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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Holistic Planning
2801
Holistic Planning
Texas
USD 6.56 M +USD 465 k +1,854 +7%
PIA
2802
Prakash Investment Advisors
Massachusetts
USD 6.56 M +USD 62.8 k +250 +0.9%
IFS
2803
Integrated Financial Solutions
Virginia
USD 6.52 M +USD 115 k +460 +2%
IMT
2804
Investment Management Trust
Massachusetts
USD 6.51 M +USD 52.7 k +210 +0.8%
WA1
2805
Wimmer Associates 1
California
USD 6.51 M +USD 72.3 k +288 +1%
Oder Investment Management
2806
Oder Investment Management
California
USD 6.49 M – – –
Consilium Wealth Advisory
2807
Consilium Wealth Advisory
Texas
USD 6.49 M -USD 27.1 k -108 -0.4%
Beacon Financial Advisory
2808
Beacon Financial Advisory
Ohio
USD 6.48 M +USD 250 k +995 +4%
Roberts, Glore & Co
2809
Roberts, Glore & Co
Illinois
USD 6.48 M +USD 3.01 k +12 +0%
Fourth Dimension Wealth
2810
Fourth Dimension Wealth
Ohio
USD 6.48 M -USD 132 k -526 -2%
Whalen Wealth Management
2811
Whalen Wealth Management
Nevada
USD 6.47 M +USD 181 k +723 +3%
Quad-Cities Investment Group
2812
Quad-Cities Investment Group
Iowa
USD 6.47 M -USD 43.9 k -175 -0.6%
Baker Tilly Wealth Management
2813
Baker Tilly Wealth Management
Wisconsin
USD 6.46 M +USD 304 k +1,210 +5%
KLCM Advisors
2814
KLCM Advisors
Wisconsin
USD 6.46 M -USD 986 k -3,929 -13%
Essex Investment Management
2815
Essex Investment Management
Massachusetts
USD 6.45 M -USD 36.6 k -146 -0.5%
Cary Street Partners Investment Advisory
2816
Cary Street Partners Investment Advisory
Virginia
USD 6.44 M +USD 832 k +3,314 +14%
Harber Asset Management
2817
Harber Asset Management
North Carolina
USD 6.43 M +USD 1.52 M +6,075 +29%
EFM
2818
Eley Financial Management
Vermont
USD 6.42 M +USD 52.7 k +210 +0.8%
CSI
2819
Cross Staff Investments
New York
USD 6.42 M – – –
First Commonwealth Financial Corp
2820
First Commonwealth Financial Corp
Pennsylvania
USD 6.42 M +USD 91.4 k +364 +1%
Primoris Wealth Advisors
2821
Primoris Wealth Advisors
Florida
USD 6.4 M +USD 1.05 M +4,175 +18%
Radnor Capital Management
2822
Radnor Capital Management
Pennsylvania
USD 6.4 M +USD 136 k +541 +2%
GHP Investment Advisors
2823
GHP Investment Advisors
Colorado
USD 6.4 M +USD 384 k +1,529 +6%
Alchemi Wealth
2824
Alchemi Wealth
Connecticut
USD 6.39 M +USD 130 k +518 +2%
Brown Financial Advisors
2825
Brown Financial Advisors
Ohio
USD 6.39 M -USD 917 k -3,655 -12%