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CB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AA
2101
Addison Advisors
Vermont
USD 10.2 k -USD 37.5 k -115 -79%
NWMP
2102
Noble Wealth Management PBC
Colorado
USD 10.2 k – – –
CMP
2103
Coston McIsaac & Partners
Maine
USD 10 k – – –
SA
2104
Seneschal Advisors
Washington
USD 9.9 k – – –
TCM
2105
Triumph Capital Management
Colorado
USD 9.6 k +USD 1.63 k +5 +22%
CSC
2106
Caldwell Sutter Capital
California
USD 9.2 k -USD 60.7 k -186 -87%
BCM
2107
Boreal Capital Management
Florida
USD 9.2 k – – –
HIA
2108
HFM Investment Advisors
New Jersey
USD 9.2 k +USD 326 +1 +4%
STB
2109
S&T Bank
Pennsylvania
USD 9.2 k +USD 7.18 k +22 +440%
WBWA
2110
William B. Walkup & Associates
South Carolina
USD 8.63 k +USD 2.61 k +8 +47%
PS
2111
Planning Strategies
Pennsylvania
USD 8.52 k +USD 8.15 k +25 Nuevas
CWP
2112
Clark Wealth Partners
Illinois
USD 8.2 k -USD 1.96 k -6 -20%
KPP
2113
Kings Path Partners
Texas
USD 8.18 k +USD 7.83 k +24 Nuevas
HFG
2114
Harborfront Financial Group
Michigan
USD 7.87 k +USD 7.5 k +23 Nuevas
MS
2115
Monetary Solutions
Ohio
USD 7.5 k – – –
Financial Gravity Companies
2116
Financial Gravity Companies
Texas
USD 7.5 k +USD 7.18 k +22 Nuevas
1IA
2117
1620 Investment Advisors
Massachusetts
USD 7.16 k – – –
CWA
2118
Carolina Wealth Advisors
South Carolina
USD 7.16 k – – –
Gleason Group
2119
Gleason Group
Kentucky
USD 7.16 k +USD 6.85 k +21 Nuevas
POIA
2120
Pin Oak Investment Advisors
Texas
USD 7 k – – –
MAS
2121
MPWM Advisory Solutions
Georgia
USD 6.82 k – – –
KFG
2122
Kingdom Financial Group
Arizona
USD 6.47 k – – –
RTC
2123
Riverview Trust Company
Washington
USD 6.47 k – – –
Buck Wealth Strategies
2124
Buck Wealth Strategies
Colorado
USD 6.47 k +USD 6.2 k +19 Nuevas
ECA
2125
Elevated Capital Advisors
Utah
USD 5.79 k – – –
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