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DOCU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Clearstead Trust
576
Clearstead Trust
Maine
USD 3.86 k -USD 4.31 k -92 -51%
Cornerstone Planning Group
577
Cornerstone Planning Group
New Jersey
USD 3.83 k -USD 562 -12 -13%
Spire Wealth Management
578
Spire Wealth Management
Virginia
USD 3.73 k -USD 375 -8 -9%
First Horizon Corporation
579
First Horizon Corporation
Tennessee
USD 3.64 k +USD 3.56 k +76 +1,267%
SGFG
580
Silver Grove Financial Group
New York
USD 3.6 k +USD 3.8 k +81 Nuevas
FDW
581
Fourth Dimension Wealth
Ohio
USD 3.46 k – – –
TCM
582
Tradewinds Capital Management
Washington
USD 3.33 k -USD 7.03 k -150 -67%
T
583
Tidemark
California
USD 3.33 k – – –
FA
584
Fedenia Advisers
Wisconsin
USD 3.33 k +USD 3.52 k +75 Nuevas
Creative Financial Designs
585
Creative Financial Designs
Indiana
USD 3.29 k -USD 4.69 k -100 -57%
HC
586
Hurley Capital
New York
USD 3.24 k – – –
KG
587
Kilter Group
New York
USD 3.2 k +USD 2.11 k +45 +167%
MWA
588
Medallion Wealth Advisors
Connecticut
USD 3.15 k – – –
JWM
589
JPL Wealth Management
Colorado
USD 3.15 k +USD 1.22 k +26 +58%
Fulcrum Asset Management
590
Fulcrum Asset Management
United Kingdom
USD 3.02 k +USD 3.14 k +67 Nuevas
IMA Advisory Services
591
IMA Advisory Services
Colorado
USD 2.93 k -USD 663 k -14,151 -100%
CH
592
Cromwell Holdings
Wyoming
USD 2.93 k +USD 3.09 k +66 Nuevas
JTBR
593
James T. Borello RIA
Illinois
USD 2.89 k +USD 2.48 k +53 +442%
Valley National Advisers
594
Valley National Advisers
Pennsylvania
USD 2.8 k -USD 1.12 k -24 -28%
Physician Wealth Advisors
595
Physician Wealth Advisors
Utah
USD 2.76 k -USD 4.59 k -98 -61%
Golden State Wealth Management
596
Golden State Wealth Management
California
USD 2.75 k -USD 94 -2 -3%
AA
597
Addison Advisors
Vermont
USD 2.71 k -USD 5.81 k -124 -67%
Beacon Investment Advisory Services
598
Beacon Investment Advisory Services
New Jersey
USD 2.67 k -USD 60.9 k -1,300 -96%
Manchester Capital Management
599
Manchester Capital Management
Vermont
USD 2.58 k +USD 375 +8 +16%
RWS
600
Retirement Wealth Solutions
Wisconsin
USD 2.44 k +USD 797 +17 +45%
22 23
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