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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Flynn Zito Capital Management
2026
Flynn Zito Capital Management
New York
USD 20.3 M -USD 205 k -716 -1%
BDA
2027
Borer Denton & Associates
Pennsylvania
USD 20.2 M +USD 359 k +1,255 +2%
Meridian Investment Counsel
2028
Meridian Investment Counsel
California
USD 20.2 M -USD 279 k -974 -1%
J. Derek Lewis & Associates
2029
J. Derek Lewis & Associates
California
USD 20.2 M -USD 275 k -961 -1%
BNC Wealth Management
2030
BNC Wealth Management
Oregon
USD 20.2 M -USD 199 k -696 -1%
KPP Advisory Services
2031
KPP Advisory Services
Kentucky
USD 20.2 M +USD 117 k +409 +0.6%
Manning & Napier Advisors
2032
Manning & Napier Advisors
New York
USD 20.2 M +USD 7.67 M +26,815 +62%
Lathrop Investment Management
2033
Lathrop Investment Management
Arkansas
USD 20.2 M -USD 88.4 k -309 -0.4%
Salomon & Ludwin
2034
Salomon & Ludwin
Virginia
USD 20.2 M -USD 251 k -877 -1%
Concord Wealth Partners
2035
Concord Wealth Partners
Virginia
USD 20.2 M +USD 332 k +1,162 +2%
Kercheville Advisors
2036
Kercheville Advisors
Texas
USD 20.2 M -USD 132 k -461 -0.7%
Kesler Norman & Wride
2037
Kesler Norman & Wride
Utah
USD 20.2 M +USD 332 k +1,160 +2%
ProVise Management Group
2038
ProVise Management Group
Florida
USD 20.1 M +USD 19.4 k +68 +0.1%
Summit Financial Strategies
2039
Summit Financial Strategies
Ohio
USD 20.1 M -USD 193 k -673 -1%
Palumbo Wealth Management
2040
Palumbo Wealth Management
New York
USD 20.1 M +USD 49.5 k +173 +0.2%
KTF Investments
2041
KTF Investments
California
USD 20.1 M -USD 1.55 M -5,418 -7%
Kennedy Investment Group
2042
Kennedy Investment Group
New Jersey
USD 20.1 M -USD 616 k -2,153 -3%
Hexagon Capital Partners
2043
Hexagon Capital Partners
Arkansas
USD 20.1 M -USD 1.92 M -6,696 -9%
Diversified Management
2044
Diversified Management
Wisconsin
USD 20.1 M -USD 1.03 M -3,600 -5%
Lotus Asset Management
2045
Lotus Asset Management
Tennessee
USD 20 M +USD 19.8 M +69,222 Nuevas
Tower Trust & Investment Company
2046
Tower Trust & Investment Company
Iowa
USD 20 M -USD 193 k -675 -1%
CapWealth Advisors
2047
CapWealth Advisors
Tennessee
USD 20 M -USD 833 k -2,911 -4%
Twin Peaks Wealth Advisors
2048
Twin Peaks Wealth Advisors
California
USD 20 M -USD 1.6 M -5,595 -8%
Grandview Asset Management
2049
Grandview Asset Management
Pennsylvania
USD 19.9 M -USD 411 k -1,438 -2%
WBH Advisory
2050
WBH Advisory
Maryland
USD 19.9 M -USD 653 k -2,282 -3%