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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Granite Bay Wealth Management
1951
Granite Bay Wealth Management
New Hampshire
USD 17.9 M +USD 7.31 M +35,557 +66%
Rossmore Private Capital
1952
Rossmore Private Capital
Connecticut
USD 17.9 M +USD 1.56 M +7,600 +9%
MA
1953
McBroom & Associates
Nevada
USD 17.9 M -USD 293 k -1,426 -2%
Paragon Private Wealth Management
1954
Paragon Private Wealth Management
Kentucky
USD 17.9 M +USD 308 k +1,498 +2%
Blodgett Wealth Advisors
1955
Blodgett Wealth Advisors
California
USD 17.9 M +USD 76.1 k +370 +0.4%
Titan Investment Management
1956
Titan Investment Management
Indiana
USD 17.9 M +USD 3.29 k +16 +0%
Sora Investors
1957
Sora Investors
Pennsylvania
USD 17.9 M +USD 18.4 M +89,310 Nuevas
Mattson Financial Services
1958
Mattson Financial Services
Michigan
USD 17.9 M +USD 3.49 M +16,981 +25%
Mivtachim The Workers Social Insurance Fund
1959
Mivtachim The Workers Social Insurance Fund
Israel
USD 17.8 M +USD 4.67 M +22,700 +34%
Westwind Capital
1960
Westwind Capital
New Mexico
USD 17.8 M -USD 2.28 M -11,085 -11%
LVM Capital Management
1961
LVM Capital Management
Michigan
USD 17.8 M +USD 44.2 k +215 +0.2%
Seven Mile Advisory
1962
Seven Mile Advisory
New Jersey
USD 17.8 M -USD 1.01 M -4,895 -5%
FSM Wealth Advisors
1963
FSM Wealth Advisors
Ohio
USD 17.8 M +USD 1.86 M +9,031 +11%
Liberty Wealth Management
1964
Liberty Wealth Management
California
USD 17.7 M – – –
Avantax Planning Partners
1965
Avantax Planning Partners
Iowa
USD 17.7 M -USD 898 k -4,369 -5%
Oxford Financial Group
1966
Oxford Financial Group
Indiana
USD 17.6 M -USD 5.58 M -27,153 -24%
Cercano Management
1967
Cercano Management
Washington
USD 17.6 M -USD 110 M -535,855 -86%
ML
1968
Maniro Ltd
USD 17.5 M +USD 10.8 M +52,311 +148%
KM
1969
KP Management
Minnesota
USD 17.5 M -USD 1.03 M -5,000 -5%
Long Walk Management
1970
Long Walk Management
Connecticut
USD 17.5 M +USD 18 M +87,500 Nuevas
First Financial Bank - Trust Division
1971
First Financial Bank - Trust Division
Ohio
USD 17.5 M +USD 4.34 M +21,129 +32%
Meridian Wealth Advisors
1972
Meridian Wealth Advisors
Texas
USD 17.5 M +USD 629 k +3,058 +4%
Riggs Asset Management
1973
Riggs Asset Management
Pennsylvania
USD 17.4 M -USD 124 k -603 -0.7%
Moss Adams Wealth Advisors
1974
Moss Adams Wealth Advisors
Washington
USD 17.4 M +USD 884 k +4,300 +5%
EPG Wealth Management
1975
EPG Wealth Management
Georgia
USD 17.4 M -USD 165 k -802 -0.9%