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COWG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IAIM
151
International Assets Investment Management
Florida
USD 632 k +USD 296 k +7,960 +100%
Clarity Asset Management
152
Clarity Asset Management
Iowa
USD 587 k +USD 2.57 k +69 +0.5%
D.A. Davidson & Co
153
D.A. Davidson & Co
Montana
USD 586 k +USD 18.6 k +499 +4%
White Knight Strategic Wealth Advisors
154
White Knight Strategic Wealth Advisors
New Jersey
USD 574 k +USD 133 k +3,577 +33%
Visionary Horizons
155
Visionary Horizons
Tennessee
USD 562 k +USD 230 k +6,186 +79%
GK Wealth Management
156
GK Wealth Management
Nevada
USD 556 k +USD 515 k +13,839 Nuevas
Maridea Wealth Management
157
Maridea Wealth Management
New York
USD 505 k +USD 4.28 k +115 +0.9%
Palumbo Wealth Management
158
Palumbo Wealth Management
New York
USD 493 k -USD 47.8 k -1,283 -9%
Diversify Wealth Management
159
Diversify Wealth Management
Utah
USD 485 k +USD 1.86 k +50 +0.4%
Diversify Advisory Services
160
Diversify Advisory Services
Utah
USD 485 k +USD 485 k +13,020 Nuevas
OxenFree Capital
161
OxenFree Capital
Florida
USD 481 k -USD 28.3 k -761 -6%
Pasadena Private Wealth
162
Pasadena Private Wealth
California
USD 480 k -USD 14.8 k -398 -3%
Nilsine Partners
163
Nilsine Partners
Colorado
USD 474 k +USD 67.7 k +1,819 +18%
Pinnacle Financial Partners (Georgia)
164
Pinnacle Financial Partners (Georgia)
Georgia
USD 471 k +USD 437 k +11,736 Nuevas
WA
165
Win Advisors
Florida
USD 455 k -USD 44.9 k -1,207 -10%
Money Concepts Capital
166
Money Concepts Capital
Florida
USD 454 k -USD 9.2 k -247 -2%
EP Wealth Advisors
167
EP Wealth Advisors
California
USD 448 k -USD 36.6 k -982 -8%
Cooper Financial Group
168
Cooper Financial Group
California
USD 412 k – – –
Csenge Advisory Group
169
Csenge Advisory Group
Florida
USD 408 k +USD 378 k +10,163 Nuevas
Silver Oak Securities
170
Silver Oak Securities
Tennessee
USD 380 k +USD 100 k +2,692 +40%
Cresset Asset Management
171
Cresset Asset Management
Illinois
USD 377 k +USD 261 +7 +0.1%
TA
172
TrueWealth Advisors
Alabama
USD 365 k -USD 159 k -4,283 -32%
Runnymede Capital Advisors
173
Runnymede Capital Advisors
Ohio
USD 358 k -USD 49.1 k -1,318 -13%
Cathy Pareto & Associates
174
Cathy Pareto & Associates
Florida
USD 351 k +USD 34.6 k +929 +12%
Total Clarity Wealth Management
175
Total Clarity Wealth Management
Illinois
USD 350 k -USD 101 k -2,719 -24%
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