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ADI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
GeoWealth Management
901
GeoWealth Management
Illinois
USD 2.51 M +USD 222 k +560 +10%
111 Capital
902
111 Capital
France
USD 2.51 M -USD 152 k -383 -6%
UAML
903
US Asset Management LLC
Pennsylvania
USD 2.5 M – – –
Phoenix Financial
904
Phoenix Financial
Israel
USD 2.47 M +USD 349 k +883 +17%
Soltis Investment Advisors
905
Soltis Investment Advisors
Utah
USD 2.47 M -USD 79.2 k -200 -3%
Stonehage Fleming Financial Services
906
Stonehage Fleming Financial Services
Jersey
USD 2.47 M -USD 172 k -435 -7%
Perpetual Ltd
907
Perpetual Ltd
Australia
USD 2.47 M +USD 1.07 M +2,709 +77%
Moneta Group Investment Advisors
908
Moneta Group Investment Advisors
Missouri
USD 2.46 M -USD 38 k -96 -2%
Evergreen Capital Management
909
Evergreen Capital Management
Washington
USD 2.46 M -USD 26.1 k -66 -1%
Diversify Wealth Management
910
Diversify Wealth Management
Utah
USD 2.43 M +USD 1.08 M +2,717 +71%
Diversify Advisory Services
911
Diversify Advisory Services
Utah
USD 2.43 M +USD 2.58 M +6,529 Nuevas
Koshinski Asset Management
912
Koshinski Asset Management
Illinois
USD 2.39 M +USD 180 k +455 +8%
Sunstone Asset Management
913
Sunstone Asset Management
New York
USD 2.38 M +USD 1.42 M +3,600 +150%
Watershed Asset Management
914
Watershed Asset Management
California
USD 2.38 M +USD 2.37 M +6,000 Nuevas
D.J. St. Germain
915
D.J. St. Germain
Massachusetts
USD 2.38 M -USD 45.9 k -116 -2%
National Wealth Management Group
916
National Wealth Management Group
Ohio
USD 2.38 M -USD 66.5 k -168 -3%
Kintegral Advisory
917
Kintegral Advisory
New York
USD 2.36 M – – –
Briaud Financial Planning
918
Briaud Financial Planning
Texas
USD 2.34 M -USD 124 k -313 -5%
Luther King Capital Management (LKCM)
919
Luther King Capital Management (LKCM)
Texas
USD 2.33 M – – –
Sigma Planning Corp
920
Sigma Planning Corp
Michigan
USD 2.32 M +USD 514 k +1,298 +29%
SCS Capital Management
921
SCS Capital Management
Massachusetts
USD 2.32 M +USD 17 k +43 +0.7%
Venturi Wealth Management
922
Venturi Wealth Management
Texas
USD 2.32 M -USD 79.6 k -201 -3%
Sierra Summit Advisors
923
Sierra Summit Advisors
Nevada
USD 2.32 M +USD 56.6 k +143 +3%
Karani Asset Management
924
Karani Asset Management
New York
USD 2.32 M +USD 399 k +1,007 +21%
Everhart Financial Group
925
Everhart Financial Group
Ohio
USD 2.3 M +USD 43.5 k +110 +2%
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