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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
MWM
2001
Mascoma Wealth Management
New Hampshire
USD 34.3 k -USD 41.9 k -188 -55%
Fortitude Family Office
2002
Fortitude Family Office
Arizona
USD 34 k -USD 39.9 k -179 -54%
Investment Counsel Company of Nevada
2003
Investment Counsel Company of Nevada
Nevada
USD 34 k +USD 33.9 k +152 Nuevas
TD Capital Management
2004
TD Capital Management
Tennessee
USD 33.4 k -USD 44.4 k -199 -57%
WPG Advisers
2005
WPG Advisers
Maryland
USD 33.1 k -USD 38.4 k -172 -54%
Ares Financial Consulting
2006
Ares Financial Consulting
California
USD 33.1 k -USD 33.9 k -152 -51%
AT
2007
Arlington Trust
Alabama
USD 32.7 k -USD 10.3 k -46 -24%
Cranbrook Wealth Management
2008
Cranbrook Wealth Management
Michigan
USD 32.5 k -USD 32.4 k -145 -50%
Atlantic Edge Private Wealth Management
2009
Atlantic Edge Private Wealth Management
Florida
USD 32.2 k -USD 23.9 k -107 -43%
Provenance Wealth Advisors
2010
Provenance Wealth Advisors
Florida
USD 30.9 k -USD 30.1 k -135 -49%
Access Investment Management
2011
Access Investment Management
Georgia
USD 30.8 k -USD 46.4 k -208 -60%
Sarver Vrooman Wealth Advisors
2012
Sarver Vrooman Wealth Advisors
Missouri
USD 30.5 k -USD 30.8 k -138 -50%
Entrust Financial
2013
Entrust Financial
Pennsylvania
USD 30.5 k -USD 30.3 k -136 -50%
Bell Investment Advisors
2014
Bell Investment Advisors
California
USD 30.2 k -USD 32.6 k -146 -52%
MASECO Private Wealth
2015
MASECO Private Wealth
USD 30.2 k -USD 27 k -121 -47%
Strategic Wealth Advisors
2016
Strategic Wealth Advisors
Arizona
USD 29 k +USD 7.36 k +33 +28%
Meeder Asset Management
2017
Meeder Asset Management
Ohio
USD 28.9 k -USD 19 k -85 -40%
Hollencrest Capital Management
2018
Hollencrest Capital Management
California
USD 28.7 k -USD 39.3 k -176 -58%
Cherry Tree Wealth Management
2019
Cherry Tree Wealth Management
Minnesota
USD 28.2 k -USD 28.3 k -127 -50%
Ulland Investment Advisors
2020
Ulland Investment Advisors
Minnesota
USD 28 k -USD 28.3 k -127 -50%
Hager Investment Management Services
2021
Hager Investment Management Services
New Hampshire
USD 28 k -USD 27.9 k -125 -50%
Evolution Wealth Management
2022
Evolution Wealth Management
Florida
USD 27.7 k -USD 6.47 k -29 -19%
James T. Borello
2023
James T. Borello
Illinois
USD 27.5 k -USD 30.3 k -136 -53%
Security National Bank of So Dak
2024
Security National Bank of So Dak
Iowa
USD 27.4 k -USD 209 k -938 -88%
First Pacific Financial
2025
First Pacific Financial
Washington
USD 27 k -USD 27 k -121 -50%