¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Garde Capital
1976
Garde Capital
Washington
USD 605 k +USD 36.9 k +161 +10%
JGP Wealth Management
1977
JGP Wealth Management
Oregon
USD 604 k +USD 21.1 k +92 +5%
AIS
1978
AM Investment Strategies
Tennessee
USD 601 k +USD 8.93 k +39 +2%
LJHT
1979
Laurie J. Hall Trustee
USD 600 k – – –
Valmark Advisers
1980
Valmark Advisers
Ohio
USD 600 k -USD 1.6 k -7 -0.4%
CF
1981
Clarity Financial
Texas
USD 598 k -USD 24.2 M -105,752 -98%
WBH Advisory
1982
WBH Advisory
Maryland
USD 597 k – – –
WNY Asset Management
1983
WNY Asset Management
New York
USD 597 k +USD 10.8 k +47 +3%
Legacy Capital Wealth Partners
1984
Legacy Capital Wealth Partners
Arkansas
USD 597 k -USD 52 k -227 -11%
Prevail Innovative Wealth Advisors
1985
Prevail Innovative Wealth Advisors
Kansas
USD 595 k +USD 7.55 k +33 +2%
1900 Wealth Management
1986
1900 Wealth Management
Texas
USD 592 k +USD 397 k +1,736 Nuevas
Northbridge Financial Group
1987
Northbridge Financial Group
Florida
USD 592 k +USD 397 k +1,736 Nuevas
Jackson Creek Investment Advisors
1988
Jackson Creek Investment Advisors
Colorado
USD 591 k -USD 15.6 k -68 -4%
Cascades Capital Asset Management
1989
Cascades Capital Asset Management
North Carolina
USD 590 k -USD 59.3 k -259 -13%
Cove Private Wealth
1990
Cove Private Wealth
New York
USD 590 k +USD 4.12 k +18 +1%
Precedent Wealth Partners
1991
Precedent Wealth Partners
Texas
USD 590 k +USD 396 k +1,729 Nuevas
3Chopt Investment Partners
1992
3Chopt Investment Partners
Virginia
USD 587 k +USD 394 k +1,720 Nuevas
Ellsworth Advisors
1993
Ellsworth Advisors
Ohio
USD 586 k – – –
GRWP
1994
Green Ridge Wealth Planning
New Jersey
USD 586 k +USD 229 +1 +0.1%
Highview Capital Management
1995
Highview Capital Management
Illinois
USD 586 k +USD 393 k +1,718 Nuevas
Nadler Financial Group
1996
Nadler Financial Group
Illinois
USD 586 k -USD 4.12 k -18 -1%
WWMSC
1997
Wagner Wealth Management (South Carolina)
South Carolina
USD 584 k -USD 19.7 k -86 -5%
Bay Rivers Group
1998
Bay Rivers Group
Virginia
USD 581 k -USD 53.8 k -235 -12%
Impact Capital Partners
1999
Impact Capital Partners
Colorado
USD 581 k -USD 27.2 k -119 -7%
Banque de Luxembourg
2000
Banque de Luxembourg
Luxembourg
USD 580 k -USD 151 k -661 -28%