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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Gilbert & Cook
2001
Gilbert & Cook
Iowa
USD 1.54 M +USD 10.1 k +31 +0.7%
Cascade Investment Advisors
2002
Cascade Investment Advisors
Oregon
USD 1.53 M +USD 165 k +508 +13%
Atala Financial
2003
Atala Financial
California
USD 1.53 M -USD 9.8 k -30 -0.7%
PCM Encore
2004
PCM Encore
Colorado
USD 1.53 M -USD 492 k -1,513 -26%
Boyd Watterson Asset Management
2005
Boyd Watterson Asset Management
Ohio
USD 1.53 M -USD 3.58 k -11 -0.3%
Grandfield & Dodd
2006
Grandfield & Dodd
New York
USD 1.52 M – – –
Centaurus Financial
2007
Centaurus Financial
California
USD 1.52 M -USD 901 k -2,770 -39%
Retirement Planning Company of New England
2008
Retirement Planning Company of New England
Rhode Island
USD 1.52 M +USD 18.5 k +57 +1%
Halbert Hargrove Global Advisors
2009
Halbert Hargrove Global Advisors
California
USD 1.52 M -USD 64.7 k -199 -4%
J. Derek Lewis & Associates
2010
J. Derek Lewis & Associates
California
USD 1.52 M -USD 9.8 k -30 -0.7%
FFA
2011
Florida Financial Advisors
Florida
USD 1.52 M -USD 55.3 k -170 -4%
Atlas Legacy Advisors
2012
Atlas Legacy Advisors
California
USD 1.52 M +USD 49.1 k +151 +4%
LCM Capital Management
2013
LCM Capital Management
Illinois
USD 1.51 M +USD 4.88 k +15 +0.4%
VELA Investment Management
2014
VELA Investment Management
Ohio
USD 1.51 M +USD 119 k +366 +9%
Thurston Springer Miller Herd & Titak
2015
Thurston Springer Miller Herd & Titak
Indiana
USD 1.51 M +USD 288 k +886 +26%
Barnes Pettey Financial Advisors
2016
Barnes Pettey Financial Advisors
Mississippi
USD 1.51 M -USD 10.1 k -31 -0.7%
Anchyra Partners
2017
Anchyra Partners
Georgia
USD 1.51 M -USD 16.9 k -52 -1%
IP
2018
Investment Partners
Ohio
USD 1.51 M +USD 24.1 k +74 +2%
Tradition Wealth Management
2019
Tradition Wealth Management
Minnesota
USD 1.51 M -USD 84.3 k -259 -6%
Ironwood Financial
2020
Ironwood Financial
Arizona
USD 1.5 M -USD 6.51 k -20 -0.4%
Oslo Pensjonsforsikring
2021
Oslo Pensjonsforsikring
USD 1.5 M +USD 173 k +533 +14%
PCMK
2022
Paragon Capital Management (Kansas)
Kansas
USD 1.5 M +USD 18.2 k +56 +1%
Los Angeles Capital Management
2023
Los Angeles Capital Management
California
USD 1.5 M -USD 12 M -36,977 -90%
AIA
2024
AIMZ Investment Advisors
California
USD 1.5 M – – –
Newman Dignan & Sheerar Inc
2025
Newman Dignan & Sheerar Inc
Rhode Island
USD 1.5 M +USD 325 +1 +0%