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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Kings Path Partners
2001
Kings Path Partners
Texas
USD 119 k – – –
Spirit of America Management Corp
2002
Spirit of America Management Corp
New York
USD 119 k +USD 80.2 k +400 Nuevas
Centerpoint Advisors
2003
Centerpoint Advisors
Massachusetts
USD 119 k – – –
MCF Advisors
2004
MCF Advisors
Kentucky
USD 115 k +USD 73.2 k +365 +1,659%
Vermillion Wealth Management
2005
Vermillion Wealth Management
Minnesota
USD 113 k -USD 11.6 k -58 -13%
SJS Investment Consulting
2006
SJS Investment Consulting
Ohio
USD 112 k +USD 48.3 k +241 +177%
Mosley Wealth Management
2007
Mosley Wealth Management
California
USD 112 k +USD 68.4 k +341 +974%
Rialto Wealth Management
2008
Rialto Wealth Management
New York
USD 112 k +USD 28.3 k +141 +60%
Cascades Capital Asset Management
2009
Cascades Capital Asset Management
North Carolina
USD 106 k +USD 71.6 k +357 Nuevas
MidFirst Bank
2010
MidFirst Bank
Oklahoma
USD 105 k +USD 5.61 k +28 +9%
Avalon Trust
2011
Avalon Trust
New Mexico
USD 101 k – – –
Essential Partners
2012
Essential Partners
California
USD 100 k -USD 2.03 M -10,146 -97%
Manchester Capital Management
2013
Manchester Capital Management
Vermont
USD 94.7 k +USD 21.1 k +105 +49%
GoalVest Advisory
2014
GoalVest Advisory
New York
USD 93.8 k +USD 13 k +65 +26%
KAS
2015
Kemnay Advisory Services
New York
USD 92.6 k -USD 5.21 k -26 -8%
Frazier Financial Advisors
2016
Frazier Financial Advisors
Ohio
USD 91.6 k +USD 6.42 k +32 +12%
Capital Analysts LLC
2017
Capital Analysts LLC
Pennsylvania
USD 91 k +USD 2.81 k +14 +5%
AW
2018
Avion Wealth
Texas
USD 90 k +USD 24.7 k +123 +68%
Dogwood Wealth Management
2019
Dogwood Wealth Management
Kansas
USD 89.7 k +USD 7.42 k +37 +14%
Core Alternative Capital
2020
Core Alternative Capital
Georgia
USD 89.4 k – – –
Hilton Head Capital Partners
2021
Hilton Head Capital Partners
South Carolina
USD 88.8 k +USD 10 k +50 +20%
JFS Wealth Advisors
2022
JFS Wealth Advisors
Pennsylvania
USD 87.6 k +USD 1 k +5 +2%
JPL Wealth Management
2023
JPL Wealth Management
Colorado
USD 85.5 k +USD 4.61 k +23 +9%
Rossby Financial
2024
Rossby Financial
Florida
USD 85.2 k -USD 157 k -784 -73%
Armstrong Advisory Group
2025
Armstrong Advisory Group
Massachusetts
USD 84.6 k – – –