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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JNBA Financial Advisors
1051
JNBA Financial Advisors
Minnesota
USD 19 k – – –
BOK Financial Private Wealth
1052
BOK Financial Private Wealth
Colorado
USD 18.9 k +USD 24.4 k +195 Nuevas
1M
1053
1248 Management
Missouri
USD 18.7 k – – –
Asset Dedication LLC
1054
Asset Dedication LLC
California
USD 18.5 k – – –
Center for Financial Planning
1055
Center for Financial Planning
Michigan
USD 18.4 k – – –
LF
1056
LifeSteps Financial
California
USD 17.8 k +USD 23.2 k +185 Nuevas
KG
1057
Kilter Group
New York
USD 17.7 k +USD 19.2 k +153 +494%
MAS
1058
MPWM Advisory Solutions
Georgia
USD 17.4 k – – –
PWMG
1059
Private Wealth Management Group
New Jersey
USD 16.8 k +USD 15.7 k +125 +250%
AIC
1060
Archer Investment Corporation
Indiana
USD 16.1 k – – –
CWM
1061
Copia Wealth Management
Oregon
USD 15.6 k – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1062
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
USD 15.5 k – – –
CFM
1063
Cornerstone Financial Management
Massachusetts
USD 15.5 k +USD 7.64 k +61 +60%
BCM
1064
Boreal Capital Management
Florida
USD 15.5 k +USD 12.5 k +100 +164%
TCOT
1065
Trust Company of Toledo
Ohio
USD 15.4 k – – –
AIM
1066
Axiom Investment Management
New York
USD 14.5 k – – –
AA
1067
Addison Advisors
Vermont
USD 14.4 k -USD 3.38 k -27 -15%
BWM
1068
Bernard Wealth Management
Michigan
USD 14.4 k – – –
MBFW
1069
Morton Brown Family Wealth
Pennsylvania
USD 14.4 k – – –
SWIM
1070
Smallwood Wealth Investment Management
New Jersey
USD 13.2 k – – –
ABC
1071
Anchor Bay Capital
California
USD 13.2 k +USD 12.5 k +100 Nuevas
WAS
1072
Winch Advisory Services
Wisconsin
USD 13.2 k – – –
TS Financial Group (TSFG)
1073
TS Financial Group (TSFG)
Illinois
USD 13 k – – –
IMA Advisory Services
1074
IMA Advisory Services
Colorado
USD 12.7 k +USD 5.76 k +46 +54%
Inspire Investing
1075
Inspire Investing
Idaho
USD 12.6 k – – –
41 42
43
44 45