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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Patriot Financial Group Insurance Agency
1976
Patriot Financial Group Insurance Agency
Massachusetts
USD 901 k -USD 627 k -6,201 -48%
Visionary Horizons
1977
Visionary Horizons
Tennessee
USD 901 k -USD 9.3 k -92 -1%
Stonebridge Financial Group (Pennsylvania)
1978
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 901 k +USD 49.1 k +486 +8%
F/M Investments
1979
F/M Investments
District of Columbia
USD 900 k +USD 652 k +6,449 Nuevas
RS
1980
R Squared
Hong Kong
USD 899 k +USD 651 k +6,439 Nuevas
Successful Portfolios
1981
Successful Portfolios
Florida
USD 899 k -USD 101 -1 -0%
TritonPoint Wealth
1982
TritonPoint Wealth
Maryland
USD 898 k +USD 28.8 k +285 +5%
KPP Advisory Services
1983
KPP Advisory Services
Kentucky
USD 898 k +USD 15.9 k +157 +3%
Wood Tarver Financial Group
1984
Wood Tarver Financial Group
Idaho
USD 897 k +USD 136 k +1,346 +26%
Osborne Partners Capital Management
1985
Osborne Partners Capital Management
California
USD 897 k +USD 143 k +1,410 +28%
Financiere des Professionnels
1986
Financiere des Professionnels
Quebec, Canada
USD 896 k +USD 649 k +6,420 Nuevas
Bellars Harris Wealth Management
1987
Bellars Harris Wealth Management
Virginia
USD 896 k +USD 649 k +6,415 Nuevas
Cranbrook Wealth Management
1988
Cranbrook Wealth Management
Michigan
USD 895 k -USD 36.6 k -362 -5%
SMART Wealth
1989
SMART Wealth
Nebraska
USD 895 k -USD 50.6 k -500 -7%
Rockland Trust
1990
Rockland Trust
Massachusetts
USD 894 k -USD 29.3 k -290 -4%
Founders Financial Securities
1991
Founders Financial Securities
Maryland
USD 893 k +USD 12.5 k +124 +2%
Thrive Wealth Management
1992
Thrive Wealth Management
Pennsylvania
USD 892 k -USD 29.6 k -293 -4%
Peterson Wealth Advisors
1993
Peterson Wealth Advisors
Utah
USD 889 k +USD 13.6 k +134 +2%
ODFS
1994
O'Donnell Financial Services
California
USD 889 k – – –
RB Capital Management
1995
RB Capital Management
Nevada
USD 887 k – – –
Granite Harbor Advisors
1996
Granite Harbor Advisors
Texas
USD 887 k -USD 67.8 k -670 -10%
MMA Asset Management
1997
MMA Asset Management
Pennsylvania
USD 886 k -USD 349 k -3,453 -35%
MOKAN Wealth Management
1998
MOKAN Wealth Management
Kansas
USD 886 k +USD 642 k +6,347 Nuevas
Community Bank
1999
Community Bank
New York
USD 885 k -USD 5.06 k -50 -0.8%
VSM Wealth Advisory
2000
VSM Wealth Advisory
Maryland
USD 883 k -USD 42.1 k -416 -6%