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ADP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Northwest Quadrant Wealth Management
1426
Northwest Quadrant Wealth Management
Oregon
USD 582 k -USD 6.63 k -31 -1%
SFMG Wealth Advisors
1427
SFMG Wealth Advisors
Texas
USD 579 k -USD 91.9 k -430 -14%
TPG Financial Advisors
1428
TPG Financial Advisors
Oregon
USD 578 k +USD 9.6 k +45 +2%
Great Valley Advisor Group
1429
Great Valley Advisor Group
Delaware
USD 577 k -USD 5.98 k -28 -1%
Everhart Financial Group
1430
Everhart Financial Group
Ohio
USD 577 k -USD 38.3 k -179 -6%
Spire Wealth Management
1431
Spire Wealth Management
Virginia
USD 577 k +USD 375 k +1,756 +216%
James T. Borello RIA
1432
James T. Borello RIA
Illinois
USD 575 k -USD 12 k -56 -2%
CJM Wealth Advisers
1433
CJM Wealth Advisers
Virginia
USD 575 k – – –
Supplemental Annuity Collective Trust (SACT) of New Jersey
1434
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 574 k -USD 37.2 k -174 -6%
PCM Encore
1435
PCM Encore
Colorado
USD 573 k +USD 46.8 k +219 +9%
L.J. Altfest & Co
1436
L.J. Altfest & Co
New York
USD 573 k +USD 113 k +529 +26%
Independent Financial Group
1437
Independent Financial Group
California
USD 573 k +USD 90.4 k +423 +20%
Hayek Kallen Investment Management
1438
Hayek Kallen Investment Management
Alabama
USD 571 k – – –
Milestone Asset Management Group
1439
Milestone Asset Management Group
Connecticut
USD 571 k -USD 11.3 k -53 -2%
TFC Financial Management
1440
TFC Financial Management
Massachusetts
USD 566 k -USD 66.7 k -312 -11%
Strategic Financial Services
1441
Strategic Financial Services
New York
USD 565 k – – –
Polymer Capital Management
1442
Polymer Capital Management
New York
USD 564 k -USD 976 k -4,564 -64%
GC Wealth Management RIA
1443
GC Wealth Management RIA
Massachusetts
USD 564 k -USD 226 k -1,057 -30%
Salem Investment Counselors
1444
Salem Investment Counselors
North Carolina
USD 563 k – – –
Wayfinding Financial
1445
Wayfinding Financial
Washington
USD 563 k +USD 31.4 k +147 +6%
Journey Retirement Planning & Investment Management
1446
Journey Retirement Planning & Investment Management
Idaho
USD 563 k -USD 26.5 k -124 -5%
Fairview Capital Investment Management
1447
Fairview Capital Investment Management
California
USD 561 k – – –
First Nebraska Trust
1448
First Nebraska Trust
Nebraska
USD 561 k +USD 224 k +1,050 +72%
Van Hulzen Asset Management
1449
Van Hulzen Asset Management
California
USD 560 k – – –
Hudson Value Partners
1450
Hudson Value Partners
Florida
USD 560 k -USD 118 k -550 -18%
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