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icono de IBM

IBM
IBM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Port Capital
2001
Port Capital
Illinois
USD 887 k -USD 5.29 k -21 -0.7%
Bedel Financial Consulting
2002
Bedel Financial Consulting
Indiana
USD 886 k -USD 7.31 k -29 -0.9%
GFP
2003
Gainline Financial Partners
Colorado
USD 886 k +USD 794 k +3,151 Nuevas
First Western Trust Bank
2004
First Western Trust Bank
Colorado
USD 886 k -USD 29 k -115 -4%
Greenwood Gearhart
2005
Greenwood Gearhart
Arkansas
USD 886 k +USD 94.7 k +376 +14%
Stokes Family Office
2006
Stokes Family Office
Louisiana
USD 885 k -USD 211 k -836 -21%
CHJWM
2007
Carlton Hofferkamp & Jenks Wealth Management
Texas
USD 885 k +USD 504 +2 +0%
Hemenway Trust Hemenway Trust
2008
Hemenway Trust Hemenway Trust
New Hampshire
USD 885 k -USD 17.1 k -68 -2%
Titleist Asset Management
2009
Titleist Asset Management
Texas
USD 885 k +USD 101 k +399 +15%
ACM
2010
Allred Capital Management
Texas
USD 885 k -USD 1.01 k -4 -0.1%
SN
2011
Sittner & Nelson
Oregon
USD 885 k +USD 25.2 k +100 +3%
CH
2012
Cromwell Holdings
Wyoming
USD 882 k +USD 98.8 k +392 +14%
Vanguard National Trust
2013
Vanguard National Trust
Pennsylvania
USD 882 k +USD 208 k +824 +36%
MV Capital Management
2014
MV Capital Management
Maryland
USD 882 k +USD 4.03 k +16 +0.5%
Country Trust Bank
2015
Country Trust Bank
Illinois
USD 881 k -USD 14.6 k -58 -2%
Nemes Rush Group
2016
Nemes Rush Group
Michigan
USD 880 k +USD 5.29 k +21 +0.7%
Advance Capital Management
2017
Advance Capital Management
Michigan
USD 879 k +USD 118 k +470 +18%
Center for Financial Planning
2018
Center for Financial Planning
Michigan
USD 879 k -USD 5.8 k -23 -0.7%
First Command Advisory Services
2019
First Command Advisory Services
Texas
USD 878 k -USD 88.2 k -350 -10%
LVZ Inc
2020
LVZ Inc
Michigan
USD 877 k +USD 27 k +107 +4%
Financial Management Network
2021
Financial Management Network
California
USD 877 k +USD 307 k +1,217 +42%
UB
2022
Umpqua Bank
Oregon
USD 876 k +USD 9.07 k +36 +1%
SYM Financial Corp
2023
SYM Financial Corp
Indiana
USD 872 k +USD 21.4 k +85 +3%
Keebeck Wealth Management
2024
Keebeck Wealth Management
Illinois
USD 871 k +USD 93.2 k +370 +14%
MHWM
2025
Montz Harcus Wealth Management
Louisiana
USD 871 k +USD 12.8 k +51 +2%
79 80
81
82 83