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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Spinnaker Investment Group
2901
Spinnaker Investment Group
California
USD 599 k +USD 47.7 k +456 +10%
Elser Financial Planning
2902
Elser Financial Planning
Indiana
USD 598 k +USD 13.3 k +127 +3%
M3 Advisory Group
2903
M3 Advisory Group
Massachusetts
USD 598 k +USD 20.3 k +194 +4%
Barton Investment Management
2904
Barton Investment Management
Pennsylvania
USD 597 k – – –
Bravera Wealth
2905
Bravera Wealth
North Dakota
USD 595 k -USD 26.6 k -254 -5%
CPA
2906
Capital Performance Advisors
California
USD 595 k -USD 548 k -5,241 -51%
SLG
2907
Sanchez Levi Garrett
USD 594 k +USD 15.1 k +144 +3%
Fingerlakes Wealth Management
2908
Fingerlakes Wealth Management
New York
USD 594 k +USD 11.5 k +110 +2%
Wealth Management Partners
2909
Wealth Management Partners
Arizona
USD 594 k – – –
Financial Planning Fort Collins
2910
Financial Planning Fort Collins
Colorado
USD 593 k -USD 105 -1 -0%
Raab & Moskowitz Asset Management
2911
Raab & Moskowitz Asset Management
New Jersey
USD 593 k -USD 3.56 k -34 -0.7%
Riverview Trust Company
2912
Riverview Trust Company
Washington
USD 592 k – – –
Marietta Wealth Management
2913
Marietta Wealth Management
Georgia
USD 592 k +USD 31.4 k +300 +6%
Cheviot Value Management
2914
Cheviot Value Management
California
USD 591 k +USD 41.8 k +400 +9%
American National Bank & Trust
2915
American National Bank & Trust
Texas
USD 590 k +USD 13.9 k +133 +3%
Vanguard Capital Wealth Advisors
2916
Vanguard Capital Wealth Advisors
Colorado
USD 589 k +USD 524 k +5,011 Nuevas
Aristotle Atlantic Partners
2917
Aristotle Atlantic Partners
Florida
USD 587 k – – –
America First Investment Advisors
2918
America First Investment Advisors
Nebraska
USD 587 k +USD 523 k +5,000 Nuevas
Avanda Investment Management
2919
Avanda Investment Management
Singapore
USD 587 k +USD 523 k +5,000 Nuevas
Mariner Investment Group
2920
Mariner Investment Group
New York
USD 587 k +USD 523 k +5,000 Nuevas
IMPACTfolio
2921
IMPACTfolio
Colorado
USD 587 k – – –
Provenance Wealth Advisors
2922
Provenance Wealth Advisors
Florida
USD 587 k +USD 39.6 k +379 +8%
LWMM
2923
Legacy Wealth Management (Mississippi)
Mississippi
USD 586 k -USD 5.23 k -50 -1%
Cypress Point Wealth Management
2924
Cypress Point Wealth Management
Texas
USD 586 k +USD 31.3 k +299 +6%
Insight Advisors
2925
Insight Advisors
Pennsylvania
USD 586 k -USD 11.9 k -114 -2%