¡Ya estamos en ! Descubre más
Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Dutch Asset Corp
2001
Dutch Asset Corp
New York
USD 360 k -USD 31.7 k -1,213 -8%
Pitcairn Wealth Advisors
2002
Pitcairn Wealth Advisors
Pennsylvania
USD 359 k -USD 122 k -4,665 -24%
Acorn Wealth Advisors
2003
Acorn Wealth Advisors
Michigan
USD 359 k +USD 83.9 k +3,206 +27%
LAI
2004
Legal Advantage Investments
California
USD 359 k +USD 10.5 k +400 +3%
CFSG
2005
Community Financial Services Group
Vermont
USD 359 k -USD 16 k -611 -4%
Walker Asset Management
2006
Walker Asset Management
Missouri
USD 358 k +USD 15.5 k +591 +4%
Benchmark Financial Wealth Advisors
2007
Benchmark Financial Wealth Advisors
Florida
USD 358 k -USD 60.1 k -2,299 -13%
CWS Financial Advisors
2008
CWS Financial Advisors
Michigan
USD 358 k -USD 27.2 k -1,038 -7%
Creative Financial Designs
2009
Creative Financial Designs
Indiana
USD 357 k +USD 8.74 k +334 +2%
CCM
2010
Capstone Capital Management
USD 357 k -USD 388 k -14,829 -50%
Basecamp Wealth Advisors
2011
Basecamp Wealth Advisors
Washington
USD 357 k +USD 26.4 k +1,010 +7%
LC
2012
Lawood & Co
Pennsylvania
USD 357 k -USD 19.2 k -733 -5%
McElhenny Sheffield Capital Management
2013
McElhenny Sheffield Capital Management
Texas
USD 357 k +USD 29 k +1,108 +8%
Sax Wealth Advisors
2014
Sax Wealth Advisors
New Jersey
USD 356 k -USD 196 k -7,503 -37%
Tannin Capital
2015
Tannin Capital
North Carolina
USD 356 k -USD 26.4 k -1,011 -6%
Denver Wealth Management
2016
Denver Wealth Management
Colorado
USD 355 k +USD 14.5 k +555 +4%
Abner Herrman & Brock
2017
Abner Herrman & Brock
New Jersey
USD 355 k – – –
Forum Finance Group
2018
Forum Finance Group
USD 355 k +USD 785 +30 +0.2%
Taylor Financial Group
2019
Taylor Financial Group
Virginia
USD 355 k – – –
Mission Creek Capital Partners
2020
Mission Creek Capital Partners
California
USD 355 k +USD 176 k +6,746 +44%
Western Financial Corp
2021
Western Financial Corp
California
USD 353 k +USD 3.64 k +139 +1%
North Dallas Bank & Trust
2022
North Dallas Bank & Trust
Texas
USD 353 k -USD 15.7 k -600 -4%
Zevin Asset Management
2023
Zevin Asset Management
Massachusetts
USD 353 k – – –
Cooper Financial Group
2024
Cooper Financial Group
California
USD 352 k +USD 49.3 k +1,883 +15%
CVA Family Office
2025
CVA Family Office
Colorado
USD 352 k -USD 26.8 k -1,024 -7%