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NOW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Caldwell Trust
2001
Caldwell Trust
Florida
USD 61 k -USD 116 k -1,174 -66%
Atwood & Palmer
2002
Atwood & Palmer
Missouri
USD 59.6 k +USD 9.9 k +100 +20%
Wellington-Altus USA
2003
Wellington-Altus USA
Manitoba, Canada
USD 59.1 k -USD 205 k -2,067 -79%
NEWAS
2004
N.E.W. Advisory Services
Wisconsin
USD 58.1 k +USD 26.7 k +270 +86%
SJS Investment Consulting
2005
SJS Investment Consulting
Ohio
USD 56 k -USD 60.5 k -611 -52%
Fedenia Advisers
2006
Fedenia Advisers
Wisconsin
USD 55.6 k -USD 300 k -3,025 -84%
University of Texas/Texas AM Investment Management Co (UTIMCO)
2007
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 55.6 k +USD 11.5 k +116 +26%
REAP Financial Group
2008
REAP Financial Group
Texas
USD 55.5 k +USD 6.04 k +61 +12%
Sankala Group
2009
Sankala Group
Colorado
USD 55.1 k -USD 4.46 k -45 -9%
Prosperity Bancshares
2010
Prosperity Bancshares
Texas
USD 54.9 k -USD 45.4 k -459 -45%
Duncker Streett & Co
2011
Duncker Streett & Co
Missouri
USD 54.6 k -USD 253 k -2,560 -82%
West Branch Capital
2012
West Branch Capital
Massachusetts
USD 53.1 k – – –
North Star Investment Management
2013
North Star Investment Management
Illinois
USD 51.9 k -USD 58.7 k -593 -53%
Deseret Mutual Benefit Administrators
2014
Deseret Mutual Benefit Administrators
Utah
USD 51.2 k +USD 21.7 k +219 +74%
Barrett & Company
2015
Barrett & Company
Rhode Island
USD 50.6 k +USD 11.9 k +120 +31%
JPL Wealth Management
2016
JPL Wealth Management
Colorado
USD 50.4 k -USD 30.3 k -306 -38%
Evolution Wealth Management
2017
Evolution Wealth Management
Florida
USD 50.4 k -USD 5.15 k -52 -9%
Peck Wealth Management
2018
Peck Wealth Management
New York
USD 49.6 k – – –
One River Asset Management
2019
One River Asset Management
Connecticut
USD 48.8 k -USD 126 k -1,270 -72%
Meramec Financial Planners
2020
Meramec Financial Planners
Missouri
USD 48.6 k – – –
Hickory Point Bank & Trust
2021
Hickory Point Bank & Trust
Illinois
USD 48.2 k +USD 27.7 k +280 +137%
Hilltop National Bank
2022
Hilltop National Bank
Wyoming
USD 47.7 k -USD 19 k -192 -29%
WPG Advisers
2023
WPG Advisers
Maryland
USD 46.8 k +USD 3.76 k +38 +9%
Broadwater Capital
2024
Broadwater Capital
Massachusetts
USD 46.7 k +USD 46.5 k +470 Nuevas
TFC Financial Management
2025
TFC Financial Management
Massachusetts
USD 43.9 k +USD 2.28 k +23 +5%
79 80
81
82 83