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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NBZ Investment Advisors
5551
NBZ Investment Advisors
Tennessee
USD 510 k +USD 21.6 k +86 +4%
Hardin Capital Partners
5552
Hardin Capital Partners
South Carolina
USD 510 k -USD 195 k -776 -27%
Cherry Tree Wealth Management
5553
Cherry Tree Wealth Management
Minnesota
USD 509 k -USD 42.2 k -168 -7%
January Capital Advisors
5554
January Capital Advisors
California
USD 509 k – – –
GR Financial Group
5555
GR Financial Group
Arizona
USD 508 k +USD 71.5 k +285 +15%
Friday Financial
5556
Friday Financial
Iowa
USD 508 k +USD 46.7 k +186 +10%
Forum Private Client Group
5557
Forum Private Client Group
Indiana
USD 508 k +USD 67.3 k +268 +14%
Cambridge Capital Management
5558
Cambridge Capital Management
Illinois
USD 507 k – – –
Allen Wealth Management
5559
Allen Wealth Management
North Carolina
USD 503 k -USD 132 k -524 -20%
Curio Wealth
5560
Curio Wealth
Maryland
USD 502 k +USD 18.8 k +75 +4%
IAA
5561
Ironsides Asset Advisors
North Carolina
USD 502 k – – –
Lifelong Wealth Advisors
5562
Lifelong Wealth Advisors
Minnesota
USD 501 k +USD 103 k +410 +24%
Sterling Wealth Management
5563
Sterling Wealth Management
Illinois
USD 500 k +USD 50 k +199 +10%
Peterson Wealth Advisors
5564
Peterson Wealth Advisors
Utah
USD 499 k +USD 2.51 k +10 +0.5%
Vectors Research Management
5565
Vectors Research Management
New York
USD 499 k +USD 38.9 k +155 +8%
Succession Financial
5566
Succession Financial
Texas
USD 499 k +USD 525 k +2,093 Nuevas
Westco Advisory Services
5567
Westco Advisory Services
New York
USD 499 k – – –
P.A.W. Capital
5568
P.A.W. Capital
Connecticut
USD 497 k – – –
IFS
5569
Ifrah Financial Services
Arkansas
USD 496 k -USD 1.76 k -7 -0.3%
Essential Planning
5570
Essential Planning
New Hampshire
USD 495 k +USD 16.1 k +64 +3%
Passive Capital Management
5571
Passive Capital Management
Maryland
USD 494 k -USD 53.5 k -213 -9%
Forge Financial Services
5572
Forge Financial Services
Oklahoma
USD 494 k – – –
Kanen Wealth Management
5573
Kanen Wealth Management
Florida
USD 494 k -USD 14.8 k -59 -3%
Shakespeare Wealth Management
5574
Shakespeare Wealth Management
Wisconsin
USD 493 k +USD 239 k +953 +85%
Bucket List Wealth Management
5575
Bucket List Wealth Management
Florida
USD 493 k +USD 55.2 k +220 +12%
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