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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Prism Advisors
226
Prism Advisors
California
USD 986 k – – –
Bond & Devick Financial Network
227
Bond & Devick Financial Network
Minnesota
USD 975 k +USD 51.6 k +987 +6%
Aureum Wealth Management
228
Aureum Wealth Management
Florida
USD 972 k +USD 37.4 k +716 +4%
Commerce Bank
229
Commerce Bank
Missouri
USD 961 k – – –
MainStreet Investment Advisors
230
MainStreet Investment Advisors
Illinois
USD 958 k -USD 21.4 k -410 -2%
Napier Financial
231
Napier Financial
Massachusetts
USD 950 k -USD 22.4 k -429 -2%
MassMutual Private Wealth & Trust
232
MassMutual Private Wealth & Trust
Connecticut
USD 947 k -USD 31.9 k -610 -3%
Benchmark Financial
233
Benchmark Financial
Delaware
USD 943 k +USD 90.7 k +1,735 +11%
Morling Financial Advisors
234
Morling Financial Advisors
California
USD 936 k -USD 27.1 k -519 -3%
Modern Wealth Management
235
Modern Wealth Management
Kansas
USD 934 k +USD 240 k +4,586 +37%
OLIO Financial Planning
236
OLIO Financial Planning
Virginia
USD 925 k -USD 112 k -2,146 -11%
Huntington National Bank
237
Huntington National Bank
Ohio
USD 911 k – – –
Birchbrook
238
Birchbrook
Maine
USD 906 k -USD 37.6 k -719 -4%
Whittier Trust
239
Whittier Trust
California
USD 890 k +USD 13.2 k +253 +2%
Diversify Wealth Management
240
Diversify Wealth Management
Utah
USD 889 k -USD 134 k -2,555 -13%
Diversify Advisory Services
241
Diversify Advisory Services
Utah
USD 889 k +USD 909 k +17,403 Nuevas
RFG Advisory
242
RFG Advisory
Alabama
USD 865 k -USD 199 k -3,811 -19%
Arax Advisory Partners
243
Arax Advisory Partners
Colorado
USD 863 k +USD 706 k +13,505 +595%
Hardy Reed
244
Hardy Reed
Mississippi
USD 855 k – – –
OpenArc Corporate Advisory
245
OpenArc Corporate Advisory
Georgia
USD 854 k -USD 182 k -3,486 -18%
Fund Evaluation Group
246
Fund Evaluation Group
Ohio
USD 853 k – – –
Keel Point
247
Keel Point
Alabama
USD 841 k +USD 5.17 k +99 +0.6%
Snowden Capital Advisors
248
Snowden Capital Advisors
New York
USD 840 k -USD 24.1 k -462 -3%
Capital Analysts LLC
249
Capital Analysts LLC
Pennsylvania
USD 838 k -USD 57.7 k -1,105 -7%
Ameraudi Asset Management
250
Ameraudi Asset Management
New York
USD 836 k -USD 210 k -4,018 -21%
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