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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Stone House Investment Management
2026
Stone House Investment Management
Pennsylvania
USD 11.2 k +USD 5.81 k +32 +119%
Bay Harbor Wealth Management
2027
Bay Harbor Wealth Management
Maryland
USD 11 k +USD 1.63 k +9 +18%
Twin Lakes Capital Management
2028
Twin Lakes Capital Management
California
USD 10.7 k – – –
PWMG
2029
Private Wealth Management Group
New Jersey
USD 10.5 k – – –
GoalVest Advisory
2030
GoalVest Advisory
New York
USD 10.5 k -USD 10 k -55 -50%
Consultiva Wealth Management
2031
Consultiva Wealth Management
Puerto Rico
USD 10.5 k – – –
Penserra Capital Management
2032
Penserra Capital Management
California
USD 10 k – – –
Aventus Investment Advisors
2033
Aventus Investment Advisors
Florida
USD 9.5 k – – –
DecisionPoint Financial
2034
DecisionPoint Financial
Arizona
USD 9.49 k -USD 3.81 k -21 -30%
FIM
2035
FWL Investment Management
Texas
USD 9.33 k – – –
Brooklyn FI
2036
Brooklyn FI
New York
USD 9.32 k +USD 9.44 k +52 Nuevas
IMG Wealth Management
2037
IMG Wealth Management
Florida
USD 9.14 k – – –
Evolution Advisers
2038
Evolution Advisers
Virginia
USD 9 k – – –
LifeSteps Financial
2039
LifeSteps Financial
California
USD 8.95 k +USD 8.53 k +47 Nuevas
BFSG LLC
2040
BFSG LLC
California
USD 8.57 k – – –
Blueline Advisors
2041
Blueline Advisors
New Hampshire
USD 8.1 k -USD 182 -1 -2%
Robinswood Financial
2042
Robinswood Financial
Washington
USD 8.03 k -USD 32.1 k -177 -81%
CGC Financial Services
2043
CGC Financial Services
Oregon
USD 7.81 k – – –
Pacific Center for Financial Services
2044
Pacific Center for Financial Services
California
USD 7.62 k – – –
Alpine Bank Wealth Management
2045
Alpine Bank Wealth Management
Colorado
USD 7.62 k +USD 7.26 k +40 Nuevas
Kingdom Financial Group
2046
Kingdom Financial Group
Arizona
USD 7.56 k -USD 4.54 k -25 -38%
Altshuler Shaham
2047
Altshuler Shaham
Israel
USD 7.43 k +USD 7.08 k +39 Nuevas
Marquette Asset Management
2048
Marquette Asset Management
Minnesota
USD 7.24 k -USD 16.3 k -90 -70%
Byrne Asset Management
2049
Byrne Asset Management
New Jersey
USD 7.05 k – – –
Planning Strategies
2050
Planning Strategies
Pennsylvania
USD 7.05 k +USD 6.72 k +37 Nuevas