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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
TMB Capital Partners
2001
TMB Capital Partners
Arkansas
USD 857 k -USD 71.3 k -235 -11%
OneAscent Investment Solutions
2002
OneAscent Investment Solutions
Alabama
USD 856 k -USD 114 k -376 -16%
Watershed Private Wealth
2003
Watershed Private Wealth
Illinois
USD 850 k -USD 1.12 M -3,674 -65%
Legato Capital Management
2004
Legato Capital Management
California
USD 850 k -USD 314 k -1,036 -35%
Walser Wealth Management
2005
Walser Wealth Management
Florida
USD 847 k +USD 32.5 k +107 +6%
NBH Bank
2006
NBH Bank
Colorado
USD 847 k +USD 593 k +1,954 Nuevas
Sovereign Financial Group
2007
Sovereign Financial Group
Connecticut
USD 845 k +USD 13.1 k +43 +2%
Tilson Financial Group
2008
Tilson Financial Group
New Jersey
USD 841 k -USD 117 k -385 -17%
Richard W. Paul & Associates
2009
Richard W. Paul & Associates
Michigan
USD 839 k -USD 33.1 k -109 -5%
Traphagen Investment Advisors
2010
Traphagen Investment Advisors
New Jersey
USD 837 k +USD 4.25 k +14 +0.7%
Aquatic Capital Management
2011
Aquatic Capital Management
Illinois
USD 836 k -USD 1.49 M -4,919 -72%
NorthRock Partners
2012
NorthRock Partners
Minnesota
USD 836 k +USD 134 k +442 +30%
Plancorp LLC
2013
Plancorp LLC
Missouri
USD 833 k -USD 54 k -178 -7%
TSA Wealth Management
2014
TSA Wealth Management
Texas
USD 832 k +USD 144 k +475 +33%
Knightsbridge Asset Management
2015
Knightsbridge Asset Management
California
USD 824 k -USD 3.64 k -12 -0.6%
Greenup Street Wealth Management
2016
Greenup Street Wealth Management
Michigan
USD 823 k -USD 162 k -533 -22%
EdenTree Asset Management
2017
EdenTree Asset Management
United Kingdom
USD 823 k – – –
Index Fund Advisors
2018
Index Fund Advisors
California
USD 821 k – – –
Caliber Wealth Management (Kansas)
2019
Caliber Wealth Management (Kansas)
Kansas
USD 820 k +USD 108 k +355 +23%
Seneca House Advisors
2020
Seneca House Advisors
Virginia
USD 817 k +USD 9.41 k +31 +2%
Great Waters Wealth Management
2021
Great Waters Wealth Management
Minnesota
USD 815 k – – –
D'Orazio & Associates
2022
D'Orazio & Associates
Virginia
USD 815 k +USD 44.6 k +147 +8%
L.J. Altfest & Co
2023
L.J. Altfest & Co
New York
USD 813 k +USD 100 k +331 +21%
NIA Impact Advisors
2024
NIA Impact Advisors
California
USD 810 k -USD 17.3 k -57 -3%
SI
2025
Saxon Interests
Texas
USD 809 k -USD 7.28 k -24 -1%