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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Reynders McVeigh Capital Management
1951
Reynders McVeigh Capital Management
Massachusetts
USD 1.8 M -USD 170 k -1,625 -10%
OWA
1952
Outlook Wealth Advisors
Texas
USD 1.8 M -USD 18 k -172 -1%
Westside Investment Management
1953
Westside Investment Management
California
USD 1.8 M +USD 105 +1 +0%
HCP
1954
Holt Capital Partners
Texas
USD 1.79 M – – –
Fort Point Capital Partners
1955
Fort Point Capital Partners
California
USD 1.79 M +USD 551 k +5,266 +53%
CP
1956
Creekside Partners
California
USD 1.79 M -USD 23.5 k -225 -1%
PWM
1957
Pines Wealth Management
North Carolina
USD 1.79 M -USD 226 k -2,160 -12%
AIM
1958
Allen Investment Management
New York
USD 1.78 M +USD 7.22 k +69 +0.5%
WoodTrust Financial
1959
WoodTrust Financial
Wisconsin
USD 1.78 M +USD 5.12 k +49 +0.3%
Institute for Wealth Management
1960
Institute for Wealth Management
Colorado
USD 1.77 M -USD 310 k -2,961 -16%
HighPoint Advisor Group
1961
HighPoint Advisor Group
Illinois
USD 1.77 M -USD 2.25 M -21,555 -59%
OWA
1962
Opal Wealth Advisors
New York
USD 1.77 M -USD 284 k -2,718 -15%
I2I
1963
Insight 2811 Inc
Illinois
USD 1.77 M +USD 3.97 k +38 +0.3%
Ethos Financial Group
1964
Ethos Financial Group
Pennsylvania
USD 1.77 M -USD 89.1 k -852 -5%
CWA
1965
Clarity Wealth Advisors
California
USD 1.76 M -USD 3.03 k -29 -0.2%
BPMC
1966
Buckland Partners Management Co
New York
USD 1.76 M – – –
RBF Capital
1967
RBF Capital
California
USD 1.76 M – – –
VFM
1968
Viking Fund Management
North Dakota
USD 1.76 M – – –
EAM
1969
Everstar Asset Management
North Carolina
USD 1.76 M -USD 287 k -2,744 -15%
MDA
1970
Minot DeBlois Advisors
Massachusetts
USD 1.75 M -USD 66.2 k -633 -4%
Perryman Financial Advisory
1971
Perryman Financial Advisory
Texas
USD 1.75 M +USD 4.71 k +45 +0.3%
Precedent Wealth Partners
1972
Precedent Wealth Partners
Texas
USD 1.75 M +USD 737 k +7,047 +90%
Delta Asset Management
1973
Delta Asset Management
Tennessee
USD 1.74 M +USD 105 +1 +0%
AA
1974
Auxano Advisors
Washington
USD 1.74 M -USD 26.9 k -257 -2%
Advisory Alpha
1975
Advisory Alpha
Michigan
USD 1.74 M +USD 365 k +3,489 +31%