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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
KMWM
1976
Keudell/Morrison Wealth Management
Oregon
USD 403 k -USD 4.74 k -30 -1%
Traveka Wealth
1977
Traveka Wealth
California
USD 402 k +USD 17.1 k +108 +4%
Advisory Advocates
1978
Advisory Advocates
Michigan
USD 401 k -USD 2.37 k -15 -0.6%
Freestone Capital Holdings
1979
Freestone Capital Holdings
Washington
USD 401 k -USD 56.6 k -358 -12%
Mayport LLC
1980
Mayport LLC
Massachusetts
USD 401 k -USD 24.2 k -153 -5%
Family Capital Management
1981
Family Capital Management
Michigan
USD 401 k +USD 49.8 k +315 +14%
OneAscent Wealth Management
1982
OneAscent Wealth Management
Alabama
USD 400 k -USD 15.7 k -99 -4%
Bank of Hawaii
1983
Bank of Hawaii
Hawaii
USD 399 k -USD 37 k -234 -8%
BWM
1984
Bullock Wealth Management
Indiana
USD 397 k +USD 791 +5 +0.2%
Stratos Investment Management
1985
Stratos Investment Management
Ohio
USD 395 k -USD 74.9 k -474 -15%
Polymer Capital Management
1986
Polymer Capital Management
New York
USD 395 k +USD 69.3 k +438 +20%
Simon Quick Advisors
1987
Simon Quick Advisors
New Jersey
USD 394 k +USD 412 k +2,603 Nuevas
Principal Street Partners
1988
Principal Street Partners
Tennessee
USD 394 k – – –
Valley National Advisers
1989
Valley National Advisers
Pennsylvania
USD 393 k -USD 109 k -691 -21%
EWA LLC
1990
EWA LLC
Pennsylvania
USD 392 k +USD 59 k +373 +17%
Horizon Bancorp
1991
Horizon Bancorp
Indiana
USD 391 k -USD 12.5 k -79 -3%
May Hill Capital
1992
May Hill Capital
Massachusetts
USD 391 k +USD 8.54 k +54 +2%
Barnes Dennig Private Wealth Management
1993
Barnes Dennig Private Wealth Management
Ohio
USD 389 k +USD 7.12 k +45 +2%
Fielder Capital Group
1994
Fielder Capital Group
Tennessee
USD 389 k +USD 6.48 k +41 +2%
GenTrust
1995
GenTrust
Florida
USD 388 k -USD 616 k -3,896 -60%
PAS
1996
PKS Advisory Services
New York
USD 388 k +USD 405 k +2,559 Nuevas
Arch Global Advisors
1997
Arch Global Advisors
New York
USD 387 k +USD 25.9 k +164 +7%
Hamilton Capital
1998
Hamilton Capital
Ohio
USD 387 k +USD 19.3 k +122 +5%
WNY Asset Management
1999
WNY Asset Management
New York
USD 386 k +USD 7.12 k +45 +2%
George Kaiser Family Foundation
2000
George Kaiser Family Foundation
Oklahoma
USD 385 k -USD 137 k -868 -25%