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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
WWMSC
1976
Wagner Wealth Management (South Carolina)
South Carolina
USD 474 k +USD 4.99 k +18 +1%
Anchyra Partners
1977
Anchyra Partners
Georgia
USD 474 k +USD 133 k +481 +43%
Thompson Siegel & Walmsley
1978
Thompson Siegel & Walmsley
Virginia
USD 473 k -USD 1.41 M -5,076 -76%
Prosperity Bancshares
1979
Prosperity Bancshares
Texas
USD 472 k +USD 832 +3 +0.2%
Revolve Wealth Partners
1980
Revolve Wealth Partners
New Jersey
USD 471 k +USD 151 k +544 +53%
Abacus Planning Group
1981
Abacus Planning Group
South Carolina
USD 471 k -USD 21.4 k -77 -5%
Sachetta
1982
Sachetta
Massachusetts
USD 470 k +USD 20 k +72 +5%
MONECO Advisors
1983
MONECO Advisors
Connecticut
USD 470 k +USD 88.2 k +318 +25%
Range Advisory
1984
Range Advisory
Virginia
USD 469 k +USD 437 k +1,575 Nuevas
Aspiriant LLC
1985
Aspiriant LLC
California
USD 468 k +USD 125 k +451 +40%
FBT
1986
First Bank & Trust
South Dakota
USD 467 k -USD 175 k -629 -29%
Power Wealth Management
1987
Power Wealth Management
Georgia
USD 467 k +USD 435 k +1,567 Nuevas
LeConte Wealth Management
1988
LeConte Wealth Management
Tennessee
USD 466 k -USD 23.3 k -84 -5%
TritonPoint Partners
1989
TritonPoint Partners
Maryland
USD 465 k +USD 433 k +1,561 Nuevas
Knuff & Co
1990
Knuff & Co
California
USD 465 k +USD 239 k +860 +123%
Trillium Asset Management
1991
Trillium Asset Management
Massachusetts
USD 465 k -USD 1.11 k -4 -0.3%
McNamara Financial Services
1992
McNamara Financial Services
Massachusetts
USD 464 k -USD 11.7 k -42 -3%
FSM Wealth Advisors
1993
FSM Wealth Advisors
Ohio
USD 463 k +USD 38 k +137 +10%
SLA
1994
Silver Lake Advisory
Utah
USD 463 k +USD 1.39 k +5 +0.3%
Peachtree Investment Partners
1995
Peachtree Investment Partners
Florida
USD 462 k +USD 75.5 k +272 +21%
Investors Asset Management of Georgia
1996
Investors Asset Management of Georgia
Georgia
USD 462 k – – –
Kaydan Wealth Management
1997
Kaydan Wealth Management
Michigan
USD 462 k +USD 8.04 k +29 +2%
Wakefield Asset Management
1998
Wakefield Asset Management
Colorado
USD 461 k – – –
Addis & Hill
1999
Addis & Hill
Pennsylvania
USD 457 k – – –
Orser Capital Management
2000
Orser Capital Management
Texas
USD 456 k +USD 16.6 k +60 +4%