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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Crux Wealth Advisors
1976
Crux Wealth Advisors
California
USD 806 k +USD 994 k +11,285 Nuevas
Smithfield Trust
1977
Smithfield Trust
Pennsylvania
USD 805 k +USD 1.23 k +14 +0.1%
New Wave Wealth Advisors
1978
New Wave Wealth Advisors
Arkansas
USD 803 k +USD 165 k +1,876 +20%
Aster Capital Management
1979
Aster Capital Management
United Arab Emirates
USD 803 k +USD 929 k +10,548 +1,513%
Means Investment Company
1980
Means Investment Company
Maine
USD 802 k -USD 1.87 M -21,286 -65%
Taylor Financial Group
1981
Taylor Financial Group
Virginia
USD 801 k – – –
Titleist Asset Management
1982
Titleist Asset Management
Texas
USD 801 k -USD 14.7 k -167 -1%
17 Capital Partners
1983
17 Capital Partners
Arizona
USD 800 k – – –
Allegheny Financial Group
1984
Allegheny Financial Group
Pennsylvania
USD 799 k +USD 320 k +3,636 +48%
Private Wealth Partners
1985
Private Wealth Partners
California
USD 799 k +USD 147 k +1,674 +18%
QTR Family Wealth
1986
QTR Family Wealth
Florida
USD 797 k -USD 176 k -2,001 -15%
Capital Asset Advisory Services
1987
Capital Asset Advisory Services
Michigan
USD 797 k +USD 300 k +3,401 +44%
MJP Associates
1988
MJP Associates
Connecticut
USD 796 k -USD 108 k -1,224 -10%
Revolve Wealth Partners
1989
Revolve Wealth Partners
New Jersey
USD 796 k -USD 5.46 k -62 -0.6%
CCM
1990
Consolidated Capital Management
California
USD 795 k – – –
Delta Financial Advisors
1991
Delta Financial Advisors
Louisiana
USD 793 k -USD 6.16 k -70 -0.6%
CVA Family Office
1992
CVA Family Office
Colorado
USD 793 k -USD 80.2 k -911 -8%
Armis Advisers
1993
Armis Advisers
Georgia
USD 792 k -USD 5.37 k -61 -0.6%
First Command Advisory Services
1994
First Command Advisory Services
Texas
USD 791 k +USD 6.69 k +76 +0.7%
MBWA
1995
Marin Bay Wealth Advisors
California
USD 790 k -USD 93.5 k -1,062 -9%
Kathmere Capital Management
1996
Kathmere Capital Management
Pennsylvania
USD 790 k -USD 148 k -1,682 -13%
Lincoln Capital Corp
1997
Lincoln Capital Corp
Rhode Island
USD 788 k +USD 4.4 k +50 +0.5%
Flagship Wealth Advisors
1998
Flagship Wealth Advisors
Massachusetts
USD 788 k +USD 914 k +10,373 +1,572%
Vicus Capital
1999
Vicus Capital
Pennsylvania
USD 788 k -USD 3.35 k -38 -0.3%
First Nebraska Trust
2000
First Nebraska Trust
Nebraska
USD 787 k +USD 1.76 k +20 +0.2%
78 79
80
81 82