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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cambridge Financial Group (Arizona)
301
Cambridge Financial Group (Arizona)
Arizona
USD 605 k -USD 25.6 k -489 -4%
Washington Trust Bank
302
Washington Trust Bank
Washington
USD 597 k -USD 5.23 k -100 -0.9%
PWMG
303
Private Wealth Management Group
New Jersey
USD 596 k -USD 337 k -6,454 -37%
Lifelong Wealth Advisors
304
Lifelong Wealth Advisors
Minnesota
USD 596 k -USD 88.2 k -1,687 -13%
Flagship Harbor Advisors
305
Flagship Harbor Advisors
Massachusetts
USD 590 k -USD 19.3 k -370 -3%
HSBC Holdings
306
HSBC Holdings
United Kingdom
USD 586 k -USD 69.7 k -1,333 -11%
Foster Group
307
Foster Group
Iowa
USD 585 k -USD 57.2 k -1,094 -9%
Caliber Wealth Management (Kansas)
308
Caliber Wealth Management (Kansas)
Kansas
USD 578 k +USD 366 +7 +0.1%
Falcon Wealth Planning
309
Falcon Wealth Planning
California
USD 575 k -USD 135 k -2,575 -20%
Xena Financial Planning
310
Xena Financial Planning
Oregon
USD 572 k -USD 61.7 k -1,180 -10%
TCOT
311
Trust Company of Toledo
Ohio
USD 570 k +USD 545 k +10,424 Nuevas
Garde Capital
312
Garde Capital
Washington
USD 564 k +USD 1.46 k +28 +0.3%
Gemmer Asset Management
313
Gemmer Asset Management
California
USD 562 k +USD 13.8 k +264 +3%
Signature Estate & Investment Advisors
314
Signature Estate & Investment Advisors
California
USD 558 k +USD 5.75 k +110 +1%
Larson Financial Group
315
Larson Financial Group
Missouri
USD 552 k +USD 18.8 k +359 +4%
BlueStem Wealth Partners
316
BlueStem Wealth Partners
Minnesota
USD 546 k +USD 93.7 k +1,793 +22%
Presilium Private Wealth
317
Presilium Private Wealth
Pennsylvania
USD 545 k -USD 23 k -440 -4%
BLB&B Advisors
318
BLB&B Advisors
Pennsylvania
USD 544 k -USD 26.9 k -515 -5%
Meridian Wealth Partners
319
Meridian Wealth Partners
Pennsylvania
USD 538 k -USD 3.14 k -60 -0.6%
Navigation Group
320
Navigation Group
California
USD 524 k +USD 2.72 k +52 +0.5%
RW Investment Management
321
RW Investment Management
Idaho
USD 518 k +USD 22.7 k +435 +5%
Onyx Bridge Wealth Group
322
Onyx Bridge Wealth Group
New York
USD 509 k +USD 115 k +2,205 +31%
Aspiriant LLC
323
Aspiriant LLC
California
USD 509 k – – –
Oppenheimer & Co
324
Oppenheimer & Co
New York
USD 508 k +USD 486 k +9,293 Nuevas
Plum Street Advisors
325
Plum Street Advisors
Louisiana
USD 508 k +USD 2.35 k +45 +0.5%
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