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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
AA Financial Advisors
2001
AA Financial Advisors
Ohio
USD 669 k -USD 345 k -1,009 -35%
Compass Capital Management
2002
Compass Capital Management
Minnesota
USD 668 k -USD 171 k -500 -21%
Diversified Enterprises
2003
Diversified Enterprises
Delaware
USD 667 k +USD 4.11 k +12 +0.7%
AAA
2004
American Alpha Advisors
New York
USD 666 k +USD 9.24 k +27 +1%
WFI
2005
West Family Investments
California
USD 664 k +USD 10.3 k +30 +2%
Allegheny Financial Group
2006
Allegheny Financial Group
Pennsylvania
USD 663 k -USD 1.71 k -5 -0.3%
Optas LLC
2007
Optas LLC
Texas
USD 658 k -USD 23.6 k -69 -4%
Golden State Wealth Management
2008
Golden State Wealth Management
California
USD 657 k +USD 2.05 k +6 +0.3%
CWM
2009
Cornerstone Wealth Management
Missouri
USD 657 k -USD 4.45 k -13 -0.7%
Clear Creek Financial Management
2010
Clear Creek Financial Management
Washington
USD 656 k -USD 25.7 k -75 -4%
Sax Wealth Advisors
2011
Sax Wealth Advisors
New Jersey
USD 655 k +USD 148 k +431 +30%
Mattern Wealth Management
2012
Mattern Wealth Management
Kansas
USD 655 k -USD 73.6 k -215 -11%
Woodmont Investment Counsel
2013
Woodmont Investment Counsel
Tennessee
USD 654 k +USD 1.71 k +5 +0.3%
Lifeworks Advisors
2014
Lifeworks Advisors
Michigan
USD 652 k -USD 195 k -571 -24%
Benchmark Financial Wealth Advisors
2015
Benchmark Financial Wealth Advisors
Florida
USD 652 k -USD 8.9 k -26 -1%
Payden & Rygel
2016
Payden & Rygel
California
USD 652 k +USD 616 k +1,800 Nuevas
Knuff & Co
2017
Knuff & Co
California
USD 652 k – – –
PC
2018
Payne Capital
Oregon
USD 652 k – – –
Sovereign Financial Group
2019
Sovereign Financial Group
Connecticut
USD 650 k +USD 5.82 k +17 +1%
Gibraltar Capital Management
2020
Gibraltar Capital Management
Oklahoma
USD 649 k +USD 342 +1 +0.1%
Verition Fund Management
2021
Verition Fund Management
Connecticut
USD 648 k -USD 943 k -2,755 -61%
Leonteq Securities AG
2022
Leonteq Securities AG
Switzerland
USD 648 k +USD 107 k +314 +21%
Iams Wealth Management
2023
Iams Wealth Management
Nebraska
USD 648 k +USD 87.3 k +255 +17%
Precedent Wealth Partners
2024
Precedent Wealth Partners
Texas
USD 647 k -USD 2.18 M -6,358 -78%
Code Waechter
2025
Code Waechter
Florida
USD 647 k -USD 123 k -360 -17%