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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
USD 15.1 M -USD 1.52 M -28,947 -9%
WA
52
Wealth Alliance
New York
USD 14.6 M -USD 513 k -9,780 -3%
Tectonic Advisors
53
Tectonic Advisors
Texas
USD 14.5 M +USD 394 k +7,512 +3%
Allworth Financial
54
Allworth Financial
California
USD 14.4 M -USD 444 k -8,468 -3%
Nicolet Bankshares
55
Nicolet Bankshares
Wisconsin
USD 14.3 M -USD 187 k -3,555 -1%
Prospera Financial Services
56
Prospera Financial Services
Texas
USD 14.2 M +USD 336 k +6,396 +2%
VF
57
Vista Finance
Missouri
USD 13.4 M +USD 2.03 M +38,673 +18%
Kestra Advisory Services
58
Kestra Advisory Services
Texas
USD 13.3 M +USD 475 k +9,056 +4%
Summit Financial Wealth Advisors
59
Summit Financial Wealth Advisors
Louisiana
USD 13.2 M -USD 11.5 k -220 -0.1%
Novare Capital Management
60
Novare Capital Management
North Carolina
USD 12.9 M +USD 36.7 k +700 +0.3%
LFIA
61
Legacy Financial Independent Advisors
Kentucky
USD 12.8 M +USD 230 k +4,388 +2%
FFG
62
Fortem Financial Group
California
USD 12.6 M -USD 167 k -3,175 -1%
Stansberry Asset Management
63
Stansberry Asset Management
Texas
USD 12.6 M +USD 560 k +10,660 +5%
THC
64
Truffle Hound Capital
Maryland
USD 12.4 M – – –
Kera Capital Partners
65
Kera Capital Partners
California
USD 12 M +USD 1.05 M +19,957 +9%
Citigroup
66
Citigroup
New York
USD 11.9 M +USD 1.8 M +34,332 +18%
Jones Financial Companies
67
Jones Financial Companies
Missouri
USD 11.7 M +USD 1.28 M +24,452 +12%
Prime Capital Investment Advisors
68
Prime Capital Investment Advisors
Kansas
USD 11 M -USD 451 k -8,590 -4%
Williams Jones Wealth Management
69
Williams Jones Wealth Management
New York
USD 10.7 M +USD 308 k +5,867 +3%
Oak Harvest Investment Services
70
Oak Harvest Investment Services
Texas
USD 10.6 M +USD 265 k +5,040 +3%
Davenport & Co
71
Davenport & Co
Virginia
USD 10.4 M +USD 1.14 M +21,788 +12%
Ardsley Advisory Partners
72
Ardsley Advisory Partners
Connecticut
USD 10.4 M – – –
GCM
73
Granby Capital Management
Florida
USD 10.4 M – – –
Baldwin Wealth Partners
74
Baldwin Wealth Partners
Massachusetts
USD 10.4 M -USD 475 k -9,049 -4%
JP Morgan Chase
75
JP Morgan Chase
New York
USD 10.3 M -USD 3.99 M -76,060 -28%