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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sierra Capital
501
Sierra Capital
Florida
USD 752 k -USD 13.4 k -212 -2%
Keystone Financial Group (Kentucky)
502
Keystone Financial Group (Kentucky)
Kentucky
USD 746 k +USD 59.3 k +939 +8%
Pathstone Holdings
503
Pathstone Holdings
New Jersey
USD 735 k -USD 3.54 M -56,040 -83%
Front Row Advisors
504
Front Row Advisors
California
USD 731 k +USD 14.7 k +233 +2%
Guardian Wealth Advisors (North Carolina)
505
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 719 k +USD 4.74 k +75 +0.7%
WIA
506
Wetzel Investment Advisors
Indiana
USD 715 k – – –
Claro Advisors
507
Claro Advisors
Massachusetts
USD 710 k -USD 82.4 k -1,305 -10%
MWA Asset Management
508
MWA Asset Management
Massachusetts
USD 698 k -USD 5.94 k -94 -0.8%
ProVise Management Group
509
ProVise Management Group
Florida
USD 695 k +USD 4.8 k +76 +0.7%
ARWA LLC
510
ARWA LLC
Texas
USD 694 k -USD 338 k -5,345 -33%
Ballast Rock Private Wealth
511
Ballast Rock Private Wealth
South Carolina
USD 692 k +USD 189 +3 +0%
Vista Investment Partners
512
Vista Investment Partners
Oklahoma
USD 689 k +USD 13.1 k +207 +2%
LaSalle St. Investment Advisors
513
LaSalle St. Investment Advisors
Illinois
USD 688 k -USD 13.7 k -217 -2%
Berger Financial Group
514
Berger Financial Group
Minnesota
USD 687 k +USD 14.1 k +223 +2%
MMA Asset Management
515
MMA Asset Management
Pennsylvania
USD 684 k -USD 20.6 k -326 -3%
PGIM Custom Harvest
516
PGIM Custom Harvest
New Jersey
USD 683 k +USD 183 k +2,895 +36%
Channel Wealth
517
Channel Wealth
California
USD 682 k -USD 31.6 k -500 -4%
Kingswood Wealth Advisors
518
Kingswood Wealth Advisors
California
USD 674 k +USD 53.3 k +844 +8%
Colonial River Investments
519
Colonial River Investments
Virginia
USD 664 k -USD 944 k -14,949 -58%
FWG Holdings
520
FWG Holdings
Florida
USD 664 k -USD 12.9 k -204 -2%
Sonoma Allocations
521
Sonoma Allocations
California
USD 662 k -USD 292 k -4,622 -31%
BNB Wealth Management
522
BNB Wealth Management
Maryland
USD 661 k -USD 1.58 k -25 -0.2%
Cornerstone Planning Group
523
Cornerstone Planning Group
New Jersey
USD 656 k -USD 17.5 k -277 -3%
Hofer & Associates
524
Hofer & Associates
California
USD 648 k -USD 9.7 k -153 -1%
Allie Family Office
525
Allie Family Office
Florida
USD 645 k -USD 706 k -11,180 -52%
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