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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Advisornet Financial
2001
Advisornet Financial
Minnesota
USD 5.48 M +USD 420 k +1,047 +8%
Groesbeck Investment Management
2002
Groesbeck Investment Management
New Jersey
USD 5.46 M -USD 150 k -375 -3%
ML
2003
Maniro Ltd
USD 5.46 M +USD 5.79 M +14,446 Nuevas
CrossGen Wealth
2004
CrossGen Wealth
North Carolina
USD 5.46 M -USD 164 k -409 -3%
Klingman & Associates
2005
Klingman & Associates
New York
USD 5.45 M +USD 210 k +523 +4%
Leeward Financial Partners
2006
Leeward Financial Partners
Washington
USD 5.44 M -USD 81.8 k -204 -1%
Excelsior Advisor Network
2007
Excelsior Advisor Network
Colorado
USD 5.44 M +USD 4.7 M +11,725 +438%
McAdam LLC
2008
McAdam LLC
Pennsylvania
USD 5.44 M +USD 705 k +1,759 +14%
Hardy Reed
2009
Hardy Reed
Mississippi
USD 5.42 M -USD 547 k -1,365 -9%
IFC Advisors
2010
IFC Advisors
California
USD 5.42 M -USD 802 -2 -0%
Inscription Capital
2011
Inscription Capital
Texas
USD 5.42 M +USD 1.99 M +4,975 +53%
Diversified Enterprises
2012
Diversified Enterprises
Delaware
USD 5.41 M +USD 328 k +818 +6%
Lynx Capital Group
2013
Lynx Capital Group
Ohio
USD 5.4 M -USD 168 k -420 -3%
Jackson Wealth Management
2014
Jackson Wealth Management
Florida
USD 5.38 M -USD 59.4 M -148,217 -91%
Lewis Asset Management
2015
Lewis Asset Management
California
USD 5.38 M -USD 29.3 k -73 -0.5%
Miramontes Capital
2016
Miramontes Capital
California
USD 5.38 M +USD 141 k +351 +3%
University of Illinois Foundation
2017
University of Illinois Foundation
Illinois
USD 5.38 M – – –
Farmers & Merchants Trust Co of Chambersburg PA
2018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 5.37 M -USD 277 k -692 -5%
Alpine Bank Wealth Management
2019
Alpine Bank Wealth Management
Colorado
USD 5.37 M -USD 82.2 k -205 -1%
Cambient Family Office
2020
Cambient Family Office
Michigan
USD 5.37 M +USD 660 k +1,646 +13%
MJP Associates
2021
MJP Associates
Connecticut
USD 5.36 M +USD 1.8 M +4,479 +46%
Vega Investment Solutions
2022
Vega Investment Solutions
France
USD 5.35 M -USD 2.2 M -5,490 -28%
Redhawk Wealth Advisors
2023
Redhawk Wealth Advisors
Minnesota
USD 5.35 M -USD 233 k -581 -4%
Freedom Day Solutions
2024
Freedom Day Solutions
Texas
USD 5.34 M -USD 62.1 k -155 -1%
Quadcap Wealth Management
2025
Quadcap Wealth Management
Texas
USD 5.34 M +USD 605 k +1,508 +12%