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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Principal Street Partners
2001
Principal Street Partners
Tennessee
USD 1.43 M +USD 460 k +1,134 +61%
Piedmont Capital Management (North Carolina)
2002
Piedmont Capital Management (North Carolina)
North Carolina
USD 1.42 M +USD 49.5 k +122 +4%
Lionsbridge Wealth Management
2003
Lionsbridge Wealth Management
Florida
USD 1.42 M -USD 73.9 k -182 -6%
Avior Wealth Management
2004
Avior Wealth Management
Nebraska
USD 1.42 M -USD 2.46 M -6,056 -67%
HFS
2005
Hoge Financial Services
Pennsylvania
USD 1.42 M +USD 2.44 k +6 +0.2%
Fort Sheridan Advisors
2006
Fort Sheridan Advisors
Illinois
USD 1.42 M – – –
Forvis Mazars Wealth Advisors
2007
Forvis Mazars Wealth Advisors
Missouri
USD 1.42 M +USD 69 k +170 +6%
Western Pacific Wealth Management
2008
Western Pacific Wealth Management
Illinois
USD 1.41 M – – –
Keel Point
2009
Keel Point
Alabama
USD 1.41 M -USD 80.3 k -198 -6%
LVZ Inc
2010
LVZ Inc
Michigan
USD 1.41 M +USD 21.9 k +54 +2%
Proficio Capital Partners
2011
Proficio Capital Partners
Massachusetts
USD 1.41 M +USD 584 k +1,439 +95%
Ethos Financial Group
2012
Ethos Financial Group
Pennsylvania
USD 1.41 M +USD 575 k +1,416 +60%
Ducere Wealth Management
2013
Ducere Wealth Management
California
USD 1.41 M +USD 383 k +944 +47%
SLG
2014
Sanchez Levi Garrett
USD 1.41 M – – –
Armstrong Advisory Group
2015
Armstrong Advisory Group
Massachusetts
USD 1.41 M -USD 19.1 k -47 -2%
Grove Bank & Trust
2016
Grove Bank & Trust
Florida
USD 1.41 M -USD 2.84 k -7 -0.2%
Cerro Pacific Wealth Advisors
2017
Cerro Pacific Wealth Advisors
California
USD 1.4 M +USD 43.8 k +108 +4%
Titleist Asset Management
2018
Titleist Asset Management
Texas
USD 1.4 M +USD 143 k +353 +14%
Brown, Lisle/Cummings
2019
Brown, Lisle/Cummings
Rhode Island
USD 1.4 M +USD 17.4 k +43 +1%
Orbis Allan Gray
2020
Orbis Allan Gray
Bermuda
USD 1.39 M -USD 864 k -2,128 -42%
Uniting Wealth Partners
2021
Uniting Wealth Partners
Kansas
USD 1.39 M -USD 403 k -993 -25%
Larson Financial Group
2022
Larson Financial Group
Missouri
USD 1.39 M +USD 166 k +410 +16%
Dalton Investments
2023
Dalton Investments
Nevada
USD 1.39 M +USD 32.5 k +80 +3%
Lodestar Private Asset Management
2024
Lodestar Private Asset Management
California
USD 1.39 M +USD 4.06 k +10 +0.3%
Center For Asset Management
2025
Center For Asset Management
Florida
USD 1.39 M +USD 107 k +264 +10%