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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
First United Bank & Trust
2001
First United Bank & Trust
Maryland
USD 257 k -USD 2.81 k -49 -1%
Fagan Associates
2002
Fagan Associates
New York
USD 257 k – – –
Baker Ellis Asset Management
2003
Baker Ellis Asset Management
Washington
USD 256 k – – –
First Hawaiian Bank
2004
First Hawaiian Bank
Hawaii
USD 256 k – – –
VeraBank
2005
VeraBank
Texas
USD 255 k -USD 15.2 k -265 -6%
Element Wealth
2006
Element Wealth
Mississippi
USD 255 k -USD 6.26 k -109 -2%
CoreFirst Bank & Trust
2007
CoreFirst Bank & Trust
Kansas
USD 255 k -USD 36.2 k -630 -12%
Wallace Advisory Group
2008
Wallace Advisory Group
California
USD 254 k -USD 7.18 k -125 -3%
Faithward Advisors
2009
Faithward Advisors
Pennsylvania
USD 254 k -USD 2.19 M -38,097 -90%
Cogent Strategic Wealth
2010
Cogent Strategic Wealth
Illinois
USD 254 k -USD 54.1 k -942 -18%
Bellevue Asset Management
2011
Bellevue Asset Management
Washington
USD 254 k +USD 287 +5 +0.1%
CSM Advisors
2012
CSM Advisors
Pennsylvania
USD 252 k -USD 31.3 k -545 -11%
PWW
2013
Pettyjohn Wood & White
Virginia
USD 252 k – – –
Carson Advisory
2014
Carson Advisory
Georgia
USD 252 k +USD 251 k +4,371 Nuevas
EGA
2015
E&G Advisors
Texas
USD 251 k +USD 5.74 k +100 +2%
Stonebridge Financial Group (Pennsylvania)
2016
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 251 k +USD 3.04 k +53 +1%
BW Gestao de Investimentos
2017
BW Gestao de Investimentos
Brazil
USD 251 k -USD 354 k -6,166 -59%
Paces Ferry Wealth Advisors
2018
Paces Ferry Wealth Advisors
Georgia
USD 250 k -USD 4.48 k -78 -2%
Peoples Bank (Ohio)
2019
Peoples Bank (Ohio)
Ohio
USD 250 k -USD 12.9 k -225 -5%
OneAscent Family Office
2020
OneAscent Family Office
Alabama
USD 250 k +USD 249 k +4,344 Nuevas
FCA
2021
FLC Capital Advisors
California
USD 250 k -USD 22.1 k -385 -8%
BlackDiamond Wealth Management
2022
BlackDiamond Wealth Management
New York
USD 250 k +USD 3.9 k +68 +2%
Lifeworks Advisors
2023
Lifeworks Advisors
Michigan
USD 249 k -USD 40.8 k -711 -14%
New England Capital Financial Advisors
2024
New England Capital Financial Advisors
Connecticut
USD 249 k -USD 119 k -2,075 -32%
Sheets Smith Wealth Management
2025
Sheets Smith Wealth Management
North Carolina
USD 248 k -USD 47.3 k -824 -16%