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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
San Luis Wealth Advisors
2001
San Luis Wealth Advisors
California
USD 13.2 M +USD 190 k +756 +1%
LVW Advisors
2002
LVW Advisors
New York
USD 13.2 M +USD 197 k +784 +1%
Garden State Investment Advisory Services
2003
Garden State Investment Advisory Services
New Jersey
USD 13.2 M +USD 208 k +829 +2%
Mattson Financial Services
2004
Mattson Financial Services
Michigan
USD 13.2 M -USD 966 k -3,849 -7%
Black Cypress Capital Management
2005
Black Cypress Capital Management
Florida
USD 13.2 M -USD 704 k -2,806 -5%
Tradewinds LLC
2006
Tradewinds LLC
North Carolina
USD 13.2 M -USD 11.8 M -47,005 -87%
MIM
2007
Marco Investment Management
Georgia
USD 13.2 M -USD 501 k -1,997 -3%
Fairtree Asset Management
2008
Fairtree Asset Management
South Africa
USD 13.1 M +USD 1.22 M +4,879 +10%
Occidental Asset Management
2009
Occidental Asset Management
California
USD 13.1 M +USD 1.35 M +5,373 +11%
Eagle Rock Investment Company
2010
Eagle Rock Investment Company
Georgia
USD 13.1 M +USD 2.5 M +9,977 +22%
Resolute Capital Asset Partners
2011
Resolute Capital Asset Partners
Colorado
USD 13.1 M +USD 5.19 M +20,659 +60%
Leeward Financial Partners
2012
Leeward Financial Partners
Washington
USD 13.1 M -USD 308 k -1,227 -2%
Johnson Financial Group Inc (Wisconsin)
2013
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 13 M -USD 1.12 M -4,449 -8%
Harmony Asset Management
2014
Harmony Asset Management
Arizona
USD 13 M -USD 553 k -2,205 -4%
Mission Creek Capital Partners
2015
Mission Creek Capital Partners
California
USD 13 M +USD 99.1 k +395 +0.7%
Congress Park Capital
2016
Congress Park Capital
New York
USD 13 M +USD 230 k +915 +2%
ValueWorks
2017
ValueWorks
New York
USD 13 M +USD 44.7 k +178 +0.3%
Forum Financial Management
2018
Forum Financial Management
Illinois
USD 13 M +USD 135 k +536 +1%
Searcy Financial Services
2019
Searcy Financial Services
Kansas
USD 13 M -USD 254 k -1,011 -2%
Perkins Coie Trust Company
2020
Perkins Coie Trust Company
Washington
USD 13 M +USD 1.69 M +6,746 +14%
Duncker Streett & Co
2021
Duncker Streett & Co
Missouri
USD 13 M +USD 142 k +564 +1%
WFG
2022
Wormser Freres Gestion
France
USD 13 M +USD 531 k +2,115 +4%
LDIC Inc
2023
LDIC Inc
USD 13 M +USD 13.7 M +54,510 Nuevas
Chronos Wealth Management
2024
Chronos Wealth Management
Florida
USD 13 M -USD 69.5 k -277 -0.5%
AIP
2025
Alapocas Investment Partners
Massachusetts
USD 13 M -USD 5.14 M -20,482 -27%