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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Cabot Wealth Management
1976
Cabot Wealth Management
Massachusetts
USD 535 k – – –
Birch Hill Investment Advisors
1977
Birch Hill Investment Advisors
Massachusetts
USD 534 k -USD 128 k -836 -19%
BMC
1978
Benin Management Corp
Connecticut
USD 534 k +USD 30.6 k +200 +6%
RA
1979
Rubicon Advisors
California
USD 534 k +USD 115 k +749 +26%
SEP
1980
Southland Equity Partners
Missouri
USD 534 k +USD 39.4 k +258 +8%
Stock Yards Bank & Trust
1981
Stock Yards Bank & Trust
Kentucky
USD 533 k +USD 24 k +157 +5%
Edmond de Rothschild Holding
1982
Edmond de Rothschild Holding
Switzerland
USD 531 k -USD 84.1 k -550 -13%
FFT Wealth Management
1983
FFT Wealth Management
Pennsylvania
USD 529 k -USD 29.8 k -195 -5%
UWS
1984
Unique Wealth Strategies
Illinois
USD 528 k -USD 9.6 k -63 -2%
AW
1985
Alchemi Wealth
Connecticut
USD 528 k -USD 10.7 k -70 -2%
KA
1986
KDT Advisors
New York
USD 527 k – – –
HWMO
1987
Heritage Wealth Management (Ohio)
Ohio
USD 527 k +USD 94.8 k +620 +21%
Beaird Harris Wealth Management
1988
Beaird Harris Wealth Management
Texas
USD 526 k -USD 324 k -2,119 -37%
SJS Investment Consulting
1989
SJS Investment Consulting
Ohio
USD 526 k -USD 325 k -2,128 -37%
ACA
1990
Aspire Capital Advisors
Washington
USD 525 k -USD 30 k -196 -5%
Precedent Wealth Partners
1991
Precedent Wealth Partners
Texas
USD 525 k -USD 26 k -170 -5%
GPA
1992
Garrison Point Advisors
California
USD 524 k -USD 55 k -360 -9%
DV Trading
1993
DV Trading
Illinois
USD 524 k -USD 30 M -196,419 -98%
AR
1994
Apeiron RIA
Texas
USD 523 k +USD 4.89 k +32 +0.9%
MCA
1995
Martin Capital Advisors
Texas
USD 523 k +USD 25.4 k +166 +5%
LCWM
1996
Legacy Capital Wealth Management
Texas
USD 522 k +USD 1.68 k +11 +0.3%
L & S Advisors
1997
L & S Advisors
California
USD 521 k -USD 72.8 k -476 -12%
Hendershot Investments
1998
Hendershot Investments
Virginia
USD 521 k +USD 71.1 k +465 +15%
JSF Financial
1999
JSF Financial
California
USD 518 k +USD 24.5 k +160 +5%
Certified Advisory Corp
2000
Certified Advisory Corp
Florida
USD 518 k – – –