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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
AW
2001
Avion Wealth
Texas
USD 16 k +USD 908 +5 +6%
Kozak & Associates
2002
Kozak & Associates
Colorado
USD 15.9 k – – –
RMG Wealth Management
2003
RMG Wealth Management
Wisconsin
USD 15.4 k -USD 7.44 k -41 -35%
Centennial Bank
2004
Centennial Bank
Arkansas
USD 15.2 k – – –
MTM Investment Management
2005
MTM Investment Management
South Carolina
USD 15.2 k +USD 3.63 k +20 +33%
James T. Borello
2006
James T. Borello
Illinois
USD 15 k -USD 17.6 k -97 -55%
Buck Wealth Strategies
2007
Buck Wealth Strategies
Colorado
USD 14.9 k +USD 14.2 k +78 Nuevas
WealthCollab
2008
WealthCollab
Washington
USD 14.9 k – – –
BTC
2009
Bank & Trust Company
Illinois
USD 14.9 k – – –
Glen Eagle Advisors
2010
Glen Eagle Advisors
New Jersey
USD 14.5 k – – –
Darwin Wealth Management
2011
Darwin Wealth Management
Florida
USD 14.3 k – – –
Abound Financial
2012
Abound Financial
California
USD 14.3 k – – –
MidFirst Bank
2013
MidFirst Bank
Oklahoma
USD 14.3 k +USD 3.45 k +19 +34%
Smallwood Wealth Investment Management
2014
Smallwood Wealth Investment Management
New Jersey
USD 14.1 k – – –
Hanson & Doremus Investment Management
2015
Hanson & Doremus Investment Management
Vermont
USD 14 k +USD 4.54 k +25 +50%
Tripletail Wealth Management
2016
Tripletail Wealth Management
Florida
USD 13.9 k -USD 13.6 k -75 -52%
APW
2017
Allied Private Wealth
Florida
USD 13.7 k +USD 13.1 k +72 Nuevas
City State Bank
2018
City State Bank
Iowa
USD 13.3 k – – –
Valley National Advisers
2019
Valley National Advisers
Pennsylvania
USD 13.1 k -USD 5.81 k -32 -32%
Aspect Partners
2020
Aspect Partners
Virginia
USD 12.2 k – – –
MWM
2021
Mascoma Wealth Management
New Hampshire
USD 12.2 k +USD 908 +5 +8%
Virginia Estate & Retirement Planning Advisors
2022
Virginia Estate & Retirement Planning Advisors
Virginia
USD 12 k – – –
3 Factor Indexing
2023
3 Factor Indexing
California
USD 11.4 k – – –
Beacon Financial Strategies
2024
Beacon Financial Strategies
North Carolina
USD 11.4 k – – –
Hara Capital
2025
Hara Capital
Washington
USD 11.3 k – – –