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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Peregrine Asset Advisers
2001
Peregrine Asset Advisers
Oregon
USD 749 k -USD 266 k -261 -29%
Westside Investment Management
2002
Westside Investment Management
California
USD 749 k +USD 81.7 k +80 +14%
Lauterbach Financial Advisors
2003
Lauterbach Financial Advisors
Texas
USD 747 k +USD 10.2 k +10 +2%
Columbia Asset Management
2004
Columbia Asset Management
Michigan
USD 746 k +USD 32.7 k +32 +5%
ARS Wealth Advisors Group
2005
ARS Wealth Advisors Group
Florida
USD 746 k +USD 4.08 k +4 +0.6%
Kingdom Financial Group
2006
Kingdom Financial Group
Arizona
USD 746 k -USD 11.2 k -11 -2%
Smith Salley Wealth Management
2007
Smith Salley Wealth Management
North Carolina
USD 744 k +USD 97 k +95 +18%
Harbour Wealth Management Group
2008
Harbour Wealth Management Group
South Carolina
USD 744 k +USD 9.19 k +9 +1%
May Hill Capital
2009
May Hill Capital
Massachusetts
USD 744 k +USD 23.5 k +23 +4%
Prota Financial
2010
Prota Financial
Texas
USD 743 k -USD 135 k -132 -17%
Fi3 Financial Advisors
2011
Fi3 Financial Advisors
Indiana
USD 743 k +USD 11.2 M +10,999 +1,360%
Impact Capital Partners
2012
Impact Capital Partners
Colorado
USD 743 k +USD 36.7 k +36 +6%
Lantern Wealth Advisors
2013
Lantern Wealth Advisors
New York
USD 743 k +USD 65.3 k +64 +11%
Tanglewood Legacy Advisors
2014
Tanglewood Legacy Advisors
Texas
USD 741 k – – –
Wick Capital Partners
2015
Wick Capital Partners
Pennsylvania
USD 741 k +USD 5.1 k +5 +0.8%
Tufton Capital Management
2016
Tufton Capital Management
Maryland
USD 741 k +USD 8.16 k +8 +1%
Boreal Capital Management
2017
Boreal Capital Management
Florida
USD 739 k – – –
Lyell Wealth Management
2018
Lyell Wealth Management
California
USD 738 k +USD 101 k +99 +19%
Univest Financial
2019
Univest Financial
Pennsylvania
USD 734 k -USD 40.8 k -40 -6%
HFM Investment Advisors
2020
HFM Investment Advisors
New Jersey
USD 734 k +USD 4.08 k +4 +0.6%
Bangor Savings Bank
2021
Bangor Savings Bank
Maine
USD 734 k +USD 23.5 k +23 +4%
Ring Mountain Capital
2022
Ring Mountain Capital
California
USD 733 k +USD 32.7 k +32 +5%
Adamsbrown Wealth Consultants
2023
Adamsbrown Wealth Consultants
Kansas
USD 731 k +USD 33.7 k +33 +6%
Curran Financial Partners
2024
Curran Financial Partners
South Carolina
USD 730 k -USD 12.2 k -12 -2%
Greatmark Investment Partners
2025
Greatmark Investment Partners
Georgia
USD 730 k -USD 25.5 k -25 -4%