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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ritholtz Wealth Management
326
Ritholtz Wealth Management
New York
USD 506 k +USD 107 k +2,051 +28%
McAdam LLC
327
McAdam LLC
Pennsylvania
USD 505 k +USD 20.1 k +384 +4%
TF
328
TME Financial
California
USD 492 k -USD 21.5 k -411 -4%
Montecito Bank & Trust
329
Montecito Bank & Trust
California
USD 483 k +USD 36.6 k +700 +9%
Caprock Group
330
Caprock Group
Idaho
USD 477 k +USD 3.34 k +64 +0.7%
One Wealth Capital Management
331
One Wealth Capital Management
Arizona
USD 475 k -USD 84.3 k -1,613 -16%
Argentarii
332
Argentarii
Ohio
USD 473 k – – –
Bartlett & Co Wealth Management
333
Bartlett & Co Wealth Management
Ohio
USD 470 k – – –
Keystone Financial Services (Colorado)
334
Keystone Financial Services (Colorado)
Colorado
USD 469 k -USD 77.6 k -1,485 -15%
Great Diamond Partners
335
Great Diamond Partners
Maine
USD 465 k +USD 72.6 k +1,389 +20%
Private Trust Company
336
Private Trust Company
Ohio
USD 463 k -USD 51.9 k -994 -11%
AE Wealth Management
337
AE Wealth Management
Kansas
USD 460 k +USD 29 k +554 +7%
EverSource Wealth Advisors
338
EverSource Wealth Advisors
Alabama
USD 453 k -USD 57.1 k -1,093 -12%
Moller Wealth Partners
339
Moller Wealth Partners
USD 452 k -USD 3.19 k -61 -0.7%
Pathstone Holdings
340
Pathstone Holdings
New Jersey
USD 451 k +USD 3.45 k +66 +0.8%
Red Reef Advisors
341
Red Reef Advisors
Florida
USD 451 k +USD 66.4 k +1,271 +18%
Higgins & Schmidt Wealth Strategies
342
Higgins & Schmidt Wealth Strategies
Colorado
USD 450 k -USD 30.8 k -590 -7%
GenTrust
343
GenTrust
Florida
USD 445 k – – –
Seven Mile Advisory
344
Seven Mile Advisory
New Jersey
USD 443 k +USD 423 k +8,103 Nuevas
Valeo Financial Advisors
345
Valeo Financial Advisors
Indiana
USD 439 k – – –
Sigma Investment Counselors
346
Sigma Investment Counselors
Michigan
USD 439 k +USD 7.84 k +150 +2%
GC Wealth Management RIA
347
GC Wealth Management RIA
Massachusetts
USD 435 k -USD 29.1 k -557 -7%
Richard P. Slaughter Associates
348
Richard P. Slaughter Associates
Texas
USD 435 k +USD 70.2 k +1,343 +20%
Wealth Alliance
349
Wealth Alliance
New York
USD 433 k -USD 173 k -3,302 -29%
Williams & Novak
350
Williams & Novak
California
USD 429 k – – –
12 13
14
15 16