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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Main Street Financial Solutions
1976
Main Street Financial Solutions
Pennsylvania
USD 885 k +USD 206 k +677 +50%
FCA
1977
FLC Capital Advisors
California
USD 879 k -USD 48.6 k -160 -7%
Visionary Wealth Advisors
1978
Visionary Wealth Advisors
Illinois
USD 879 k +USD 105 k +347 +21%
Guidance Point Advisors
1979
Guidance Point Advisors
Massachusetts
USD 877 k +USD 607 +2 +0.1%
Hamilton Point Investment Advisors
1980
Hamilton Point Investment Advisors
North Carolina
USD 876 k – – –
Main Street Research
1981
Main Street Research
Connecticut
USD 874 k +USD 8.5 k +28 +1%
Stokes Capital Advisors
1982
Stokes Capital Advisors
South Carolina
USD 874 k +USD 210 k +693 +52%
City National Bank of Florida
1983
City National Bank of Florida
Florida
USD 872 k +USD 611 k +2,013 Nuevas
Alpha Wealth Funds
1984
Alpha Wealth Funds
Utah
USD 872 k +USD 610 k +2,010 Nuevas
CCM
1985
Capstone Capital Management
USD 870 k +USD 609 k +2,007 Nuevas
Prota Financial
1986
Prota Financial
Texas
USD 869 k -USD 188 k -619 -22%
Intelligence Driven Advisers
1987
Intelligence Driven Advisers
California
USD 869 k +USD 64.1 k +211 +12%
Ethos Financial Group
1988
Ethos Financial Group
Pennsylvania
USD 869 k +USD 599 k +1,973 +134%
Financial Management Professionals
1989
Financial Management Professionals
Texas
USD 868 k -USD 191 k -628 -24%
BCS Wealth Management
1990
BCS Wealth Management
Tennessee
USD 868 k -USD 75.3 k -248 -11%
Corient IA
1991
Corient IA
Florida
USD 867 k -USD 228 k -750 -27%
Deltec Asset Management
1992
Deltec Asset Management
New York
USD 867 k +USD 607 k +2,000 Nuevas
VisionPoint Advisory Group
1993
VisionPoint Advisory Group
Texas
USD 864 k +USD 76.2 k +251 +14%
Investment Management Corporation
1994
Investment Management Corporation
Virginia
USD 862 k -USD 321 k -1,057 -35%
Patron Partners
1995
Patron Partners
Texas
USD 862 k +USD 99 k +326 +20%
Pines Wealth Management
1996
Pines Wealth Management
North Carolina
USD 861 k -USD 93.2 k -307 -13%
Diametric Capital
1997
Diametric Capital
Massachusetts
USD 861 k +USD 603 k +1,987 Nuevas
ARS Wealth Advisors Group
1998
ARS Wealth Advisors Group
Florida
USD 858 k – – –
TMB Capital Partners
1999
TMB Capital Partners
Arkansas
USD 857 k -USD 71.3 k -235 -11%
OneAscent Investment Solutions
2000
OneAscent Investment Solutions
Alabama
USD 856 k -USD 114 k -376 -16%