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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
WPG Advisers
2001
WPG Advisers
Maryland
USD 51.8 k -USD 6.94 k -24 -17%
Highline Wealth Partners
2002
Highline Wealth Partners
California
USD 49.2 k -USD 3.47 k -12 -10%
Advantage Trust Company
2003
Advantage Trust Company
Kansas
USD 48.8 k – – –
Loomis, Sayles & Company
2004
Loomis, Sayles & Company
Massachusetts
USD 48.8 k +USD 32.7 k +113 Nuevas
KAS
2005
Kemnay Advisory Services
New York
USD 47.5 k -USD 2.02 k -7 -6%
Evolution Wealth Management
2006
Evolution Wealth Management
Florida
USD 47 k +USD 2.6 k +9 +9%
VSM Wealth Advisory
2007
VSM Wealth Advisory
Maryland
USD 46.6 k – – –
Joseph Group Capital Management
2008
Joseph Group Capital Management
Ohio
USD 45.3 k +USD 8.1 k +28 +36%
Harbor Capital Advisors
2009
Harbor Capital Advisors
Illinois
USD 45 k -USD 4.34 k -15 -13%
Farmers & Merchants Trust Co of Chambersburg PA
2010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 44 k – – –
New England Capital Financial Advisors
2011
New England Capital Financial Advisors
Connecticut
USD 44 k +USD 2.89 k +10 +11%
Spectrum Wealth Advisory Group
2012
Spectrum Wealth Advisory Group
California
USD 43.6 k +USD 29.2 k +101 Nuevas
MO
2013
McMillan Office
Michigan
USD 43.1 k – – –
CFP
2014
Comprehensive Financial Planning
Pennsylvania
USD 43.1 k +USD 28.9 k +100 Nuevas
Tradewinds Capital Management
2015
Tradewinds Capital Management
Washington
USD 42.3 k +USD 19.7 k +68 +227%
Atwood & Palmer
2016
Atwood & Palmer
Missouri
USD 41.4 k +USD 24.9 k +86 +860%
James T. Borello
2017
James T. Borello
Illinois
USD 41.4 k +USD 868 +3 +3%
Marshall & Sterling Wealth Advisors
2018
Marshall & Sterling Wealth Advisors
New York
USD 40.4 k +USD 289 +1 +1%
E Fund Management (HK)
2019
E Fund Management (HK)
Hong Kong
USD 40.1 k +USD 19.4 k +67 +258%
Vision Retirement
2020
Vision Retirement
New Jersey
USD 39.5 k +USD 14.2 k +49 +114%
American Capital Advisory
2021
American Capital Advisory
Idaho
USD 39.3 k -USD 6.65 k -23 -20%
CC
2022
Corsicana & Co
Texas
USD 38.8 k – – –
First Command Advisory Services
2023
First Command Advisory Services
Texas
USD 38.8 k – – –
Bare Financial Services
2024
Bare Financial Services
Pennsylvania
USD 37.1 k +USD 5.21 k +18 +26%
Washington Trust Advisors
2025
Washington Trust Advisors
Massachusetts
USD 36.2 k -USD 6.65 k -23 -21%