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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Castle Rock Wealth Management
1976
Castle Rock Wealth Management
California
USD 489 k -USD 2.1 k -8 -0.5%
IFS
1977
Intelligent Financial Strategies
Minnesota
USD 489 k – – –
Granville Capital
1978
Granville Capital
North Carolina
USD 489 k -USD 11.3 k -43 -2%
Successful Portfolios
1979
Successful Portfolios
Florida
USD 488 k -USD 14.2 k -54 -3%
Mason & Associates (California)
1980
Mason & Associates (California)
California
USD 487 k – – –
SF
1981
Symphony Financial
Texas
USD 486 k +USD 36.5 k +139 +8%
Trust Company of Kansas
1982
Trust Company of Kansas
Kansas
USD 486 k +USD 65.6 k +250 +16%
Independent Solutions Wealth Management
1983
Independent Solutions Wealth Management
New York
USD 486 k -USD 4.99 k -19 -1%
Income Insurance Ltd
1984
Income Insurance Ltd
USD 485 k – – –
Key Financial Inc
1985
Key Financial Inc
Pennsylvania
USD 485 k -USD 10 k -38 -2%
Tradewinds Capital Management
1986
Tradewinds Capital Management
Washington
USD 484 k -USD 19.7 k -75 -4%
Groupe la Francaise
1987
Groupe la Francaise
France
USD 483 k +USD 11.8 k +45 +3%
Steelhead Wealth Management
1988
Steelhead Wealth Management
Virginia
USD 481 k -USD 21.8 k -83 -4%
Talon Private Wealth
1989
Talon Private Wealth
Florida
USD 481 k +USD 17.3 k +66 +4%
River Street Advisors
1990
River Street Advisors
Illinois
USD 479 k – – –
Titleist Asset Management
1991
Titleist Asset Management
Texas
USD 476 k -USD 717 k -2,729 -61%
VELA Investment Management
1992
VELA Investment Management
Ohio
USD 475 k -USD 3.41 k -13 -0.7%
Members Trust
1993
Members Trust
Florida
USD 475 k +USD 45.7 k +174 +11%
Impact Partnership Wealth
1994
Impact Partnership Wealth
Georgia
USD 475 k +USD 54.9 k +209 +14%
Aristotle Capital Management
1995
Aristotle Capital Management
California
USD 475 k – – –
MKC
1996
M. Kraus & Co
Vermont
USD 474 k – – –
denkapparat Operations
1997
denkapparat Operations
Germany
USD 474 k – – –
Convergence Financial
1998
Convergence Financial
Missouri
USD 473 k +USD 525 +2 +0.1%
Hohimer Wealth Management
1999
Hohimer Wealth Management
Washington
USD 472 k +USD 4.46 k +17 +1%
Outlook Wealth Advisors
2000
Outlook Wealth Advisors
Texas
USD 472 k – – –