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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Community Trust & Investment
1976
Community Trust & Investment
Kentucky
USD 392 k – – –
Circle Wealth Management
1977
Circle Wealth Management
New Jersey
USD 391 k +USD 12.4 k +23 +3%
Marotta Asset Management
1978
Marotta Asset Management
Virginia
USD 391 k – – –
Cypress Wealth Services
1979
Cypress Wealth Services
California
USD 391 k -USD 44.9 k -83 -10%
Grove Bank & Trust
1980
Grove Bank & Trust
Florida
USD 390 k -USD 541 -1 -0.1%
GWM
1981
Gibbs Wealth Management
Georgia
USD 389 k -USD 10.8 k -20 -3%
Southern Michigan Bank & Trust
1982
Southern Michigan Bank & Trust
Michigan
USD 388 k -USD 541 -1 -0.1%
True Wealth Design
1983
True Wealth Design
Ohio
USD 387 k +USD 23.2 k +43 +6%
Peachtree Investment Partners
1984
Peachtree Investment Partners
Florida
USD 386 k -USD 82.7 k -153 -17%
Lighthouse Investment Partners
1985
Lighthouse Investment Partners
Florida
USD 386 k -USD 11.1 M -20,608 -96%
Fidelity D&D Bancorp
1986
Fidelity D&D Bancorp
Pennsylvania
USD 386 k – – –
AssuredPartners Investment Advisors
1987
AssuredPartners Investment Advisors
Florida
USD 386 k – – –
Resurgent Financial Advisors
1988
Resurgent Financial Advisors
Georgia
USD 385 k +USD 5.41 k +10 +1%
Corrado Advisors
1989
Corrado Advisors
New Jersey
USD 385 k -USD 54.1 k -100 -12%
Waypoint Wealth Counsel
1990
Waypoint Wealth Counsel
Georgia
USD 384 k -USD 166 k -307 -29%
Journey Beyond Wealth
1991
Journey Beyond Wealth
Georgia
USD 384 k – – –
Resonant Capital Advisors
1992
Resonant Capital Advisors
Wisconsin
USD 384 k +USD 19.5 k +36 +5%
Fairvoy Private Wealth
1993
Fairvoy Private Wealth
Alabama
USD 382 k – – –
Everpar Advisors
1994
Everpar Advisors
Oklahoma
USD 381 k -USD 28.7 k -53 -7%
Aries Wealth Management
1995
Aries Wealth Management
Maine
USD 381 k – – –
RMR Wealth Builders
1996
RMR Wealth Builders
New Jersey
USD 380 k +USD 97.3 k +180 +32%
North Dallas Bank & Trust
1997
North Dallas Bank & Trust
Texas
USD 380 k – – –
West Branch Capital
1998
West Branch Capital
Massachusetts
USD 379 k -USD 119 k -221 -23%
Roof Eidam Maycock Peralta (REMP)
1999
Roof Eidam Maycock Peralta (REMP)
California
USD 378 k – – –
Mirador Capital Partners
2000
Mirador Capital Partners
California
USD 378 k +USD 45.4 k +84 +13%