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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Helen Stephens Group
2001
Helen Stephens Group
Texas
USD 311 k -USD 227 -1 -0.1%
Wallace Advisory Group
2002
Wallace Advisory Group
California
USD 310 k -USD 72.4 k -319 -18%
Trilogy Capital
2003
Trilogy Capital
California
USD 310 k -USD 63.6 k -280 -17%
Intergy Private Wealth
2004
Intergy Private Wealth
Colorado
USD 310 k +USD 36.8 k +162 +13%
Cardinal Point Capital Management
2005
Cardinal Point Capital Management
Ontario, Canada
USD 310 k – – –
Partners Wealth Management
2006
Partners Wealth Management
California
USD 309 k – – –
Bank Julius Baer & Co
2007
Bank Julius Baer & Co
Switzerland
USD 308 k – – –
Rodgers Brothers
2008
Rodgers Brothers
Pennsylvania
USD 308 k – – –
Palacios Wealth Management
2009
Palacios Wealth Management
Florida
USD 307 k – – –
Professional Financial Solutions
2010
Professional Financial Solutions
Virginia
USD 307 k -USD 908 -4 -0.3%
Camden National Bank
2011
Camden National Bank
Maine
USD 307 k +USD 79.5 k +350 +34%
BNC Wealth Management
2012
BNC Wealth Management
Oregon
USD 306 k -USD 92.2 k -406 -23%
Sagewood Asset Management
2013
Sagewood Asset Management
New York
USD 306 k -USD 193 k -851 -38%
BCR Wealth Strategies
2014
BCR Wealth Strategies
Alabama
USD 305 k +USD 227 +1 +0.1%
Stonebrook Private
2015
Stonebrook Private
Michigan
USD 305 k -USD 28.8 k -127 -8%
TRUE Private Wealth Advisors
2016
TRUE Private Wealth Advisors
Oregon
USD 304 k -USD 3.86 k -17 -1%
FBT
2017
First Bank & Trust
South Dakota
USD 304 k +USD 1.14 k +5 +0.4%
New Republic Capital
2018
New Republic Capital
North Carolina
USD 304 k -USD 25.2 k -111 -7%
Raffa Wealth Management
2019
Raffa Wealth Management
District of Columbia
USD 304 k – – –
TPWM
2020
Twelve Points Wealth Management
Massachusetts
USD 303 k -USD 1.36 k -6 -0.4%
Dickmeyer Boyce Financial Management
2021
Dickmeyer Boyce Financial Management
Indiana
USD 302 k +USD 227 +1 +0.1%
White Pine Capital
2022
White Pine Capital
Minnesota
USD 302 k -USD 2.72 k -12 -0.9%
Verity Asset Management
2023
Verity Asset Management
North Carolina
USD 302 k -USD 2.27 k -10 -0.7%
Granite Harbor Advisors
2024
Granite Harbor Advisors
Texas
USD 301 k +USD 18.2 k +80 +6%
Focused Wealth Management
2025
Focused Wealth Management
New York
USD 301 k +USD 91.3 k +402 +42%