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AFRM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CVA Family Office
526
CVA Family Office
Colorado
USD 41.5 k +USD 9.15 k +140 +38%
Capital Advisors Ltd
527
Capital Advisors Ltd
Ohio
USD 40 k – – –
Harbour Investments
528
Harbour Investments
Wisconsin
USD 37.8 k +USD 4.05 k +62 +15%
Keating Financial Advisory Services
529
Keating Financial Advisory Services
Kansas
USD 37.5 k +USD 5.1 k +78 +20%
SFG
530
Strive Financial Group
Indiana
USD 36.7 k – – –
V-Square Quantitative Management
531
V-Square Quantitative Management
Illinois
USD 35.8 k -USD 5.1 k -78 -15%
TCM
532
Triumph Capital Management
Colorado
USD 34.9 k – – –
Mather Group
533
Mather Group
Illinois
USD 32.7 k -USD 1.11 k -17 -4%
SC
534
Swan Capital
Florida
USD 32.6 k – – –
TD Private Client Wealth
535
TD Private Client Wealth
New York
USD 31.8 k +USD 13.7 k +209 +115%
AssetMark Inc
536
AssetMark Inc
California
USD 30.3 k +USD 4.25 k +65 +21%
Purpose Unlimited Inc
537
Purpose Unlimited Inc
USD 28.9 k -USD 196 -3 -0.8%
GSIAS
538
Garden State Investment Advisory Services
New Jersey
USD 28.9 k – – –
Bessemer Group
539
Bessemer Group
New Jersey
USD 27 k -USD 131 -2 -0.6%
BC
540
Burnham & Co
Michigan
USD 24.5 k +USD 19.6 k +300 Nuevas
MassMutual Private Wealth & Trust
541
MassMutual Private Wealth & Trust
Connecticut
USD 24.4 k -USD 2.35 k -36 -11%
OCWP
542
Owl Creek Wealth Partners
Colorado
USD 23.6 k – – –
HIW
543
Holos Integrated Wealth
Pennsylvania
USD 21.7 k – – –
PWMG
544
Private Wealth Management Group
New Jersey
USD 20.6 k – – –
FFO
545
Fortitude Family Office
Arizona
USD 20.6 k +USD 784 +12 +5%
MCA
546
McGuire Capital Advisors
Oklahoma
USD 20.4 k – – –
SEP
547
Signature Equity Partners
Ohio
USD 20.2 k +USD 14.6 k +223 +892%
BOK Financial
548
BOK Financial
Oklahoma
USD 19.8 k +USD 15.9 k +243 Nuevas
APFP
549
Action Point Financial Planning
Michigan
USD 16.6 k +USD 13.5 k +206 Nuevas
TC
550
Tacita Capital
Ontario, Canada
USD 16.3 k – – –
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