¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Asio Capital
1951
Asio Capital
Kentucky
USD 446 k +USD 18.5 k +66 +5%
EWP
1952
Elevation Wealth Partners
California
USD 445 k +USD 16.9 k +60 +4%
LRPA
1953
L. Roy Papp & Associates
Arizona
USD 445 k +USD 158 k +563 +61%
SP
1954
Successful Portfolios
Florida
USD 444 k – – –
B
1955
Birchbrook
Maine
USD 443 k -USD 10.4 k -37 -2%
SMBT
1956
Southern Michigan Bank & Trust
Michigan
USD 442 k – – –
LA
1957
Latitude Advisors
Florida
USD 442 k +USD 3.93 k +14 +1%
CWWM
1958
Curry Webb Wealth Management
Indiana
USD 442 k -USD 189 k -672 -31%
ICP
1959
Interchange Capital Partners
Pennsylvania
USD 441 k -USD 242 k -860 -37%
GCM
1960
Gunpowder Capital Management
Maryland
USD 436 k – – –
Ellevest Inc
1961
Ellevest Inc
New York
USD 436 k -USD 17.1 k -61 -4%
Fairview Capital Investment Management
1962
Fairview Capital Investment Management
California
USD 434 k – – –
AIC
1963
Argus Investors Counsel
New York
USD 433 k – – –
SWM
1964
SFG Wealth Management
Maryland
USD 433 k -USD 51.1 k -182 -11%
OFG
1965
Omega Financial Group
California
USD 432 k +USD 562 +2 +0.1%
SWM
1966
Shrier Wealth Management
California
USD 432 k +USD 562 +2 +0.1%
MFG
1967
Monte Financial Group
Connecticut
USD 432 k +USD 33.7 k +120 +9%
Nichols & Pratt Advisers
1968
Nichols & Pratt Advisers
Massachusetts
USD 432 k +USD 3.37 k +12 +0.8%
Eclectic Associates
1969
Eclectic Associates
California
USD 431 k +USD 4.22 k +15 +1%
WIC
1970
WealthBridge Investment Counsel
Alberta, Canada
USD 430 k – – –
BIA
1971
Benchmark Investment Advisors
Illinois
USD 430 k +USD 281 +1 +0.1%
KIG
1972
Kessler Investment Group
Indiana
USD 429 k – – –
LFA
1973
Lauterbach Financial Advisors
Texas
USD 429 k – – –
GDS Wealth Management
1974
GDS Wealth Management
Texas
USD 429 k -USD 12.6 k -45 -3%
TWM
1975
Trueblood Wealth Management
Ohio
USD 429 k +USD 562 +2 +0.1%