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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Kozak & Associates
1976
Kozak & Associates
Colorado
USD 741 k +USD 56.4 k +180 +10%
American Trust
1977
American Trust
Kentucky
USD 740 k +USD 15.7 k +50 +3%
Greenfield Savings Bank
1978
Greenfield Savings Bank
Massachusetts
USD 740 k – – –
Van Hulzen Asset Management
1979
Van Hulzen Asset Management
California
USD 737 k -USD 7.83 k -25 -1%
Creative Financial Designs
1980
Creative Financial Designs
Indiana
USD 737 k +USD 127 k +405 +26%
Strategic Wealth Partners
1981
Strategic Wealth Partners
Ohio
USD 736 k -USD 22.5 k -72 -4%
Elevated Capital Advisors
1982
Elevated Capital Advisors
Utah
USD 735 k -USD 389 k -1,244 -39%
Shum Financial Group
1983
Shum Financial Group
California
USD 735 k +USD 1.56 k +5 +0.3%
Charles Schwab Trust
1984
Charles Schwab Trust
Nevada
USD 733 k +USD 117 k +375 +24%
Verus Financial Partners
1985
Verus Financial Partners
Virginia
USD 733 k -USD 42 k -134 -6%
Allen Capital Group
1986
Allen Capital Group
Nebraska
USD 732 k +USD 18.2 k +58 +3%
Lumbard & Kellner
1987
Lumbard & Kellner
New Hampshire
USD 732 k -USD 7.83 k -25 -1%
TCFG Investment Advisors
1988
TCFG Investment Advisors
California
USD 731 k +USD 50.1 k +160 +9%
Marathon Capital Management
1989
Marathon Capital Management
Maryland
USD 731 k -USD 28.2 k -90 -4%
Red Door Wealth Management
1990
Red Door Wealth Management
Tennessee
USD 730 k -USD 314 k -1,004 -34%
Sienna Gestion
1991
Sienna Gestion
France
USD 729 k +USD 604 k +1,930 Nuevas
BlueStem Wealth Partners
1992
BlueStem Wealth Partners
Minnesota
USD 728 k +USD 10.3 k +33 +2%
CMAI
1993
Capital Management Associates Inc
Minnesota
USD 728 k -USD 1.56 k -5 -0.3%
Migdal Insurance & Financial Holdings
1994
Migdal Insurance & Financial Holdings
Israel
USD 727 k – – –
LWANC
1995
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 727 k – – –
North Berkeley Wealth Management
1996
North Berkeley Wealth Management
California
USD 727 k -USD 20.4 k -65 -3%
Ballast Inc
1997
Ballast Inc
Kentucky
USD 726 k +USD 348 k +1,112 +134%
Invenio Wealth Partners
1998
Invenio Wealth Partners
Florida
USD 725 k -USD 54.2 k -173 -8%
Conscious Wealth Investments
1999
Conscious Wealth Investments
Florida
USD 724 k -USD 3.44 k -11 -0.5%
Seven Springs Wealth Group
2000
Seven Springs Wealth Group
Tennessee
USD 724 k – – –