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APD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Creative Capital Management Investments
1676
Creative Capital Management Investments
California
USD 12.3 k +USD 5.24 k +18 +75%
DiNuzzo Private Wealth
1677
DiNuzzo Private Wealth
Pennsylvania
USD 11.7 k – – –
Riverview Trust Company
1678
Riverview Trust Company
Washington
USD 11.7 k – – –
Battery Global Advisors
1679
Battery Global Advisors
Massachusetts
USD 11.7 k – – –
Highline Wealth Partners
1680
Highline Wealth Partners
California
USD 11.2 k +USD 1.45 k +5 +15%
Acumen Wealth Advisors
1681
Acumen Wealth Advisors
Tennessee
USD 11.1 k – – –
Delta Asset Management
1682
Delta Asset Management
Tennessee
USD 11.1 k – – –
True Wealth Design
1683
True Wealth Design
Ohio
USD 11.1 k +USD 7.56 k +26 +217%
CFSG
1684
Community Financial Services Group
Vermont
USD 11 k +USD 8.72 k +30 +500%
TD Capital Management
1685
TD Capital Management
Tennessee
USD 10.9 k -USD 3.49 k -12 -24%
Barnes Dennig Private Wealth Management
1686
Barnes Dennig Private Wealth Management
Ohio
USD 10.8 k – – –
1248 Management
1687
1248 Management
Missouri
USD 10.6 k – – –
Hughes Financial Services
1688
Hughes Financial Services
Virginia
USD 10.6 k +USD 2.33 k +8 +29%
Front Row Advisors
1689
Front Row Advisors
California
USD 10.5 k – – –
Regatta Research & Money Management
1690
Regatta Research & Money Management
Louisiana
USD 10.4 k +USD 10.5 k +36 Nuevas
Financial Consulate
1691
Financial Consulate
Maryland
USD 10.3 k +USD 9.02 k +31 +775%
Prosperity Bancshares
1692
Prosperity Bancshares
Texas
USD 10.3 k +USD 582 +2 +6%
IMG Wealth Management
1693
IMG Wealth Management
Florida
USD 10.3 k +USD 1.45 k +5 +17%
TAP
1694
Tounjian Advisory Partners
Florida
USD 10 k +USD 9.9 k +34 Nuevas
Raffa Wealth Management
1695
Raffa Wealth Management
District of Columbia
USD 10 k +USD 1.16 k +4 +13%
Bay Harbor Wealth Management
1696
Bay Harbor Wealth Management
Maryland
USD 10 k +USD 1.74 k +6 +21%
GoalVest Advisory
1697
GoalVest Advisory
New York
USD 9.7 k -USD 181 k -624 -95%
Whipplewood Advisors
1698
Whipplewood Advisors
Colorado
USD 9.38 k -USD 11.6 k -40 -56%
LifeSteps Financial
1699
LifeSteps Financial
California
USD 9.38 k +USD 9.31 k +32 Nuevas
Security National Bank of So Dak
1700
Security National Bank of So Dak
Iowa
USD 9.38 k +USD 9.31 k +32 Nuevas
66 67
68
69 70