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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
LIM
1951
Letson Investment Management
Georgia
1,36 Mio. $ – – –
Gratus Wealth Advisors
1952
Gratus Wealth Advisors
Virginia
1,36 Mio. $ -16.876 $ -31 -1 %
CH
1953
Cromwell Holdings
Wyoming
1,36 Mio. $ – – –
MAWCM
1954
Mine & Arao Wealth Creation & Management
California
1,36 Mio. $ -25.586 $ -47 -2 %
LAI
1955
Legal Advantage Investments
California
1,35 Mio. $ – – –
EWM
1956
EPG Wealth Management
Georgia
1,35 Mio. $ +58.250 $ +107 +5 %
Clifford Swan Investment Counsel
1957
Clifford Swan Investment Counsel
California
1,35 Mio. $ -19.054 $ -35 -1 %
Callan Capital
1958
Callan Capital
California
1,35 Mio. $ +66.416 $ +122 +5 %
DTL
1959
Dynamic Technology Lab
Singapore
1,35 Mio. $ +1,34 Mio. $ +2.460 Neu
OFA
1960
Oak Family Advisors
Illinois
1,34 Mio. $ -1,74 Mio. $ -3.197 -57 %
SOAMC
1961
Spirit of America Management Corp
New York
1,34 Mio. $ – – –
Kestra Investment Management
1962
Kestra Investment Management
Texas
1,34 Mio. $ +415.914 $ +764 +46 %
ICM
1963
IMS Capital Management
Oregon
1,34 Mio. $ +46.273 $ +85 +4 %
Bay Colony Advisors
1964
Bay Colony Advisors
Massachusetts
1,33 Mio. $ -544 $ -1 -0 %
Grantham, Mayo, Van Otterloo & Co (GMO)
1965
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
1,33 Mio. $ -19.054 $ -35 -1 %
HWA
1966
HMV Wealth Advisors
Louisiana
1,32 Mio. $ -29.941 $ -55 -2 %
CP
1967
Castleview Partners
Texas
1,32 Mio. $ -142.086 $ -261 -10 %
Brookwood Investment Group
1968
Brookwood Investment Group
Arizona
1,32 Mio. $ +1,31 Mio. $ +2.408 Neu
Guardian Wealth Advisors (North Carolina)
1969
Guardian Wealth Advisors (North Carolina)
North Carolina
1,32 Mio. $ +65.327 $ +120 +5 %
BM
1970
Bridger Management
New York
1,32 Mio. $ – – –
Adero Partners
1971
Adero Partners
California
1,32 Mio. $ -16.332 $ -30 -1 %
DA
1972
Detalus Advisors
Missouri
1,31 Mio. $ +380.528 $ +699 +41 %
GAA
1973
Global Assets Advisory
Florida
1,31 Mio. $ +939.072 $ +1.725 +208 %
PTC
1974
Provident Trust Company
Wisconsin
1,3 Mio. $ – – –
WCM
1975
Whitener Capital Management
North Carolina
1,3 Mio. $ +16.332 $ +30 +1 %