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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Quent Capital
1976
Quent Capital
New York
USD 3.11 M +USD 4.67 k +7 +0.2%
Pacific Park Financial
1977
Pacific Park Financial
California
USD 3.1 M -USD 121 k -181 -4%
Clarity Wealth Advisors
1978
Clarity Wealth Advisors
California
USD 3.08 M +USD 94 k +141 +3%
Harmony Asset Management
1979
Harmony Asset Management
Arizona
USD 3.07 M +USD 103 k +154 +4%
Willow Creek Wealth Management
1980
Willow Creek Wealth Management
California
USD 3.07 M +USD 2.98 M +4,469 Nuevas
Gross & Hartman Investments
1981
Gross & Hartman Investments
Pennsylvania
USD 3.07 M +USD 2.67 k +4 +0.1%
Hengehold Capital Management
1982
Hengehold Capital Management
Ohio
USD 3.07 M -USD 39.3 k -59 -1%
Core Wealth Partners
1983
Core Wealth Partners
California
USD 3.06 M +USD 729 k +1,094 +33%
Cherry Creek Investment Advisors
1984
Cherry Creek Investment Advisors
Colorado
USD 3.05 M -USD 225 k -338 -7%
Michels Family Financial
1985
Michels Family Financial
Texas
USD 3.04 M +USD 9.33 k +14 +0.3%
Capasso Planning Partners
1986
Capasso Planning Partners
South Carolina
USD 3.04 M -USD 20 k -30 -0.7%
Canada Life
1987
Canada Life
Manitoba, Canada
USD 3.04 M -USD 1.46 M -2,185 -33%
Pine Haven Investment Counsel
1988
Pine Haven Investment Counsel
Massachusetts
USD 3.04 M – – –
Optimist Retirement Group
1989
Optimist Retirement Group
Washington
USD 3.02 M +USD 4.67 k +7 +0.2%
Kieckhefer Group
1990
Kieckhefer Group
Wisconsin
USD 3 M +USD 66 k +99 +2%
Panoramic Investment Advisors
1991
Panoramic Investment Advisors
Colorado
USD 2.99 M -USD 37.3 k -56 -1%
LWANC
1992
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 2.98 M +USD 2 k +3 +0.1%
Private Client Services
1993
Private Client Services
Kentucky
USD 2.98 M -USD 96 k -144 -3%
UFAC
1994
Urban Financial Advisory Corp
Illinois
USD 2.98 M +USD 539 k +808 +23%
Princeton Global Asset Management
1995
Princeton Global Asset Management
New Jersey
USD 2.98 M +USD 344 k +516 +14%
Adamsbrown Wealth Consultants
1996
Adamsbrown Wealth Consultants
Kansas
USD 2.96 M -USD 6.67 k -10 -0.2%
Tocqueville Asset Management
1997
Tocqueville Asset Management
New York
USD 2.95 M +USD 164 k +246 +6%
Basecamp Wealth Advisors
1998
Basecamp Wealth Advisors
Washington
USD 2.94 M +USD 10 k +15 +0.4%
Acorn Wealth Advisors
1999
Acorn Wealth Advisors
Michigan
USD 2.94 M +USD 755 k +1,132 +36%
Moran Wealth Management
2000
Moran Wealth Management
Florida
USD 2.94 M +USD 1.9 M +2,857 +201%