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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Invenio Wealth Partners
2001
Invenio Wealth Partners
Florida
USD 725 k -USD 54.2 k -173 -8%
Conscious Wealth Investments
2002
Conscious Wealth Investments
Florida
USD 724 k -USD 3.44 k -11 -0.5%
Seven Springs Wealth Group
2003
Seven Springs Wealth Group
Tennessee
USD 724 k – – –
AGH Wealth Advisors
2004
AGH Wealth Advisors
Kansas
USD 723 k +USD 25 k +80 +4%
Cascades Capital Asset Management
2005
Cascades Capital Asset Management
North Carolina
USD 722 k +USD 4.38 k +14 +0.7%
Clearwater Capital Advisors
2006
Clearwater Capital Advisors
Illinois
USD 720 k +USD 14.7 k +47 +2%
Knightsbridge Asset Management
2007
Knightsbridge Asset Management
California
USD 719 k -USD 275 k -878 -31%
Roberts, Glore & Co
2008
Roberts, Glore & Co
Illinois
USD 719 k -USD 939 -3 -0.2%
4J Wealth Management
2009
4J Wealth Management
Virginia
USD 717 k -USD 15 k -48 -2%
Mindset Wealth Management
2010
Mindset Wealth Management
Indiana
USD 717 k +USD 34.4 k +110 +6%
Dopkins Wealth Management
2011
Dopkins Wealth Management
New York
USD 716 k -USD 204 k -653 -25%
LifeWealth Investments
2012
LifeWealth Investments
Florida
USD 715 k +USD 11.3 k +36 +2%
Bridgefront Capital
2013
Bridgefront Capital
Texas
USD 715 k -USD 1.1 M -3,505 -65%
Prestige Wealth Management Group
2014
Prestige Wealth Management Group
New Jersey
USD 714 k +USD 10 k +32 +2%
Advisortrust Partners
2015
Advisortrust Partners
North Carolina
USD 714 k +USD 34.8 k +111 +6%
Chatterton & Associates
2016
Chatterton & Associates
California
USD 713 k -USD 32.9 k -105 -5%
MV Capital Management
2017
MV Capital Management
Maryland
USD 710 k +USD 6.26 k +20 +1%
Severin Investments
2018
Severin Investments
Missouri
USD 709 k -USD 63.2 k -202 -10%
Consultiva Wealth Management
2019
Consultiva Wealth Management
Puerto Rico
USD 708 k -USD 1.88 k -6 -0.3%
Means Investment Company
2020
Means Investment Company
Maine
USD 705 k -USD 30.1 k -96 -5%
SWG
2021
Summit Wealth Group
Vermont
USD 704 k – – –
ProVise Management Group
2022
ProVise Management Group
Florida
USD 701 k -USD 9.08 k -29 -2%
Resurgent Financial Advisors
2023
Resurgent Financial Advisors
Georgia
USD 701 k +USD 587 k +1,875 Nuevas
Quadcap Wealth Management
2024
Quadcap Wealth Management
Texas
USD 700 k +USD 32.9 k +105 +6%
McDonald Partners
2025
McDonald Partners
Ohio
USD 699 k -USD 3.94 M -12,569 -87%