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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Asset Dedication LLC
2001
Asset Dedication LLC
California
USD 174 k +USD 12.7 k +90 +8%
First Financial Corp
2002
First Financial Corp
Indiana
USD 172 k – – –
Security National Bank of So Dak
2003
Security National Bank of So Dak
Iowa
USD 172 k +USD 169 k +1,200 Nuevas
Roble Belko & Company
2004
Roble Belko & Company
Pennsylvania
USD 169 k +USD 141 +1 +0.1%
Clean Yield Group
2005
Clean Yield Group
Vermont
USD 168 k +USD 2.53 k +18 +2%
JFS Wealth Advisors
2006
JFS Wealth Advisors
Pennsylvania
USD 168 k +USD 2.53 k +18 +2%
Hamrick Investment Counsel
2007
Hamrick Investment Counsel
Washington
USD 167 k – – –
Compagnie Lombard Odier SCmA
2008
Compagnie Lombard Odier SCmA
Switzerland
USD 166 k -USD 191 k -1,358 -54%
Pacific Center for Financial Services
2009
Pacific Center for Financial Services
California
USD 166 k – – –
First Community Trust
2010
First Community Trust
Iowa
USD 165 k – – –
Dynamic Wealth Strategies
2011
Dynamic Wealth Strategies
California
USD 163 k +USD 7.46 k +53 +5%
Kelleher Financial Advisors
2012
Kelleher Financial Advisors
New York
USD 163 k +USD 21.1 k +150 +15%
SIA
2013
Strategic Investment Advisors
Michigan
USD 158 k -USD 19 k -135 -11%
PP
2014
Pingora Partners
Wyoming
USD 157 k – – –
Quaker Wealth Management
2015
Quaker Wealth Management
New Jersey
USD 152 k +USD 141 +1 +0.1%
Piscataqua Savings Bank
2016
Piscataqua Savings Bank
New Hampshire
USD 151 k -USD 7.04 k -50 -5%
Cohen & Steers
2017
Cohen & Steers
New York
USD 150 k – – –
Wilkerson Advisory Group
2018
Wilkerson Advisory Group
Missouri
USD 149 k -USD 115 k -817 -44%
Dorato Capital Management
2019
Dorato Capital Management
Colorado
USD 149 k – – –
Blume Capital Management
2020
Blume Capital Management
California
USD 143 k – – –
Burnham & Co
2021
Burnham & Co
Michigan
USD 143 k +USD 141 k +1,000 Nuevas
Pacifica Partners
2022
Pacifica Partners
Canada
USD 141 k – – –
GCM
2023
Gunpowder Capital Management
Maryland
USD 136 k – – –
Continuum Advisory
2024
Continuum Advisory
Idaho
USD 132 k +USD 130 k +921 Nuevas
Bellevue Asset Management
2025
Bellevue Asset Management
Washington
USD 130 k +USD 985 +7 +0.8%