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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
WPI
1926
Walter Public Investments
Canada
USD 18.5 M +USD 19 M +92,501 Nuevas
Versant Capital Management
1927
Versant Capital Management
Arizona
USD 18.5 M -USD 731 k -3,556 -4%
Cascade Financial Partners
1928
Cascade Financial Partners
California
USD 18.5 M -USD 202 k -981 -1%
Wellspring Financial Advisors
1929
Wellspring Financial Advisors
Ohio
USD 18.4 M -USD 2.89 M -14,078 -13%
SIA
1930
Schear Investment Advisers
Ohio
USD 18.4 M -USD 1.6 M -7,788 -8%
Range Advisory
1931
Range Advisory
Virginia
USD 18.4 M +USD 5.85 M +28,432 +45%
Focused Wealth Management
1932
Focused Wealth Management
New York
USD 18.4 M +USD 1.07 M +5,199 +6%
MAM
1933
Mystic Asset Management
Rhode Island
USD 18.4 M -USD 1.94 M -9,435 -9%
Oak Asset Management
1934
Oak Asset Management
California
USD 18.3 M -USD 395 k -1,921 -2%
Virtue Capital Management
1935
Virtue Capital Management
Tennessee
USD 18.3 M -USD 52.4 k -255 -0.3%
Donaldson Capital Management
1936
Donaldson Capital Management
Indiana
USD 18.3 M +USD 778 k +3,785 +4%
SS
1937
STG Securities
New York
USD 18.3 M +USD 18.8 M +91,295 Nuevas
IQ EQ Fund Management
1938
IQ EQ Fund Management
Ireland
USD 18.2 M +USD 2.91 M +14,157 +18%
Anchor Investment Management
1939
Anchor Investment Management
South Carolina
USD 18.2 M +USD 832 k +4,049 +5%
CA
1940
Cullinan Associates
Kentucky
USD 18.2 M +USD 6.49 M +31,559 +53%
Advyzon Investment Management
1941
Advyzon Investment Management
Illinois
USD 18.2 M +USD 2.18 M +10,599 +13%
Regent Peak Wealth Advisors
1942
Regent Peak Wealth Advisors
Georgia
USD 18.1 M +USD 412 k +2,006 +2%
Quadcap Wealth Management
1943
Quadcap Wealth Management
Texas
USD 18.1 M +USD 897 k +4,365 +5%
Logan Capital Management
1944
Logan Capital Management
Pennsylvania
USD 18.1 M +USD 18.6 M +90,432 Nuevas
Union Heritage Capital
1945
Union Heritage Capital
Michigan
USD 18.1 M – – –
Summit Wealth Group (Colorado)
1946
Summit Wealth Group (Colorado)
Colorado
USD 18.1 M +USD 472 k +2,296 +3%
FFG
1947
Fortem Financial Group
California
USD 18 M +USD 420 k +2,044 +2%
David J. Yvars Group
1948
David J. Yvars Group
Florida
USD 18 M +USD 96 k +467 +0.5%
Journey Advisory Group
1949
Journey Advisory Group
Kentucky
USD 18 M +USD 2.83 M +13,773 +18%
Wright Investors Service
1950
Wright Investors Service
Connecticut
USD 18 M -USD 105 k -511 -0.6%