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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
OneAscent Family Office
2001
OneAscent Family Office
Alabama
USD 1.72 M +USD 105 k +265 +7%
Verition Fund Management
2002
Verition Fund Management
Connecticut
USD 1.71 M -USD 5.88 M -14,779 -78%
Ceera Investments
2003
Ceera Investments
Texas
USD 1.71 M -USD 56.5 k -142 -3%
Sunpointe
2004
Sunpointe
Missouri
USD 1.71 M +USD 7.16 k +18 +0.4%
ViaWealth
2005
ViaWealth
Kansas
USD 1.71 M +USD 398 +1 +0%
Journey Advisory Group
2006
Journey Advisory Group
Kentucky
USD 1.7 M +USD 91.9 k +231 +6%
Pacific Excel Wealth Advisors
2007
Pacific Excel Wealth Advisors
California
USD 1.7 M +USD 823 k +2,069 +104%
Heritage Family Offices
2008
Heritage Family Offices
Arizona
USD 1.7 M +USD 520 k +1,308 +48%
JGP Wealth Management
2009
JGP Wealth Management
Oregon
USD 1.7 M +USD 6.36 k +16 +0.4%
Acropolis Investment Management
2010
Acropolis Investment Management
Missouri
USD 1.7 M -USD 7.95 k -20 -0.5%
Advocate Group
2011
Advocate Group
Minnesota
USD 1.7 M – – –
Clare Market Investments
2012
Clare Market Investments
Texas
USD 1.7 M +USD 230 k +578 +17%
Financial Partners Group (Kansas)
2013
Financial Partners Group (Kansas)
Kansas
USD 1.7 M -USD 5.97 k -15 -0.4%
BlackDiamond Wealth Management
2014
BlackDiamond Wealth Management
New York
USD 1.7 M +USD 120 k +301 +6%
Novem Group
2015
Novem Group
New York
USD 1.7 M +USD 250 k +628 +18%
SPI
2016
Sutton Place Investors
New York
USD 1.69 M +USD 101 k +254 +7%
Saxony Capital Management
2017
Saxony Capital Management
Missouri
USD 1.69 M +USD 237 k +597 +17%
INVST
2018
INVST
Indiana
USD 1.69 M +USD 184 k +463 +13%
Hartford Funds Management
2019
Hartford Funds Management
Pennsylvania
USD 1.69 M +USD 154 k +387 +11%
RA
2020
Resolute Advisors
California
USD 1.68 M -USD 504 k -1,266 -24%
Lionshead Wealth Management
2021
Lionshead Wealth Management
New York
USD 1.68 M +USD 3.18 k +8 +0.2%
Lansing Street Advisors
2022
Lansing Street Advisors
Pennsylvania
USD 1.68 M +USD 546 k +1,374 +52%
CMANY
2023
Capital Management Associates (New York)
New York
USD 1.68 M – – –
Phillips Financial Management
2024
Phillips Financial Management
Indiana
USD 1.68 M -USD 2.39 k -6 -0.1%
Perryman Financial Advisory
2025
Perryman Financial Advisory
Texas
USD 1.68 M +USD 828 k +2,083 +110%