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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Valued Wealth Advisors
1951
Valued Wealth Advisors
Utah
USD 20.1 k +USD 2.22 k +7 +13%
AWM
1952
Aberdeen Wealth Management
Illinois
USD 18.4 k +USD 17.4 k +55 Nuevas
Rialto Wealth Management
1953
Rialto Wealth Management
New York
USD 17.7 k +USD 7.61 k +24 +83%
Hughes Financial Services
1954
Hughes Financial Services
Virginia
USD 17.7 k +USD 3.49 k +11 +26%
Kennebec Savings Bank
1955
Kennebec Savings Bank
Maine
USD 17.4 k – – –
Clearstead Trust
1956
Clearstead Trust
Maine
USD 17.1 k – – –
DT Investment Partners
1957
DT Investment Partners
Pennsylvania
USD 16.7 k – – –
Old Second National Bank of Aurora
1958
Old Second National Bank of Aurora
Illinois
USD 16.7 k +USD 15.9 k +50 Nuevas
Marquette Asset Management
1959
Marquette Asset Management
Minnesota
USD 16.4 k – – –
Quest 10 Wealth Builders
1960
Quest 10 Wealth Builders
Virginia
USD 15.7 k – – –
CFP
1961
Comprehensive Financial Planning
Pennsylvania
USD 15.4 k – – –
Truvestments Capital
1962
Truvestments Capital
Florida
USD 15.4 k -USD 24.4 k -77 -63%
Stone House Investment Management
1963
Stone House Investment Management
Pennsylvania
USD 15.1 k +USD 317 +1 +2%
Manning & Napier Advisors
1964
Manning & Napier Advisors
New York
USD 14.7 k -USD 3.17 k -10 -17%
Lugano Financial Advisors SA (LFA)
1965
Lugano Financial Advisors SA (LFA)
Switzerland
USD 14.7 k +USD 14 k +44 Nuevas
Triumph Capital Management
1966
Triumph Capital Management
Colorado
USD 14.1 k +USD 317 +1 +2%
Gleason Group
1967
Gleason Group
Kentucky
USD 14.1 k +USD 13.3 k +42 Nuevas
Westfuller Advisors
1968
Westfuller Advisors
New York
USD 13.4 k +USD 1.9 k +6 +18%
MJT & Associates Financial Advisory
1969
MJT & Associates Financial Advisory
Minnesota
USD 13.4 k -USD 5.07 k -16 -28%
Coastline Trust
1970
Coastline Trust
Rhode Island
USD 13.4 k – – –
Evolution Wealth Management
1971
Evolution Wealth Management
Florida
USD 13.4 k +USD 12.7 k +40 Nuevas
Premier Financial Group
1972
Premier Financial Group
California
USD 13.1 k +USD 12.4 k +39 Nuevas
Winthrop Capital Management
1973
Winthrop Capital Management
Indiana
USD 13 k – – –
BWM
1974
Bullock Wealth Management
Indiana
USD 12.5 k – – –
High Note Wealth
1975
High Note Wealth
Minnesota
USD 11.7 k -USD 2.22 k -7 -17%