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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Investment Research Partners
1951
Investment Research Partners
Pennsylvania
USD 401 k +USD 58.9 k +109 +16%
Disciplined Investors
1952
Disciplined Investors
Texas
USD 401 k +USD 13 k +24 +3%
Northwest Financial Advisors
1953
Northwest Financial Advisors
Virginia
USD 400 k +USD 541 +1 +0.1%
Mason & Associates (California)
1954
Mason & Associates (California)
California
USD 399 k – – –
Dynamic Wealth Strategies
1955
Dynamic Wealth Strategies
California
USD 399 k +USD 47 k +87 +12%
Claret Asset Management
1956
Claret Asset Management
Quebec, Canada
USD 399 k -USD 27 k -50 -6%
Ellis Investment Partners
1957
Ellis Investment Partners
Pennsylvania
USD 399 k +USD 1.62 k +3 +0.4%
Adamsbrown Wealth Consultants
1958
Adamsbrown Wealth Consultants
Kansas
USD 399 k +USD 88.7 k +164 +26%
Orion Capital Management
1959
Orion Capital Management
California
USD 398 k +USD 541 +1 +0.1%
Bank of New Hampshire
1960
Bank of New Hampshire
New Hampshire
USD 397 k -USD 47.6 k -88 -10%
Occidental Asset Management
1961
Occidental Asset Management
California
USD 397 k -USD 40.5 k -75 -9%
Bangor Savings Bank
1962
Bangor Savings Bank
Maine
USD 397 k -USD 7.03 k -13 -2%
Ducere Wealth Management
1963
Ducere Wealth Management
California
USD 397 k +USD 18.9 k +35 +5%
BSW Wealth Partners
1964
BSW Wealth Partners
Colorado
USD 396 k -USD 65.4 k -121 -13%
MHR
1965
Matthew Hamilton Rosenberg
USD 396 k -USD 17.3 k -32 -4%
Birchcreek Wealth Management
1966
Birchcreek Wealth Management
Ohio
USD 396 k +USD 47.6 k +88 +13%
Belfer Management
1967
Belfer Management
New York
USD 396 k – – –
Atticus Wealth Management
1968
Atticus Wealth Management
Florida
USD 395 k +USD 7.03 k +13 +2%
Dodge & Cox
1969
Dodge & Cox
California
USD 395 k – – –
Plancorp LLC
1970
Plancorp LLC
Missouri
USD 394 k -USD 21.6 k -40 -5%
CFM Wealth Partners
1971
CFM Wealth Partners
Texas
USD 393 k – – –
Philadelphia Investment Partners
1972
Philadelphia Investment Partners
New Jersey
USD 392 k – – –
Marex Group
1973
Marex Group
USD 392 k -USD 40.5 k -75 -9%
Community Trust & Investment
1974
Community Trust & Investment
Kentucky
USD 392 k – – –
Circle Wealth Management
1975
Circle Wealth Management
New Jersey
USD 391 k +USD 12.4 k +23 +3%