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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Bangor Savings Bank
2001
Bangor Savings Bank
Maine
USD 786 k -USD 18.4 k -209 -2%
Welch Group
2002
Welch Group
Alabama
USD 785 k +USD 4.58 k +52 +0.5%
Evergreen Wealth Solutions
2003
Evergreen Wealth Solutions
Pennsylvania
USD 784 k +USD 236 k +2,684 +37%
Steele Capital Management
2004
Steele Capital Management
Iowa
USD 782 k -USD 44 k -500 -4%
CCM
2005
Capstone Capital Management
USD 782 k +USD 964 k +10,948 Nuevas
Cypress Asset Management
2006
Cypress Asset Management
Texas
USD 781 k -USD 967 k -10,980 -50%
JTC Employer Solutions Trustee
2007
JTC Employer Solutions Trustee
Jersey
USD 780 k – – –
Roman Butler Fullerton & Co
2008
Roman Butler Fullerton & Co
Missouri
USD 778 k -USD 17.9 k -203 -2%
Clarity Wealth Advisors
2009
Clarity Wealth Advisors
California
USD 778 k +USD 26.1 k +296 +3%
Virtue Capital Management
2010
Virtue Capital Management
Tennessee
USD 778 k +USD 166 k +1,881 +21%
ViaWealth
2011
ViaWealth
Kansas
USD 776 k +USD 15.9 k +180 +2%
Oxford Wealth Group
2012
Oxford Wealth Group
Florida
USD 774 k +USD 9.9 k +112 +1%
Kelman-Lazarov Inc
2013
Kelman-Lazarov Inc
Tennessee
USD 772 k -USD 74.6 k -847 -7%
Sargent Investment Group
2014
Sargent Investment Group
Maryland
USD 772 k +USD 390 k +4,433 +70%
Evansbrook
2015
Evansbrook
Illinois
USD 771 k +USD 8.81 k +100 +0.9%
Monument Capital Management
2016
Monument Capital Management
Virginia
USD 768 k -USD 38.3 k -435 -4%
Persium Advisors
2017
Persium Advisors
Georgia
USD 765 k +USD 116 k +1,313 +14%
FBT
2018
First Bank & Trust
South Dakota
USD 763 k -USD 201 k -2,281 -18%
McDonough Capital Management
2019
McDonough Capital Management
Florida
USD 763 k -USD 71.5 k -812 -7%
Alhambra Investment Management
2020
Alhambra Investment Management
Florida
USD 763 k -USD 197 k -2,237 -17%
Tiller Private Wealth
2021
Tiller Private Wealth
Pennsylvania
USD 763 k +USD 7.04 k +80 +0.8%
Wilian Securities
2022
Wilian Securities
Minnesota
USD 762 k +USD 476 k +5,404 +102%
Canopy Partners
2023
Canopy Partners
Ohio
USD 762 k -USD 19.2 k -218 -2%
Coign Capital Advisors
2024
Coign Capital Advisors
Utah
USD 761 k -USD 11.4 k -129 -1%
Oder Investment Management
2025
Oder Investment Management
California
USD 760 k +USD 24.7 k +280 +3%