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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Evanson Financial
1501
Evanson Financial
Virginia
USD 822 k +USD 657 k +413 Nuevas
TCWM
1502
Total Clarity Wealth Management
Illinois
USD 820 k -USD 215 k -135 -25%
VisionPoint Advisory Group
1503
VisionPoint Advisory Group
Texas
USD 820 k +USD 156 k +98 +31%
Alvarez & Marsal Private Wealth Partners
1504
Alvarez & Marsal Private Wealth Partners
Florida
USD 820 k +USD 656 k +412 Nuevas
SageView Advisory Group
1505
SageView Advisory Group
California
USD 816 k +USD 131 k +82 +25%
Tradition Wealth Management
1506
Tradition Wealth Management
Minnesota
USD 816 k +USD 71.6 k +45 +12%
Greenland Capital Management
1507
Greenland Capital Management
New York
USD 816 k +USD 653 k +410 Nuevas
VW
1508
Vantus Wealth
Pennsylvania
USD 814 k +USD 651 k +409 Nuevas
Venture Visionary Partners
1509
Venture Visionary Partners
Ohio
USD 812 k -USD 27.1 k -17 -4%
HFO
1510
Heritage Family Offices
Arizona
USD 811 k -USD 328 k -206 -34%
PEWA
1511
Pacific Excel Wealth Advisors
California
USD 811 k -USD 90.7 k -57 -12%
Caldwell Trust
1512
Caldwell Trust
Florida
USD 810 k +USD 3.18 k +2 +0.5%
Everhart Financial Group
1513
Everhart Financial Group
Ohio
USD 808 k -USD 50.9 k -32 -7%
WCA
1514
Whetstone Capital Advisors
Kansas
USD 808 k +USD 646 k +406 Nuevas
Knollwood Investment Advisory
1515
Knollwood Investment Advisory
Maryland
USD 806 k +USD 47.8 k +30 +8%
Zuckerman Investment Group
1516
Zuckerman Investment Group
Illinois
USD 804 k – – –
APFP
1517
Action Point Financial Planning
Michigan
USD 802 k +USD 645 k +405 Nuevas
Strategic Wealth Partners
1518
Strategic Wealth Partners
Ohio
USD 802 k -USD 35 k -22 -5%
TFA
1519
Trinity Financial Advisors
Ohio
USD 802 k -USD 15.9 k -10 -2%
KFG
1520
Kelly Financial Group
Connecticut
USD 800 k – – –
Iron Gate Global Advisors
1521
Iron Gate Global Advisors
Utah
USD 800 k +USD 6.37 k +4 +1%
RP
1522
Riverwater Partners
Wisconsin
USD 798 k +USD 31.8 k +20 +5%
BAM
1523
BOS Asset Management
Illinois
USD 798 k +USD 38.2 k +24 +6%
Militia Capital Management
1524
Militia Capital Management
Texas
USD 796 k -USD 274 k -172 -30%
GMF
1525
Grace & Mercy Foundation
New York
USD 796 k – – –