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Name Position Handelswert Veränderung
Aktien
Anteils-
änderung
LC
1951
LCNB Corp
Ohio
650.000 $ +4.984 $ +240 +0,8 %
Crescent Grove Advisors
1952
Crescent Grove Advisors
Illinois
650.000 $ +194.150 $ +9.350 +42 %
BFO
1953
Boston Family Office
Massachusetts
649.000 $ -15.574 $ -750 -2 %
Secure Asset Management
1954
Secure Asset Management
Michigan
649.000 $ +205.155 $ +9.880 +46 %
Liberty Wealth Management
1955
Liberty Wealth Management
California
649.000 $ +362.759 $ +17.470 +159 %
LL
1956
LPWM LLC
Minnesota
647.000 $ -53.781 $ -2.590 -8 %
MainStreet Investment Advisors
1957
MainStreet Investment Advisors
Illinois
647.000 $ +67.901 $ +3.270 +12 %
Garde Capital
1958
Garde Capital
Washington
645.000 $ +244.193 $ +11.760 +61 %
Campbell Newman Asset Management
1959
Campbell Newman Asset Management
Wisconsin
643.000 $ -1.246 $ -60 -0,2 %
FOA
1960
Five Oceans Advisors
California
643.000 $ +644.744 $ +31.050 Neu
LWMM
1961
Legacy Wealth Management (Mississippi)
Mississippi
642.196 $ – – –
CC
1962
Constitution Capital
Connecticut
642.000 $ – – –
TCM
1963
Tanaka Capital Management
New York
642.000 $ – – –
Catalyst Capital Advisors
1964
Catalyst Capital Advisors
New York
642.000 $ +327.875 $ +15.790 +104 %
Private Capital Advisors
1965
Private Capital Advisors
Connecticut
641.000 $ +23.256 $ +1.120 +4 %
Hengehold Capital Management
1966
Hengehold Capital Management
Ohio
639.000 $ +2.076 $ +100 +0,3 %
Physician Wealth Advisors
1967
Physician Wealth Advisors
Utah
637.000 $ -1,77 Mio. $ -85.440 -75 %
3F
1968
360 Financial
Minnesota
637.000 $ +3.322 $ +160 +0,5 %
PAA
1969
Peregrine Asset Advisers
Oregon
631.000 $ +136.216 $ +6.560 +27 %
Eclectic Associates
1970
Eclectic Associates
California
627.000 $ +54.196 $ +2.610 +9 %
LWP
1971
Lumature Wealth Partners
Georgia
624.000 $ -13.082 $ -630 -2 %
HCA
1972
Harbour Capital Advisors
Virginia
622.000 $ +37.792 $ +1.820 +6 %
FIG
1973
Freed Investment Group
Massachusetts
621.000 $ – – –
BWAM
1974
Boyd Watterson Asset Management
Ohio
621.000 $ +622.941 $ +30.000 Neu
ICM
1975
Infini Capital Management
Hong Kong
621.000 $ +622.941 $ +30.000 Neu