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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
White Lighthouse Investment Management
251
White Lighthouse Investment Management
Massachusetts
USD 831 k -USD 40.5 k -775 -5%
Boston Standard Wealth Management
252
Boston Standard Wealth Management
Massachusetts
USD 824 k -USD 44.5 k -851 -5%
Prosperity Capital Advisors
253
Prosperity Capital Advisors
Ohio
USD 824 k -USD 52 -1 -0%
Yukon Wealth Management
254
Yukon Wealth Management
Kansas
USD 813 k +USD 1.15 k +22 +0.1%
Fort Point Capital Partners
255
Fort Point Capital Partners
California
USD 799 k – – –
Howland Capital Management
256
Howland Capital Management
Massachusetts
USD 789 k -USD 35 k -670 -4%
Schneider Downs Wealth Management Advisors
257
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 787 k +USD 21.2 k +406 +3%
Shepherd Financial Partners
258
Shepherd Financial Partners
Massachusetts
USD 774 k -USD 71.6 k -1,371 -9%
Kestra Private Wealth Services
259
Kestra Private Wealth Services
Texas
USD 774 k +USD 74.4 k +1,424 +11%
PFG Investments
260
PFG Investments
New York
USD 770 k +USD 28 k +535 +4%
Facet Wealth Inc
261
Facet Wealth Inc
Maryland
USD 760 k +USD 94.8 k +1,815 +15%
Ethos Financial Group
262
Ethos Financial Group
Pennsylvania
USD 757 k +USD 568 k +10,860 +238%
Sage Advisory Services
263
Sage Advisory Services
Texas
USD 746 k -USD 23.7 k -453 -3%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
USD 744 k – – –
Brown Brothers Harriman & Co
265
Brown Brothers Harriman & Co
New York
USD 740 k – – –
Coldstream Capital Management
266
Coldstream Capital Management
Washington
USD 736 k – – –
Portland Global Advisors
267
Portland Global Advisors
Maine
USD 726 k – – –
Asset Dedication LLC
268
Asset Dedication LLC
California
USD 724 k -USD 75.4 k -1,443 -10%
Evolve Private Wealth
269
Evolve Private Wealth
California
USD 722 k -USD 49.2 k -941 -7%
SWG
270
Summit Wealth Group
Vermont
USD 718 k -USD 51.9 k -994 -7%
Tortoise Investment Management
271
Tortoise Investment Management
New York
USD 703 k -USD 52.9 k -1,013 -7%
Capital Advantage
272
Capital Advantage
California
USD 700 k -USD 3.14 k -60 -0.5%
Diversified Trust
273
Diversified Trust
Tennessee
USD 698 k +USD 8.62 k +165 +1%
PDS Planning
274
PDS Planning
Ohio
USD 697 k -USD 3.03 k -58 -0.5%
New England Private Wealth Advisors
275
New England Private Wealth Advisors
Massachusetts
USD 697 k +USD 4.76 k +91 +0.7%
9 10
11
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