¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Lyell Wealth Management
2026
Lyell Wealth Management
California
USD 3.41 M +USD 126 k +123 +5%
MWM
2027
M3 Wealth Management
Ohio
USD 3.4 M +USD 2.9 M +2,836 Nuevas
APWM
2028
Argonautica Private Wealth Management
Massachusetts
USD 3.4 M -USD 93 k -91 -3%
KWM
2029
Kingsman Wealth Management
Florida
USD 3.4 M +USD 943 k +923 +48%
Calton & Associates
2030
Calton & Associates
Florida
USD 3.39 M +USD 299 k +293 +12%
Patten Group
2031
Patten Group
Tennessee
USD 3.38 M +USD 239 k +234 +9%
TRB Wealth Management
2032
TRB Wealth Management
Texas
USD 3.38 M -USD 1.62 M -1,585 -36%
BMA
2033
Brooks Moore & Associates
Tennessee
USD 3.38 M +USD 199 k +195 +7%
Essex LLC
2034
Essex LLC
Illinois
USD 3.38 M -USD 124 k -121 -4%
Ninepoint Partners
2035
Ninepoint Partners
Ontario, Canada
USD 3.37 M +USD 2.07 M +2,027 +259%
GCM
2036
Gables Capital Management
Florida
USD 3.36 M +USD 45 k +44 +2%
MFG
2037
Menard Financial Group
Texas
USD 3.36 M +USD 831 k +813 +41%
Steigerwald Gordon & Koch
2038
Steigerwald Gordon & Koch
Virginia
USD 3.35 M – – –
WFI
2039
West Family Investments
California
USD 3.35 M +USD 214 k +209 +8%
Bellwether Advisors
2040
Bellwether Advisors
Nebraska
USD 3.35 M +USD 955 k +935 +50%
RRA
2041
Red Reef Advisors
Florida
USD 3.34 M -USD 264 k -258 -8%
SAM
2042
SP Asset Management
California
USD 3.34 M +USD 15.3 k +15 +0.5%
EA
2043
Everpar Advisors
Oklahoma
USD 3.33 M +USD 104 k +102 +4%
SCA
2044
Sippican Capital Advisors
Massachusetts
USD 3.32 M -USD 56.2 k -55 -2%
AWA
2045
AmeriServ Wealth Advisors
Pennsylvania
USD 3.31 M -USD 42.9 k -42 -1%
Van Cleef Asset Management
2046
Van Cleef Asset Management
Ohio
USD 3.31 M -USD 24.5 k -24 -0.9%
Greenwich Wealth Management
2047
Greenwich Wealth Management
Connecticut
USD 3.31 M -USD 82.8 k -81 -3%
SCM
2048
Stevens Capital Management
Pennsylvania
USD 3.3 M -USD 7.57 M -7,413 -73%
Main Street Research
2049
Main Street Research
Connecticut
USD 3.29 M -USD 166 k -162 -6%
CRWM
2050
Castle Rock Wealth Management
California
USD 3.29 M -USD 279 k -273 -9%