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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
MAA
2001
Mraz Amerine & Associates
California
USD 1.54 M +USD 46 k +247 +3%
Somerset Group
2002
Somerset Group
Minnesota
USD 1.54 M -USD 931 -5 -0.1%
Doheny Asset Management
2003
Doheny Asset Management
California
USD 1.54 M – – –
Bridgewater Advisors
2004
Bridgewater Advisors
New York
USD 1.54 M +USD 1.3 k +7 +0.1%
Root Financial Partners
2005
Root Financial Partners
California
USD 1.54 M +USD 380 k +2,043 +28%
Lombard Odier Asset Management (Switzerland)
2006
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 1.54 M +USD 55.8 k +300 +3%
Gradient Capital Advisors
2007
Gradient Capital Advisors
California
USD 1.54 M +USD 7.44 k +40 +0.4%
Congress Park Capital
2008
Congress Park Capital
New York
USD 1.54 M +USD 15.8 k +85 +0.9%
Pacific Wealth Strategies Group
2009
Pacific Wealth Strategies Group
California
USD 1.53 M +USD 144 k +772 +9%
Safe Harbor Fiduciary
2010
Safe Harbor Fiduciary
Florida
USD 1.53 M +USD 17.5 k +94 +1%
Piscataqua Savings Bank
2011
Piscataqua Savings Bank
New Hampshire
USD 1.53 M -USD 295 k -1,584 -15%
Meridian Wealth Advisors
2012
Meridian Wealth Advisors
Texas
USD 1.52 M +USD 7.26 k +39 +0.4%
Marino Stram & Associates
2013
Marino Stram & Associates
Massachusetts
USD 1.52 M +USD 32.4 k +174 +2%
Mosaic Financial Group
2014
Mosaic Financial Group
Illinois
USD 1.52 M -USD 139 k -747 -8%
TMB Capital Partners
2015
TMB Capital Partners
Arkansas
USD 1.52 M -USD 93.8 k -504 -5%
All Terrain Financial Advisors
2016
All Terrain Financial Advisors
Minnesota
USD 1.51 M -USD 11 k -59 -0.6%
Donoghue Forlines
2017
Donoghue Forlines
Massachusetts
USD 1.51 M -USD 830 k -4,460 -33%
Davidson Trust Company
2018
Davidson Trust Company
Washington
USD 1.51 M +USD 16.9 k +91 +1%
KHCM
2019
Kirtland Hills Capital Management
Ohio
USD 1.51 M +USD 495 k +2,658 +41%
Elyxium Wealth
2020
Elyxium Wealth
California
USD 1.51 M +USD 246 k +1,322 +17%
Madrona Financial Services
2021
Madrona Financial Services
Washington
USD 1.5 M -USD 1.68 k -9 -0.1%
Montchanin Asset Management
2022
Montchanin Asset Management
Delaware
USD 1.5 M – – –
Demars Financial Group
2023
Demars Financial Group
Washington
USD 1.5 M +USD 128 k +686 +8%
Curtis Advisory Group
2024
Curtis Advisory Group
California
USD 1.5 M – – –
HORAN Wealth
2025
HORAN Wealth
Ohio
USD 1.5 M -USD 1.67 M -8,972 -50%