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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Citizens Business Bank
1976
Citizens Business Bank
California
USD 21.4 M -USD 105 k -366 -0.5%
NEWAS
1977
N.E.W. Advisory Services
Wisconsin
USD 21.4 M +USD 1.81 M +6,339 +9%
Global Wealth Management Investment Advisory
1978
Global Wealth Management Investment Advisory
Florida
USD 21.4 M +USD 412 k +1,440 +2%
First Commonwealth Financial Corp
1979
First Commonwealth Financial Corp
Pennsylvania
USD 21.4 M -USD 597 k -2,087 -3%
Consilium Wealth Advisory
1980
Consilium Wealth Advisory
Texas
USD 21.3 M -USD 1.05 M -3,674 -5%
Arkfeld Wealth Strategies
1981
Arkfeld Wealth Strategies
Nebraska
USD 21.3 M -USD 405 k -1,416 -2%
Crescent Grove Advisors
1982
Crescent Grove Advisors
Illinois
USD 21.3 M -USD 76.9 k -269 -0.4%
Founders Capital Management (Connecticut)
1983
Founders Capital Management (Connecticut)
Connecticut
USD 21.3 M -USD 159 k -555 -0.8%
APW
1984
Allied Private Wealth
Florida
USD 21.2 M +USD 19.4 M +67,800 Nuevas
KFS
1985
Kurt F. Somerville
USD 21.2 M -USD 1.47 M -5,132 -7%
Nicollet Investment Management
1986
Nicollet Investment Management
Minnesota
USD 21.2 M +USD 118 k +411 +0.6%
Montis Financial
1987
Montis Financial
Massachusetts
USD 21.2 M +USD 167 k +583 +0.8%
McDonough Capital Management
1988
McDonough Capital Management
Florida
USD 21.2 M -USD 56.5 M -197,388 -53%
Radnor Capital Management
1989
Radnor Capital Management
Pennsylvania
USD 21.1 M -USD 44.6 k -156 -0.2%
Certified Advisory Corp
1990
Certified Advisory Corp
Florida
USD 21.1 M -USD 49.5 k -173 -0.2%
Burford Brothers
1991
Burford Brothers
Texas
USD 21.1 M +USD 370 k +1,294 +2%
Stablepoint Partners
1992
Stablepoint Partners
Massachusetts
USD 21 M -USD 184 k -644 -0.9%
London & Capital Asset Management
1993
London & Capital Asset Management
United Kingdom
USD 21 M -USD 7.59 M -26,547 -27%
Retail Employees Superannuation Trust
1994
Retail Employees Superannuation Trust
USD 21 M -USD 17.1 M -59,738 -45%
SHP Wealth Management
1995
SHP Wealth Management
Massachusetts
USD 21 M +USD 1.88 M +6,562 +10%
Live Oak Private Wealth
1996
Live Oak Private Wealth
North Carolina
USD 21 M -USD 1.22 M -4,270 -6%
Dominguez Wealth Management Solutions
1997
Dominguez Wealth Management Solutions
Virginia
USD 20.9 M +USD 12.3 k +43 +0.1%
Aviso Wealth Management
1998
Aviso Wealth Management
Washington
USD 20.9 M -USD 74.9 k -262 -0.4%
FCA
1999
FLC Capital Advisors
California
USD 20.9 M -USD 2.55 M -8,913 -11%
Manhattan West Asset Management
2000
Manhattan West Asset Management
California
USD 20.9 M +USD 1.91 M +6,692 +10%