¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
MMA Asset Management
2001
MMA Asset Management
Pennsylvania
USD 886 k -USD 349 k -3,453 -35%
MOKAN Wealth Management
2002
MOKAN Wealth Management
Kansas
USD 886 k +USD 642 k +6,347 Nuevas
Community Bank
2003
Community Bank
New York
USD 885 k -USD 5.06 k -50 -0.8%
VSM Wealth Advisory
2004
VSM Wealth Advisory
Maryland
USD 883 k -USD 42.1 k -416 -6%
LaSalle St. Investment Advisors
2005
LaSalle St. Investment Advisors
Illinois
USD 882 k -USD 708 -7 -0.1%
Newman Dignan & Sheerar Inc
2006
Newman Dignan & Sheerar Inc
Rhode Island
USD 881 k -USD 46.3 k -458 -7%
Sage Rhino Capital
2007
Sage Rhino Capital
California
USD 880 k +USD 33 k +326 +5%
Elser Financial Planning
2008
Elser Financial Planning
Indiana
USD 879 k +USD 8.39 k +83 +1%
HHM Wealth Advisors
2009
HHM Wealth Advisors
Tennessee
USD 878 k -USD 209 k -2,071 -25%
Salomon & Ludwin
2010
Salomon & Ludwin
Virginia
USD 876 k -USD 8.09 k -80 -1%
Titleist Asset Management
2011
Titleist Asset Management
Texas
USD 875 k +USD 66.2 k +655 +12%
Cura Wealth Advisors
2012
Cura Wealth Advisors
Illinois
USD 874 k -USD 113 k -1,122 -15%
WMA
2013
Wealth Management Associates
New Jersey
USD 873 k +USD 55.3 k +547 +10%
Congress Park Capital
2014
Congress Park Capital
New York
USD 873 k -USD 531 k -5,250 -46%
Stokes Family Office
2015
Stokes Family Office
Louisiana
USD 872 k -USD 242 k -2,390 -28%
IWN
2016
Independent Wealth Network
Iowa
USD 869 k -USD 68.5 k -677 -10%
Atlanta Consulting Group Advisors
2017
Atlanta Consulting Group Advisors
Georgia
USD 867 k +USD 4.65 k +46 +0.7%
Flagship Wealth Advisors
2018
Flagship Wealth Advisors
Massachusetts
USD 866 k +USD 617 k +6,102 +6,102%
Secure Asset Management
2019
Secure Asset Management
Michigan
USD 865 k +USD 43.5 k +430 +7%
SkyOak Wealth
2020
SkyOak Wealth
Michigan
USD 863 k +USD 157 k +1,550 +33%
Altus Wealth Group
2021
Altus Wealth Group
Colorado
USD 863 k -USD 40.9 k -404 -6%
626 Financial
2022
626 Financial
Michigan
USD 862 k -USD 54 k -534 -8%
WBG
2023
Wharton Business Group
Pennsylvania
USD 861 k -USD 54.1 k -535 -8%
Ingalls & Snyder LLC
2024
Ingalls & Snyder LLC
New York
USD 858 k -USD 147 k -1,450 -19%
JMAC Enterprises
2025
JMAC Enterprises
Pennsylvania
USD 858 k – – –