¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Asset Dedication LLC
2001
Asset Dedication LLC
California
USD 17 M -USD 1.49 M -7,252 -8%
PDT Partners
2002
PDT Partners
New York
USD 17 M – – –
SA
2003
Strategic Advisors
New York
USD 17 M -USD 22 M -107,141 -56%
NWF Advisory Services
2004
NWF Advisory Services
California
USD 16.9 M -USD 428 k -2,084 -2%
Shay Capital
2005
Shay Capital
New York
USD 16.9 M -USD 38.1 M -185,350 -69%
RIP
2006
Reliant Investment Partners
North Carolina
USD 16.9 M -USD 52.6 k -256 -0.3%
Impact Capital Partners
2007
Impact Capital Partners
Colorado
USD 16.9 M +USD 159 k +773 +0.9%
TWP
2008
Tyche Wealth Partners
Texas
USD 16.9 M -USD 30.6 k -149 -0.2%
Signature Estate & Investment Advisors
2009
Signature Estate & Investment Advisors
California
USD 16.9 M -USD 1.23 M -5,981 -7%
Jacobi Capital Management
2010
Jacobi Capital Management
Pennsylvania
USD 16.9 M -USD 154 k -749 -0.9%
Northstar Advisory Group
2011
Northstar Advisory Group
New Jersey
USD 16.9 M -USD 3.12 M -15,162 -15%
Bar Harbor Wealth Management
2012
Bar Harbor Wealth Management
New Hampshire
USD 16.9 M -USD 50.4 k -245 -0.3%
Menard Financial Group
2013
Menard Financial Group
Texas
USD 16.8 M +USD 209 k +1,015 +1%
Connecticut Wealth Management
2014
Connecticut Wealth Management
Connecticut
USD 16.8 M -USD 1.07 M -5,223 -6%
Mechanics Bank - Trust Department
2015
Mechanics Bank - Trust Department
California
USD 16.8 M +USD 829 k +4,033 +5%
Untitled Investments
2016
Untitled Investments
New York
USD 16.8 M -USD 5.08 M -24,705 -23%
RKL Wealth Management
2017
RKL Wealth Management
Pennsylvania
USD 16.8 M -USD 755 k -3,670 -4%
Mine & Arao Wealth Creation & Management
2018
Mine & Arao Wealth Creation & Management
California
USD 16.8 M +USD 200 k +973 +1%
Kimelman & Baird
2019
Kimelman & Baird
New York
USD 16.8 M -USD 36 k -175 -0.2%
Argonautica Private Wealth Management
2020
Argonautica Private Wealth Management
Massachusetts
USD 16.8 M -USD 244 k -1,188 -1%
Crosslink Capital
2021
Crosslink Capital
California
USD 16.8 M -USD 8.71 M -42,340 -34%
Sargent Investment Group
2022
Sargent Investment Group
Maryland
USD 16.8 M +USD 143 k +697 +0.8%
SWS Partners
2023
SWS Partners
Ohio
USD 16.7 M +USD 2.08 M +10,094 +14%
Willis Investment Counsel
2024
Willis Investment Counsel
Georgia
USD 16.7 M +USD 3.02 M +14,700 +21%
Activest Wealth Management
2025
Activest Wealth Management
Florida
USD 16.7 M -USD 7.47 M -36,321 -30%