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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Avantax Planning Partners
701
Avantax Planning Partners
Iowa
USD 16.1 M -USD 324 k -3,096 -2%
World Investment Advisors
702
World Investment Advisors
California
USD 16 M +USD 144 k +1,373 +0.7%
Summit Financial Wealth Advisors
703
Summit Financial Wealth Advisors
Louisiana
USD 15.9 M -USD 3.36 M -32,171 -19%
Mogy Joel R Investment Counsel
704
Mogy Joel R Investment Counsel
California
USD 15.9 M – – –
Smith Salley Wealth Management
705
Smith Salley Wealth Management
North Carolina
USD 15.9 M +USD 6.16 M +58,863 +77%
Nelson Capital Management
706
Nelson Capital Management
California
USD 15.8 M +USD 1.26 k +12 +0%
Live Oak Private Wealth
707
Live Oak Private Wealth
North Carolina
USD 15.8 M -USD 893 k -8,540 -6%
Naples Global Advisors
708
Naples Global Advisors
Florida
USD 15.8 M -USD 311 k -2,973 -2%
Advocate Group
709
Advocate Group
Minnesota
USD 15.7 M -USD 2.92 M -27,906 -17%
PTB
710
Pioneer Trust Bank
Oregon
USD 15.7 M -USD 70 k -669 -0.5%
Simmons Bank
711
Simmons Bank
Arkansas
USD 15.7 M -USD 1.23 M -11,757 -8%
Montag & Associates
712
Montag & Associates
Georgia
USD 15.6 M +USD 1.46 M +13,918 +12%
Callan Family Office
713
Callan Family Office
Pennsylvania
USD 15.6 M +USD 113 k +1,081 +0.8%
Covea Finance
714
Covea Finance
France
USD 15.6 M +USD 13.9 M +133,000 Nuevas
Convergence Investment Partners
715
Convergence Investment Partners
Florida
USD 15.6 M +USD 5.79 M +55,349 +72%
CX Institutional
716
CX Institutional
Indiana
USD 15.6 M -USD 1.53 M -14,652 -10%
Perigon Wealth Management
717
Perigon Wealth Management
California
USD 15.5 M -USD 34.1 k -326 -0.2%
Perennial Advisors
718
Perennial Advisors
New York
USD 15.5 M -USD 172 k -1,646 -1%
Advanced Asset Management Advisors
719
Advanced Asset Management Advisors
Ohio
USD 15.5 M -USD 2.09 k -20 -0%
Levin Capital Strategies
720
Levin Capital Strategies
New York
USD 15.3 M -USD 7.08 M -67,728 -34%
Eagle Rock Investment Company
721
Eagle Rock Investment Company
Georgia
USD 15.3 M -USD 455 k -4,346 -3%
Cincinnati Specialty Underwriters Insurance
722
Cincinnati Specialty Underwriters Insurance
Ohio
USD 15.2 M – – –
Cumberland Partners
723
Cumberland Partners
Ontario, Canada
USD 15.2 M +USD 6.28 M +60,080 +87%
SVB Wealth
724
SVB Wealth
Massachusetts
USD 15.2 M -USD 2.74 M -26,193 -17%
Greenleaf Trust
725
Greenleaf Trust
Michigan
USD 15.2 M +USD 185 k +1,766 +1%