207 -50%
MCA
2004
McGuire Capital Advisors
Oklahoma
$29.5K – – –
CG
2005
Curat Global
New Hampshire
$29K – – –
VWM
2006
Valley Wealth Managers
New Jersey
$29K – – –
PSB
2007
Piscataqua Savings Bank
New Hampshire
$28.2K – – –
MPG
2008
My Portfolio Guide
California
$28.2K +$30.9K +194 New
HWA
2009
HHM Wealth Advisors
Tennessee
$27.4K – – –
TGY2IT
2010
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$27.3K +$29.9K +188 New
MAM
2011
Meeder Asset Management
Ohio
$27K -$11.8K -74 -28%
MCI
2012
MRP Capital Investments
Georgia
$26.9K -$11.9K -75 -29%
CJ
2013
Caitlin John
Michigan
$26.5K -$165K -1,035 -85%
AEPWM
2014
Atlantic Edge Private Wealth Management
Florida
$26.1K – – –
CWM
2015
Cranbrook Wealth Management
Michigan
$26K +$159 +1 +0.6%
FFO
2016
Fortitude Family Office
Arizona
$25.9K -$130K -819 -82%
MWPCG
2017
Measured Wealth Private Client Group
New Hampshire
$25K – – –
BFPW
2018
BOK Financial Private Wealth
Colorado
$24.1K – – –
DFC
2019
DB Fitzpatrick & Co
Idaho
$24K – – –
KAS
2020
Kemnay Advisory Services
New York
$23.7K -$22.6K -142 -47%
AF
2021
Align Financial
Minnesota
$23.2K -$4.05M -25,456 -99%
SNB
2022
Security National Bank
Nebraska
$23.2K – – –
PWMG
2023
Private Wealth Management Group
New Jersey
$22.9K – – –
IA
2024
IFS Advisors
Kansas
$22.9K – – –
AT
2025
Arlington Trust
Alabama
$22.5K – – –
79 80
81
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