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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Worth Asset Management
2001
Worth Asset Management
Texas
USD 237 k -USD 1.76 k -24 -0.7%
IFG Advisory
2002
IFG Advisory
Georgia
USD 236 k +USD 240 k +3,268 Nuevas
Channel Wealth
2003
Channel Wealth
California
USD 235 k -USD 5.09 M -69,473 -96%
Lodestone Wealth Management
2004
Lodestone Wealth Management
Washington
USD 235 k -USD 109 k -1,486 -31%
SHP Wealth Management
2005
SHP Wealth Management
Massachusetts
USD 234 k -USD 16.2 k -221 -6%
Sound View Wealth Advisors Group
2006
Sound View Wealth Advisors Group
Georgia
USD 234 k -USD 30.9 k -422 -12%
Acorn Financial Advisory Services
2007
Acorn Financial Advisory Services
Virginia
USD 232 k +USD 4.03 k +55 +2%
Monte Financial Group
2008
Monte Financial Group
Connecticut
USD 231 k – – –
Traveka Wealth
2009
Traveka Wealth
California
USD 231 k -USD 13.1 k -179 -5%
McAdam LLC
2010
McAdam LLC
Pennsylvania
USD 231 k +USD 18.8 k +257 +9%
City National Bank of Florida
2011
City National Bank of Florida
Florida
USD 231 k +USD 234 k +3,195 Nuevas
Integrity Wealth Solutions
2012
Integrity Wealth Solutions
Colorado
USD 230 k -USD 28.7 k -391 -11%
Compass Financial Management
2013
Compass Financial Management
Florida
USD 230 k +USD 234 k +3,191 Nuevas
Outlook Wealth Advisors
2014
Outlook Wealth Advisors
Texas
USD 230 k -USD 8.29 k -113 -3%
Cambient Family Office
2015
Cambient Family Office
Michigan
USD 229 k +USD 233 k +3,173 Nuevas
CenterStar Asset Management
2016
CenterStar Asset Management
Illinois
USD 228 k +USD 233 k +3,176 Nuevas
Rossmore Private Capital
2017
Rossmore Private Capital
Connecticut
USD 228 k – – –
Eagle Bay Advisors
2018
Eagle Bay Advisors
New York
USD 228 k -USD 54.5 k -743 -19%
CF
2019
Carlson Financial
Oregon
USD 227 k -USD 32.6 k -445 -12%
BCGM Wealth Management
2020
BCGM Wealth Management
Indiana
USD 227 k +USD 16.8 k +229 +8%
Crown Wealth Group
2021
Crown Wealth Group
North Carolina
USD 227 k -USD 1.32 k -18 -0.6%
Intrepid Financial Planning Group
2022
Intrepid Financial Planning Group
Indiana
USD 227 k +USD 3.74 k +51 +2%
Power Wealth Management
2023
Power Wealth Management
Georgia
USD 227 k -USD 65.4 k -892 -22%
Quent Capital
2024
Quent Capital
New York
USD 227 k -USD 7.85 k -107 -3%
Beaumont Financial Advisors
2025
Beaumont Financial Advisors
Massachusetts
USD 226 k -USD 3.01 k -41 -1%