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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Gilliland Jeter Wealth Management
2001
Gilliland Jeter Wealth Management
Arkansas
USD 3.11 M -USD 70.2 k -301 -2%
Crews Bank & Trust
2002
Crews Bank & Trust
Florida
USD 3.11 M -USD 16.5 k -71 -0.6%
Heartwood Wealth Advisors
2003
Heartwood Wealth Advisors
Virginia
USD 3.11 M +USD 181 k +775 +7%
Ethos Financial Group
2004
Ethos Financial Group
Pennsylvania
USD 3.1 M +USD 324 k +1,389 +13%
Bourne Lent Asset Management
2005
Bourne Lent Asset Management
New York
USD 3.1 M -USD 466 k -2,000 -14%
Obermeyer Wealth Partners
2006
Obermeyer Wealth Partners
Colorado
USD 3.1 M -USD 25.4 k -109 -0.9%
Net Worth Advisory Group
2007
Net Worth Advisory Group
Utah
USD 3.09 M -USD 427 k -1,831 -13%
LRI Investments
2008
LRI Investments
Florida
USD 3.09 M +USD 40.6 k +174 +1%
Everpar Advisors
2009
Everpar Advisors
Oklahoma
USD 3.09 M -USD 33.6 k -144 -1%
Apriem Advisors
2010
Apriem Advisors
California
USD 3.08 M +USD 23.3 k +100 +0.8%
Insight Inv LLC
2011
Insight Inv LLC
California
USD 3.07 M -USD 12.8 k -55 -0.5%
PH
2012
Pinnacle Holdings
Oklahoma
USD 3.06 M -USD 123 k -527 -4%
Trivium Point Advisory
2013
Trivium Point Advisory
Connecticut
USD 3.05 M +USD 517 k +2,217 +23%
Revolve Wealth Partners
2014
Revolve Wealth Partners
New Jersey
USD 3.05 M +USD 973 k +4,176 +53%
Allen Capital Group
2015
Allen Capital Group
Nebraska
USD 3.05 M -USD 3.65 M -15,673 -57%
Pinnacle Wealth Planning Services
2016
Pinnacle Wealth Planning Services
Ohio
USD 3.05 M -USD 65.3 k -280 -2%
Beech Hill Advisors
2017
Beech Hill Advisors
New York
USD 3.05 M +USD 3.73 k +16 +0.1%
Keynote Financial Services
2018
Keynote Financial Services
Connecticut
USD 3.04 M -USD 86 k -369 -3%
Prevail Innovative Wealth Advisors
2019
Prevail Innovative Wealth Advisors
Kansas
USD 3.03 M +USD 1.2 M +5,144 +76%
Northstar Financial Companies
2020
Northstar Financial Companies
Pennsylvania
USD 3.03 M +USD 157 k +672 +6%
Ables Iannone Moore & Associates
2021
Ables Iannone Moore & Associates
Georgia
USD 3.03 M +USD 107 k +458 +4%
RL
2022
Rogco LP
Oklahoma
USD 3.01 M +USD 23.1 k +99 +0.8%
First National Bank of Hutchinson
2023
First National Bank of Hutchinson
Kansas
USD 3.01 M +USD 284 k +1,217 +11%
Lynch Asset Management
2024
Lynch Asset Management
Pennsylvania
USD 3.01 M – – –
Magnolia Capital Advisors
2025
Magnolia Capital Advisors
Mississippi
USD 3 M -USD 214 k -919 -7%