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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
SPIO
601
Seven Post Investment Office
California
USD 391 k – – –
SI
602
Saxon Interests
Texas
USD 390 k +USD 137 k +895 +56%
BWM
603
Bulltick Wealth Management
Florida
USD 390 k +USD 40.3 k +264 +12%
Gladstone Institutional Advisory
604
Gladstone Institutional Advisory
Florida
USD 387 k +USD 10.1 k +66 +3%
CPP
605
Capasso Planning Partners
South Carolina
USD 385 k +USD 6.26 k +41 +2%
MWM
606
Maimon Wealth Management
Israel
USD 385 k +USD 70.3 k +460 +23%
Stonebridge Financial Group (Pennsylvania)
607
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 382 k – – –
PWM
608
Provident Wealth Management
Tennessee
USD 379 k – – –
Level Four Advisory Services
609
Level Four Advisory Services
Texas
USD 378 k – – –
Private Trust Company
610
Private Trust Company
Ohio
USD 376 k +USD 116 k +762 +47%
ESB
611
Essex Savings Bank
Connecticut
USD 373 k -USD 14.5 k -95 -4%
Lee, Danner & Bass
612
Lee, Danner & Bass
Tennessee
USD 372 k – – –
Angeles Wealth Management
613
Angeles Wealth Management
California
USD 372 k +USD 2.03 M +13,311 Nuevas
HP
614
Highlander Partners
Texas
USD 370 k – – –
Claro Advisors
615
Claro Advisors
Massachusetts
USD 367 k -USD 917 -6 -0.3%
Two Sigma Investments
616
Two Sigma Investments
New York
USD 361 k +USD 351 k +2,300 Nuevas
IFP Advisors
617
IFP Advisors
Florida
USD 361 k -USD 153 k -1,000 -30%
Regal Investment Advisors
618
Regal Investment Advisors
Michigan
USD 360 k +USD 1.38 k +9 +0.4%
Menora Mivtachim Holdings
619
Menora Mivtachim Holdings
Israel
USD 359 k – – –
Essex Financial Services
620
Essex Financial Services
Connecticut
USD 358 k – – –
Fort Point Capital Partners
621
Fort Point Capital Partners
California
USD 358 k +USD 20.6 k +135 +6%
MFS
622
McNamara Financial Services
Massachusetts
USD 357 k +USD 5.04 k +33 +1%
Summit Financial Strategies
623
Summit Financial Strategies
Ohio
USD 356 k -USD 9.32 k -61 -3%
Moran Wealth Management
624
Moran Wealth Management
Florida
USD 355 k -USD 2.14 M -14,020 -86%
Baker Avenue Asset Management
625
Baker Avenue Asset Management
California
USD 354 k – – –