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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
MassMutual Private Wealth & Trust
1001
MassMutual Private Wealth & Trust
Connecticut
USD 216 k +USD 10.6 k +33 +5%
Matrix Asset Advisors
1002
Matrix Asset Advisors
New York
USD 215 k – – –
Fermata Advisors
1003
Fermata Advisors
California
USD 214 k +USD 208 k +646 Nuevas
Appleton Partners
1004
Appleton Partners
Massachusetts
USD 214 k – – –
Cornerstone Advisory
1005
Cornerstone Advisory
Maryland
USD 213 k +USD 3.55 k +11 +2%
Clifford Group
1006
Clifford Group
Massachusetts
USD 213 k -USD 22.3 k -69 -10%
Mosaic Family Wealth Partners
1007
Mosaic Family Wealth Partners
Missouri
USD 213 k +USD 207 k +641 Nuevas
Curated Wealth Partners
1008
Curated Wealth Partners
California
USD 213 k -USD 1.01 M -3,120 -83%
Pacific Excel Wealth Advisors
1009
Pacific Excel Wealth Advisors
California
USD 212 k +USD 206 k +640 Nuevas
Heritage Family Offices
1010
Heritage Family Offices
Arizona
USD 212 k -USD 169 k -525 -45%
Waterloo Capital
1011
Waterloo Capital
Texas
USD 212 k +USD 206 k +639 Nuevas
Keel Point
1012
Keel Point
Alabama
USD 211 k -USD 32.6 k -101 -14%
CrossGen Wealth
1013
CrossGen Wealth
North Carolina
USD 211 k – – –
Main Street Research
1014
Main Street Research
Connecticut
USD 208 k +USD 1.94 k +6 +1%
Gateway Wealth Partners
1015
Gateway Wealth Partners
Wisconsin
USD 208 k -USD 88.4 k -274 -30%
HUB Investment Partners
1016
HUB Investment Partners
Texas
USD 208 k +USD 202 k +626 Nuevas
TritonPoint Partners
1017
TritonPoint Partners
Maryland
USD 208 k +USD 202 k +626 Nuevas
Ehrenkranz Partners
1018
Ehrenkranz Partners
New York
USD 208 k -USD 62.9 k -195 -24%
Family Management
1019
Family Management
New York
USD 207 k +USD 202 k +625 Nuevas
Trust Point Inc
1020
Trust Point Inc
Wisconsin
USD 205 k -USD 968 -3 -0.5%
Nations Financial Group
1021
Nations Financial Group
Iowa
USD 205 k -USD 4.19 k -13 -2%
Trust Company of Oklahoma
1022
Trust Company of Oklahoma
Oklahoma
USD 205 k -USD 23.9 k -74 -11%
KCM Investment Advisors
1023
KCM Investment Advisors
California
USD 205 k -USD 10.6 k -33 -5%
Leelyn Smith
1024
Leelyn Smith
Illinois
USD 204 k +USD 198 k +614 Nuevas
Flower City Capital
1025
Flower City Capital
New York
USD 203 k +USD 198 k +613 Nuevas