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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Stance Capital
2001
Stance Capital
Massachusetts
USD 2.3 M -USD 1.1 M -1,470 -42%
Beacon Investment Advisory Services
2002
Beacon Investment Advisory Services
New Jersey
USD 2.3 M -USD 176 k -235 -11%
PGIM Custom Harvest
2003
PGIM Custom Harvest
New Jersey
USD 2.29 M +USD 168 k +224 +13%
BIP Wealth
2004
BIP Wealth
Georgia
USD 2.29 M +USD 510 k +680 +52%
Fairvoy Private Wealth
2005
Fairvoy Private Wealth
Alabama
USD 2.29 M +USD 376 k +501 +34%
AlphaGrep UK
2006
AlphaGrep UK
USD 2.28 M +USD 285 k +380 +24%
Harbor Investment Advisory
2007
Harbor Investment Advisory
Maryland
USD 2.28 M +USD 526 k +701 +55%
JGP Wealth Management
2008
JGP Wealth Management
Oregon
USD 2.28 M +USD 190 k +254 +15%
Trivant Custom Portfolio Group
2009
Trivant Custom Portfolio Group
California
USD 2.28 M +USD 1.48 M +1,973 Nuevas
HBW Advisory Services
2010
HBW Advisory Services
California
USD 2.27 M +USD 274 k +365 +23%
Legacy Capital Wealth Partners
2011
Legacy Capital Wealth Partners
Arkansas
USD 2.26 M +USD 21 k +28 +1%
Private Management Group
2012
Private Management Group
California
USD 2.26 M -USD 30 k -40 -2%
Rossby Financial
2013
Rossby Financial
Florida
USD 2.25 M +USD 75 k +100 +5%
KPP Advisory Services
2014
KPP Advisory Services
Kentucky
USD 2.25 M -USD 985 k -1,313 -40%
Finer Wealth Management
2015
Finer Wealth Management
Massachusetts
USD 2.24 M -USD 613 k -817 -30%
Centennial Wealth Advisory
2016
Centennial Wealth Advisory
Michigan
USD 2.24 M -USD 21 k -28 -1%
United Asset Strategies
2017
United Asset Strategies
New York
USD 2.24 M -USD 1.19 M -1,585 -45%
Roman Butler Fullerton & Co
2018
Roman Butler Fullerton & Co
Missouri
USD 2.24 M +USD 1.14 M +1,515 +173%
Teza Capital Management
2019
Teza Capital Management
Illinois
USD 2.23 M +USD 139 k +185 +11%
Forum Finance Group
2020
Forum Finance Group
USD 2.22 M -USD 699 k -932 -28%
Ionic Capital Management
2021
Ionic Capital Management
New York
USD 2.21 M -USD 638 k -851 -31%
CPA
2022
Capital Performance Advisors
California
USD 2.21 M -USD 1.35 M -1,799 -48%
Red Door Wealth Management
2023
Red Door Wealth Management
Tennessee
USD 2.21 M +USD 10.5 k +14 +0.7%
Cascades Capital Asset Management
2024
Cascades Capital Asset Management
North Carolina
USD 2.21 M +USD 337 k +449 +31%
Rowlandmiller & Partners
2025
Rowlandmiller & Partners
Georgia
USD 2.2 M -USD 3.75 k -5 -0.3%