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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Juncture Wealth Strategies
2001
Juncture Wealth Strategies
Arizona
USD 1.7 M -USD 56.5 k -540 -4%
Red Door Wealth Management
2002
Red Door Wealth Management
Tennessee
USD 1.69 M +USD 81.7 k +781 +6%
Suncoast Equity Management
2003
Suncoast Equity Management
Florida
USD 1.68 M +USD 1.5 M +14,300 Nuevas
Roman Butler Fullerton & Co
2004
Roman Butler Fullerton & Co
Missouri
USD 1.68 M +USD 25.2 k +241 +2%
Severin Investments
2005
Severin Investments
Missouri
USD 1.68 M -USD 15.2 k -145 -1%
Thayer Partners
2006
Thayer Partners
Pennsylvania
USD 1.67 M +USD 565 k +5,400 +61%
Allred Capital Management
2007
Allred Capital Management
Texas
USD 1.67 M +USD 4.08 k +39 +0.3%
Retirement Capital Strategies
2008
Retirement Capital Strategies
California
USD 1.67 M – – –
CWS Financial Advisors
2009
CWS Financial Advisors
Michigan
USD 1.67 M +USD 84 k +803 +6%
GAMCO Investors
2010
GAMCO Investors
Connecticut
USD 1.66 M -USD 273 k -2,606 -16%
Tortuga Wealth Management
2011
Tortuga Wealth Management
California
USD 1.66 M -USD 272 k -2,601 -16%
Cardiff Park Advisors
2012
Cardiff Park Advisors
California
USD 1.66 M -USD 62.3 k -596 -4%
RPGK
2013
Retirement Planning Group (Kansas)
Kansas
USD 1.66 M +USD 168 k +1,604 +13%
TRB Wealth Management
2014
TRB Wealth Management
Texas
USD 1.65 M -USD 234 k -2,236 -14%
Foster Dykema Cabot & Partners
2015
Foster Dykema Cabot & Partners
Massachusetts
USD 1.65 M +USD 20.9 k +200 +1%
Guinness Atkinson Asset Management
2016
Guinness Atkinson Asset Management
California
USD 1.65 M -USD 111 k -1,064 -7%
Beaton Management Company
2017
Beaton Management Company
Massachusetts
USD 1.64 M – – –
Monetta Financial Services
2018
Monetta Financial Services
Illinois
USD 1.64 M – – –
Faithward Advisors
2019
Faithward Advisors
Pennsylvania
USD 1.64 M -USD 813 k -7,776 -36%
Platform Technology Partners
2020
Platform Technology Partners
New York
USD 1.64 M +USD 8.26 k +79 +0.6%
First Commonwealth Financial Corp
2021
First Commonwealth Financial Corp
Pennsylvania
USD 1.64 M -USD 39.5 k -378 -3%
UAML
2022
US Asset Management LLC
Pennsylvania
USD 1.63 M +USD 6.48 k +62 +0.4%
Valley National Advisers
2023
Valley National Advisers
Pennsylvania
USD 1.63 M +USD 75.8 k +725 +5%
Cary Street Partners Investment Advisory
2024
Cary Street Partners Investment Advisory
Virginia
USD 1.63 M +USD 69.6 k +666 +5%
Michels Family Financial
2025
Michels Family Financial
Texas
USD 1.63 M -USD 199 k -1,905 -12%