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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Blue Line Capital
2001
Blue Line Capital
Illinois
USD 3.55 M +USD 3.02 M +2,956 Nuevas
Contravisory Investment Management
2002
Contravisory Investment Management
Massachusetts
USD 3.54 M -USD 57.2 k -56 -2%
Vermillion Wealth Management
2003
Vermillion Wealth Management
Minnesota
USD 3.54 M -USD 407 k -398 -12%
Mirabaud & Cie
2004
Mirabaud & Cie
Switzerland
USD 3.54 M -USD 4.61 M -4,513 -60%
BWM
2005
Bullock Wealth Management
Indiana
USD 3.53 M -USD 148 k -145 -5%
Capital Investment Counsel (Colorado)
2006
Capital Investment Counsel (Colorado)
Colorado
USD 3.52 M -USD 4.09 k -4 -0.1%
MRP Capital Investments
2007
MRP Capital Investments
Georgia
USD 3.52 M -USD 46 k -45 -2%
Kessler Investment Group
2008
Kessler Investment Group
Indiana
USD 3.51 M -USD 18.4 k -18 -0.6%
Exit Wealth Advisors
2009
Exit Wealth Advisors
Georgia
USD 3.5 M +USD 2.99 M +2,922 Nuevas
Paragon Private Wealth Management
2010
Paragon Private Wealth Management
Kentucky
USD 3.5 M -USD 49 k -48 -2%
NCM
2011
NCM Capital Management
New Jersey
USD 3.49 M -USD 15.3 k -15 -0.5%
Wealthedge Investment Advisors
2012
Wealthedge Investment Advisors
New York
USD 3.49 M -USD 1.55 M -1,521 -34%
Baltimore-Washington Financial Advisors
2013
Baltimore-Washington Financial Advisors
Maryland
USD 3.49 M +USD 375 k +367 +14%
Pathway Financial Advisers
2014
Pathway Financial Advisers
Indiana
USD 3.47 M +USD 103 k +101 +4%
Berkshire Bank
2015
Berkshire Bank
Massachusetts
USD 3.46 M -USD 195 k -191 -6%
Northstar Advisory Group
2016
Northstar Advisory Group
New Jersey
USD 3.45 M +USD 2.25 M +2,205 +328%
Patriot Financial Group Insurance Agency
2017
Patriot Financial Group Insurance Agency
Massachusetts
USD 3.45 M -USD 664 k -650 -18%
KPP Advisory Services
2018
KPP Advisory Services
Kentucky
USD 3.44 M -USD 470 k -460 -14%
Fairfield, Bush & Co
2019
Fairfield, Bush & Co
Connecticut
USD 3.44 M +USD 32.7 k +32 +1%
Douglas Lane & Associates
2020
Douglas Lane & Associates
New York
USD 3.43 M +USD 213 k +208 +8%
SWP Investment Management
2021
SWP Investment Management
Ohio
USD 3.43 M +USD 102 k +100 +4%
Lighthouse Investment Partners
2022
Lighthouse Investment Partners
Florida
USD 3.43 M +USD 2.92 M +2,857 Nuevas
Parcion Private Wealth
2023
Parcion Private Wealth
Washington
USD 3.43 M +USD 106 k +104 +4%
Cary Street Partners Investment Advisory
2024
Cary Street Partners Investment Advisory
Virginia
USD 3.42 M +USD 54.2 k +53 +2%
Cornerstone Advisory
2025
Cornerstone Advisory
Maryland
USD 3.42 M +USD 129 k +126 +5%