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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Schrum Private Wealth Management
551
Schrum Private Wealth Management
Florida
USD 434 k +USD 347 k +3,140 +106%
Brighton Jones LLC
552
Brighton Jones LLC
Washington
USD 434 k +USD 15.5 k +140 +4%
Certuity
553
Certuity
Florida
USD 426 k +USD 97.9 k +886 +31%
Slagle Financial
554
Slagle Financial
Illinois
USD 422 k -USD 13.2 k -119 -3%
Apella Capital
555
Apella Capital
Connecticut
USD 414 k -USD 2.76 k -25 -0.7%
Westwood Holdings Group
556
Westwood Holdings Group
Texas
USD 411 k +USD 402 k +3,640 Nuevas
Evercore Wealth Management
557
Evercore Wealth Management
New York
USD 407 k -USD 7.74 k -70 -2%
StoneX Group
558
StoneX Group
New York
USD 402 k +USD 391 k +3,534 Nuevas
Fisher Asset Management
559
Fisher Asset Management
Washington
USD 402 k +USD 393 k +3,552 Nuevas
Segment Wealth Management
560
Segment Wealth Management
Texas
USD 400 k +USD 100 k +905 +34%
Harvest Investment Services
561
Harvest Investment Services
Illinois
USD 395 k +USD 4.53 k +41 +1%
WWMSC
562
Wagner Wealth Management (South Carolina)
South Carolina
USD 395 k +USD 2.43 k +22 +0.6%
Net Worth Advisory Group
563
Net Worth Advisory Group
Utah
USD 394 k +USD 6.19 k +56 +2%
Physician Wealth Advisors
564
Physician Wealth Advisors
Utah
USD 392 k +USD 1.1 k +10 +0.3%
Jacobi Capital Management
565
Jacobi Capital Management
Pennsylvania
USD 389 k +USD 1.22 k +11 +0.3%
Independent Financial Group
566
Independent Financial Group
California
USD 386 k +USD 162 k +1,468 +75%
Endeavor Private Wealth
567
Endeavor Private Wealth
Kansas
USD 385 k -USD 59.1 k -535 -14%
HUB Investment Partners
568
HUB Investment Partners
Texas
USD 385 k +USD 108 k +979 +40%
Ramirez Asset Management
569
Ramirez Asset Management
New York
USD 384 k – – –
Wealthspire Advisors (New York)
570
Wealthspire Advisors (New York)
New York
USD 378 k -USD 12.6 k -114 -3%
Brookstone Capital Management
571
Brookstone Capital Management
Illinois
USD 377 k +USD 10.7 k +97 +3%
Drive Wealth Management
572
Drive Wealth Management
Utah
USD 373 k -USD 5.3 k -48 -1%
Atomi Financial Group
573
Atomi Financial Group
New York
USD 371 k +USD 57.8 k +523 +19%
Curi RMB Capital
574
Curi RMB Capital
Illinois
USD 362 k -USD 1.99 k -18 -0.6%
Sagespring Wealth Partners
575
Sagespring Wealth Partners
Tennessee
USD 357 k +USD 61.2 k +554 +21%
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