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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Avantra Family Wealth
2001
Avantra Family Wealth
Pennsylvania
USD 1.27 M +USD 812 k +1,759 Nuevas
AIA Group
2002
AIA Group
Hong Kong
USD 1.27 M -USD 16.1 M -34,962 -95%
ODFS
2003
O'Donnell Financial Services
California
USD 1.27 M +USD 9.23 k +20 +1%
Five Oceans Advisors
2004
Five Oceans Advisors
California
USD 1.27 M +USD 923 +2 +0.1%
Red Door Wealth Management
2005
Red Door Wealth Management
Tennessee
USD 1.27 M +USD 27.2 k +59 +3%
Whelan Financial
2006
Whelan Financial
California
USD 1.26 M -USD 3.69 k -8 -0.5%
Telos Capital Management
2007
Telos Capital Management
California
USD 1.26 M -USD 57.2 k -124 -7%
BCS Wealth Management
2008
BCS Wealth Management
Tennessee
USD 1.26 M +USD 21.7 k +47 +3%
Ellis Investment Partners
2009
Ellis Investment Partners
Pennsylvania
USD 1.26 M +USD 1.85 k +4 +0.2%
BIP Wealth
2010
BIP Wealth
Georgia
USD 1.26 M +USD 155 k +337 +24%
ELCO Management
2011
ELCO Management
New York
USD 1.25 M +USD 799 k +1,732 Nuevas
Sheets Smith Wealth Management
2012
Sheets Smith Wealth Management
North Carolina
USD 1.25 M -USD 48.4 k -105 -6%
Hohimer Wealth Management
2013
Hohimer Wealth Management
Washington
USD 1.24 M -USD 8.77 k -19 -1%
SEP
2014
Southland Equity Partners
Missouri
USD 1.24 M -USD 16.6 k -36 -2%
LS Investment Advisors
2015
LS Investment Advisors
Michigan
USD 1.24 M +USD 791 k +1,714 Nuevas
Convergence Financial
2016
Convergence Financial
Missouri
USD 1.24 M +USD 391 k +848 +98%
Mesirow Financial Investment Management
2017
Mesirow Financial Investment Management
Illinois
USD 1.23 M -USD 8.3 k -18 -1%
Sage Rhino Capital
2018
Sage Rhino Capital
California
USD 1.23 M +USD 3.69 k +8 +0.5%
Soundwatch Capital
2019
Soundwatch Capital
Connecticut
USD 1.23 M -USD 4.61 k -10 -0.6%
FNY Investment Advisers
2020
FNY Investment Advisers
New York
USD 1.23 M +USD 547 k +1,185 +229%
Sagewood Asset Management
2021
Sagewood Asset Management
New York
USD 1.23 M +USD 272 k +590 +53%
TritonPoint Wealth
2022
TritonPoint Wealth
Maryland
USD 1.23 M +USD 14.3 k +31 +2%
SLG
2023
Sanchez Levi Garrett
USD 1.23 M +USD 6.92 k +15 +0.9%
Ariadne Wealth Management
2024
Ariadne Wealth Management
California
USD 1.23 M +USD 5.54 k +12 +0.7%
Alexander Labrunerie & Co
2025
Alexander Labrunerie & Co
Missouri
USD 1.22 M – – –