¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
SIA
1976
Schear Investment Advisers
Ohio
USD 1.61 M +USD 103 k +555 +6%
Keel Point
1977
Keel Point
Alabama
USD 1.6 M +USD 205 k +1,099 +13%
ABLE Financial Group
1978
ABLE Financial Group
Arizona
USD 1.6 M +USD 569 k +3,057 +46%
Enterprise Financial Services Corp (EFSC)
1979
Enterprise Financial Services Corp (EFSC)
Missouri
USD 1.6 M +USD 221 k +1,185 +14%
Aries Wealth Management
1980
Aries Wealth Management
Maine
USD 1.59 M -USD 372 -2 -0%
MKC
1981
M. Kraus & Co
Vermont
USD 1.59 M -USD 5.58 k -30 -0.3%
Global Assets Advisory
1982
Global Assets Advisory
Florida
USD 1.59 M +USD 164 k +879 +10%
Coastwise Capital Group
1983
Coastwise Capital Group
California
USD 1.58 M +USD 108 k +581 +6%
Wolverine Asset Management
1984
Wolverine Asset Management
Illinois
USD 1.58 M +USD 1.78 M +9,550 Nuevas
TM
1985
TigerOak Management
New Mexico
USD 1.58 M +USD 25.3 k +136 +1%
Tanager Wealth Management
1986
Tanager Wealth Management
United Kingdom
USD 1.58 M -USD 10.4 k -56 -0.6%
J. Goldman & Co
1987
J. Goldman & Co
New York
USD 1.58 M +USD 1.48 M +7,961 +514%
High Net Worth Advisory Group
1988
High Net Worth Advisory Group
Florida
USD 1.57 M -USD 259 k -1,391 -13%
LexAurum Advisors
1989
LexAurum Advisors
Kansas
USD 1.57 M -USD 17.9 k -96 -1%
CC
1990
Corsicana & Co
Texas
USD 1.56 M -USD 931 -5 -0.1%
RPGK
1991
Retirement Planning Group (Kansas)
Kansas
USD 1.56 M +USD 56.8 k +305 +3%
Core Wealth Partners
1992
Core Wealth Partners
California
USD 1.55 M +USD 51.9 k +279 +3%
RL
1993
Rogco LP
Oklahoma
USD 1.55 M -USD 28.5 k -153 -2%
Wealth Advisory Solutions
1994
Wealth Advisory Solutions
Indiana
USD 1.55 M +USD 13.6 k +73 +0.8%
Redhawk Wealth Advisors
1995
Redhawk Wealth Advisors
Minnesota
USD 1.55 M -USD 110 k -592 -6%
Hardman Johnston Global Advisors
1996
Hardman Johnston Global Advisors
Connecticut
USD 1.55 M – – –
Burling Wealth Partners
1997
Burling Wealth Partners
Illinois
USD 1.55 M -USD 14.9 k -80 -0.9%
Burford Brothers
1998
Burford Brothers
Texas
USD 1.55 M +USD 11.7 k +63 +0.7%
MAA
1999
Mraz Amerine & Associates
California
USD 1.54 M +USD 46 k +247 +3%
Somerset Group
2000
Somerset Group
Minnesota
USD 1.54 M -USD 931 -5 -0.1%