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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Gen-Wealth Partners
1976
Gen-Wealth Partners
Michigan
USD 71.6 k +USD 6.36 k +22 +15%
Coston McIsaac & Partners
1977
Coston McIsaac & Partners
Maine
USD 70 k -USD 24.9 k -86 -35%
Loring Wolcott & Coolidge Fiduciary Advisors
1978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
USD 69.5 k – – –
Downshift Financial
1979
Downshift Financial
Colorado
USD 66.9 k +USD 44.8 k +155 Nuevas
Rossby Financial
1980
Rossby Financial
Florida
USD 66.4 k -USD 56.1 k -194 -56%
Salomon & Ludwin
1981
Salomon & Ludwin
Virginia
USD 65.5 k +USD 6.36 k +22 +17%
Close Asset Management
1982
Close Asset Management
United Kingdom
USD 65 k -USD 17.4 k -60 -29%
Ulland Investment Advisors
1983
Ulland Investment Advisors
Minnesota
USD 65 k – – –
Consultiva Wealth Management
1984
Consultiva Wealth Management
Puerto Rico
USD 64.7 k – – –
Continuum Advisory
1985
Continuum Advisory
Idaho
USD 64 k +USD 42.8 k +148 Nuevas
APW
1986
Allied Private Wealth
Florida
USD 62.8 k +USD 41.9 k +145 Nuevas
Richardson Financial Services
1987
Richardson Financial Services
Massachusetts
USD 61.3 k +USD 41.1 k +142 Nuevas
Atlantic Edge Private Wealth Management
1988
Atlantic Edge Private Wealth Management
Florida
USD 60.4 k +USD 4.34 k +15 +12%
Country Trust Bank
1989
Country Trust Bank
Illinois
USD 59.5 k – – –
Clean Yield Group
1990
Clean Yield Group
Vermont
USD 55.7 k – – –
JPL Wealth Management
1991
JPL Wealth Management
Colorado
USD 55.5 k +USD 868 +3 +2%
TIAA Trust, National Association
1992
TIAA Trust, National Association
North Carolina
USD 55.2 k +USD 23.4 k +81 +172%
Private Wealth Asset Management
1993
Private Wealth Asset Management
Iowa
USD 53.1 k – – –
Grove Bank & Trust
1994
Grove Bank & Trust
Florida
USD 52.6 k +USD 3.18 k +11 +10%
Caitong International Asset Management
1995
Caitong International Asset Management
Hong Kong
USD 52.2 k -USD 112 k -387 -76%
Contravisory Investment Management
1996
Contravisory Investment Management
Massachusetts
USD 52.2 k – – –
Roble Belko & Company
1997
Roble Belko & Company
Pennsylvania
USD 52 k – – –
WPG Advisers
1998
WPG Advisers
Maryland
USD 51.8 k -USD 6.94 k -24 -17%
Highline Wealth Partners
1999
Highline Wealth Partners
California
USD 49.2 k -USD 3.47 k -12 -10%
Advantage Trust Company
2000
Advantage Trust Company
Kansas
USD 48.8 k – – –