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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
CFMC
2026
Curbstone Financial Management Corp
New Hampshire
USD 1.88 M -USD 41.8 k -102 -3%
Keating Financial Advisory Services
2027
Keating Financial Advisory Services
Kansas
USD 1.88 M -USD 1.64 k -4 -0.1%
IWA
2028
IVC Wealth Advisors
Pennsylvania
USD 1.87 M -USD 56.2 k -137 -4%
CWWM
2029
Clear Wave Wealth Management
New Jersey
USD 1.87 M +USD 240 k +585 +22%
Formidable Asset Management
2030
Formidable Asset Management
Ohio
USD 1.86 M +USD 127 k +309 +3%
Simmons Bank
2031
Simmons Bank
Arkansas
USD 1.86 M +USD 376 k +917 +40%
Red Door Wealth Management
2032
Red Door Wealth Management
Tennessee
USD 1.86 M +USD 702 k +1,712 +115%
Sound Income Strategies
2033
Sound Income Strategies
Florida
USD 1.86 M +USD 116 k +283 +10%
GBFG
2034
Gerald Baker Financial Group
Texas
USD 1.86 M +USD 39.4 k +96 +3%
Evergreen Wealth Solutions
2035
Evergreen Wealth Solutions
Pennsylvania
USD 1.85 M +USD 702 k +1,713 +81%
HCR Wealth Advisors
2036
HCR Wealth Advisors
California
USD 1.85 M -USD 65.6 k -160 -5%
Graham Capital Management
2037
Graham Capital Management
Connecticut
USD 1.85 M +USD 417 k +1,018 +47%
Warwick Investment Management
2038
Warwick Investment Management
Texas
USD 1.84 M +USD 500 k +1,219 +63%
BFG
2039
Birch Financial Group
New Hampshire
USD 1.84 M +USD 93.9 k +229 +8%
Drucker Wealth 3.0
2040
Drucker Wealth 3.0
New Jersey
USD 1.84 M -USD 41 k -100 -3%
ZWA
2041
Zinnia Wealth Advisory
Florida
USD 1.83 M -USD 59.4 k -145 -4%
WFP
2042
Worthington Financial Partners
Ohio
USD 1.83 M -USD 21.3 k -52 -2%
CSI
2043
Cross Staff Investments
New York
USD 1.83 M – – –
FSM Wealth Advisors
2044
FSM Wealth Advisors
Ohio
USD 1.83 M +USD 130 k +316 +11%
Commonwealth Financial Services
2045
Commonwealth Financial Services
West Virginia
USD 1.83 M +USD 39.4 k +96 +3%
Nicholas Investment Partners
2046
Nicholas Investment Partners
California
USD 1.82 M +USD 228 k +557 +22%
TrueMark Investments
2047
TrueMark Investments
Illinois
USD 1.82 M -USD 1.54 M -3,747 -54%
RBFC
2048
Roman Butler Fullerton & Co
Missouri
USD 1.82 M -USD 66.8 k -163 -5%
WFA
2049
WJ Financial Advisors
Connecticut
USD 1.82 M -USD 78.7 k -192 -6%
Betterment LLC
2050
Betterment LLC
New York
USD 1.82 M +USD 79.9 k +195 +7%