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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Retirement Financial Solutions
101
Retirement Financial Solutions
Tennessee
USD 963 k +USD 46.3 k +1,459 +4%
Interchange Capital Partners
102
Interchange Capital Partners
Pennsylvania
USD 958 k +USD 731 k +23,036 +166%
Sankala Group
103
Sankala Group
Colorado
USD 930 k +USD 670 k +21,093 +185%
Claro Advisors
104
Claro Advisors
Massachusetts
USD 881 k +USD 74.5 k +2,345 +7%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
USD 879 k -USD 7.43 k -234 -0.7%
DI
106
Diligent Investors
California
USD 875 k +USD 31.2 k +982 +3%
Chase Investment Counsel
107
Chase Investment Counsel
Virginia
USD 856 k +USD 1.05 M +33,000 Nuevas
Gallacher Capital Management
108
Gallacher Capital Management
Colorado
USD 834 k -USD 415 k -13,065 -29%
Centaurus Financial
109
Centaurus Financial
California
USD 816 k -USD 55.5 k -1,748 -5%
RBF Capital
110
RBF Capital
California
USD 778 k – – –
Waverly Advisors
111
Waverly Advisors
Alabama
USD 732 k +USD 21.7 k +682 +2%
Migdal Insurance & Financial Holdings
112
Migdal Insurance & Financial Holdings
Israel
USD 728 k – – –
Arete Wealth Advisors
113
Arete Wealth Advisors
Illinois
USD 722 k +USD 544 k +17,139 +160%
Birch Hill Investment Advisors
114
Birch Hill Investment Advisors
Massachusetts
USD 720 k -USD 31.8 k -1,000 -3%
Savvy Advisors Inc
115
Savvy Advisors Inc
New York
USD 701 k +USD 135 k +4,256 +19%
Proficio Capital Partners
116
Proficio Capital Partners
Massachusetts
USD 688 k – – –
Sentinel Trust
117
Sentinel Trust
Texas
USD 682 k +USD 834 k +26,271 Nuevas
LMG Wealth Partners
118
LMG Wealth Partners
Louisiana
USD 682 k +USD 2.1 k +66 +0.3%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
USD 678 k +USD 55.8 k +1,758 +7%
Sequoia Financial Advisors
120
Sequoia Financial Advisors
Ohio
USD 673 k -USD 419 k -13,197 -34%
Eagle Global Advisors
121
Eagle Global Advisors
Texas
USD 664 k – – –
Berger Financial Group
122
Berger Financial Group
Minnesota
USD 661 k +USD 22.2 k +698 +3%
Foundations Investment Advisors
123
Foundations Investment Advisors
Arizona
USD 644 k -USD 47.3 k -1,491 -6%
Lakewood Capital Management
124
Lakewood Capital Management
New York
USD 641 k – – –
Almanack Investment Partners
125
Almanack Investment Partners
Pennsylvania
USD 636 k -USD 124 k -3,916 -14%
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