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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Parcion Private Wealth
326
Parcion Private Wealth
Washington
USD 1.49 M – – –
Holistic Planning
327
Holistic Planning
Texas
USD 1.45 M -USD 64.3 k -522 -4%
Collective Family Office
328
Collective Family Office
Pennsylvania
USD 1.44 M – – –
Robertson Stephens Wealth Management
329
Robertson Stephens Wealth Management
California
USD 1.41 M +USD 3.57 k +29 +0.3%
USAdvisors Wealth Management
330
USAdvisors Wealth Management
Minnesota
USD 1.41 M +USD 17 k +138 +1%
Kelman-Lazarov Inc
331
Kelman-Lazarov Inc
Tennessee
USD 1.39 M +USD 199 k +1,617 +17%
Fidelity Investments
332
Fidelity Investments
Massachusetts
USD 1.37 M +USD 188 k +1,524 +17%
Accurate Wealth Management
333
Accurate Wealth Management
Florida
USD 1.36 M +USD 984 k +7,987 +308%
EntreWealth
334
EntreWealth
Texas
USD 1.33 M +USD 911 k +7,395 +264%
IA
335
IF Advisors
Texas
USD 1.28 M – – –
Truepoint Inc
336
Truepoint Inc
Ohio
USD 1.27 M +USD 62 k +503 +5%
HWMC
337
Heritage Wealth Management (California)
California
USD 1.25 M +USD 68.1 k +553 +6%
Trustmark National Bank Trust Department
338
Trustmark National Bank Trust Department
Mississippi
USD 1.24 M -USD 320 k -2,594 -21%
Aurelius Family Office
339
Aurelius Family Office
New Hampshire
USD 1.24 M -USD 27.7 k -225 -2%
Level Four Advisory Services
340
Level Four Advisory Services
Texas
USD 1.21 M – – –
Baker Boyer National Bank
341
Baker Boyer National Bank
Washington
USD 1.19 M – – –
MAI Capital Management
342
MAI Capital Management
Ohio
USD 1.18 M +USD 661 k +5,366 +140%
Aprio Wealth Management
343
Aprio Wealth Management
Georgia
USD 1.15 M +USD 22.9 k +186 +2%
North Capital
344
North Capital
Utah
USD 1.13 M +USD 862 +7 +0.1%
Merit Financial Group
345
Merit Financial Group
Georgia
USD 1.12 M – – –
Trademark Financial Management
346
Trademark Financial Management
Minnesota
USD 1.12 M -USD 26.4 k -214 -2%
Diversify Wealth Management
347
Diversify Wealth Management
Utah
USD 1.11 M +USD 548 k +4,451 +103%
Diversify Advisory Services
348
Diversify Advisory Services
Utah
USD 1.11 M +USD 1.08 M +8,752 Nuevas
Freedom Day Solutions
349
Freedom Day Solutions
Texas
USD 1.11 M +USD 1.06 M +8,637 Nuevas
CC
350
Cornerstone Capital
California
USD 1.07 M -USD 69 k -560 -6%