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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
Alerus Financial
1951
Alerus Financial
North Dakota
94.490 $ – – –
Kilter Group
1952
Kilter Group
New York
94.490 $ +6.074 $ +21 +11 %
Crewe Advisors
1953
Crewe Advisors
Utah
93.196 $ +62.474 $ +216 Neu
Westfuller Advisors
1954
Westfuller Advisors
New York
92.131 $ – – –
Valley National Advisers
1955
Valley National Advisers
Pennsylvania
91.901 $ +31.526 $ +109 +105 %
Montag & Associates
1956
Montag & Associates
Georgia
91.039 $ – – –
Westside Investment Management
1957
Westside Investment Management
California
90.605 $ -28.923 $ -100 -32 %
Anchor Investment Management
1958
Anchor Investment Management
South Carolina
87.704 $ +5.206 $ +18 +10 %
Oakworth Capital
1959
Oakworth Capital
Alabama
87.586 $ – – –
Walsh & Associates
1960
Walsh & Associates
Florida
86.292 $ -28.923 $ -100 -33 %
Ramirez Asset Management
1961
Ramirez Asset Management
New York
86.292 $ – – –
NEWAS
1962
N.E.W. Advisory Services
Wisconsin
85.716 $ +15.040 $ +52 +35 %
Piscataqua Savings Bank
1963
Piscataqua Savings Bank
New Hampshire
85.426 $ – – –
Medallion Wealth Advisors
1964
Medallion Wealth Advisors
Connecticut
83.702 $ -33.261 $ -115 -37 %
Uniplan Investment Counsel
1965
Uniplan Investment Counsel
Wisconsin
80.884 $ +54.086 $ +187 Neu
Beacon Investment Advisory Services
1966
Beacon Investment Advisory Services
New Jersey
80.684 $ +2.025 $ +7 +4 %
First Financial Corp
1967
First Financial Corp
Indiana
80.683 $ – – –
CFG
1968
Chapman Financial Group
Hawaii
78.095 $ +24.006 $ +83 +85 %
Elevation Wealth Partners
1969
Elevation Wealth Partners
California
77.663 $ +51.194 $ +177 +5.900 %
Smithfield Trust
1970
Smithfield Trust
Pennsylvania
73.000 $ – – –
Thompson Investment Management
1971
Thompson Investment Management
Wisconsin
72.917 $ – – –
Plante Moran Financial Advisors
1972
Plante Moran Financial Advisors
Michigan
72.054 $ +19.668 $ +68 +69 %
Gen-Wealth Partners
1973
Gen-Wealth Partners
Michigan
71.622 $ +6.363 $ +22 +15 %
Coston McIsaac & Partners
1974
Coston McIsaac & Partners
Maine
70.000 $ -24.874 $ -86 -35 %
Loring Wolcott & Coolidge Fiduciary Advisors
1975
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
69.465 $ – – –