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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
TDB
2001
Thompson David Blair
USD 935 k -USD 12.6 k -236 -1%
FCA Corp
2002
FCA Corp
Texas
USD 930 k – – –
Silvia McColl Wealth Management
2003
Silvia McColl Wealth Management
California
USD 930 k – – –
LBMC Investment Advisors
2004
LBMC Investment Advisors
Tennessee
USD 928 k -USD 72.7 k -1,367 -8%
Navellier & Associates
2005
Navellier & Associates
Nevada
USD 926 k +USD 290 k +5,444 +50%
Thrive Capital Management (Pennsylvania)
2006
Thrive Capital Management (Pennsylvania)
Pennsylvania
USD 925 k -USD 10.3 k -194 -1%
Frisch Financial Group
2007
Frisch Financial Group
New York
USD 921 k +USD 31.8 k +597 +4%
Root Financial Partners
2008
Root Financial Partners
California
USD 920 k +USD 58.5 k +1,100 +7%
Pacific Point Advisors
2009
Pacific Point Advisors
California
USD 920 k +USD 3.4 k +64 +0.4%
Forza Wealth Management
2010
Forza Wealth Management
Florida
USD 918 k – – –
BLB&B Advisors
2011
BLB&B Advisors
Pennsylvania
USD 918 k -USD 55.3 k -1,039 -6%
William John Sempolinski
2012
William John Sempolinski
Massachusetts
USD 913 k +USD 213 +4 +0%
Acropolis Investment Management
2013
Acropolis Investment Management
Missouri
USD 913 k -USD 4.15 k -78 -0.5%
M3 Advisory Group
2014
M3 Advisory Group
Massachusetts
USD 912 k +USD 21.8 k +409 +3%
Coign Capital Advisors
2015
Coign Capital Advisors
Utah
USD 911 k +USD 7.87 k +148 +0.9%
Financial Management Network
2016
Financial Management Network
California
USD 908 k +USD 56.4 k +1,060 +8%
RMR Wealth Builders
2017
RMR Wealth Builders
New Jersey
USD 906 k +USD 6.54 k +123 +0.8%
Delta Asset Management
2018
Delta Asset Management
Tennessee
USD 905 k +USD 7.98 k +150 +1%
Lakeshore Capital Group
2019
Lakeshore Capital Group
Illinois
USD 905 k -USD 4.68 k -88 -0.6%
Family Management
2020
Family Management
New York
USD 904 k +USD 49.7 k +935 +6%
Fiduciary Financial Group
2021
Fiduciary Financial Group
California
USD 904 k +USD 76.4 k +1,436 +10%
Alessandra Capital Management
2022
Alessandra Capital Management
California
USD 901 k -USD 62.9 k -1,183 -7%
Old Point Trust & Financial Services N A
2023
Old Point Trust & Financial Services N A
Virginia
USD 899 k – – –
Private Wealth Advisors (California)
2024
Private Wealth Advisors (California)
California
USD 899 k +USD 904 +17 +0.1%
HCM
2025
Hall Capital Management
Rhode Island
USD 898 k -USD 11.3 k -212 -1%