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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Williams & Novak
351
Williams & Novak
California
USD 429 k – – –
Ellevest Inc
352
Ellevest Inc
New York
USD 429 k +USD 8.84 M +169,106 Nuevas
Per Stirling Capital Management
353
Per Stirling Capital Management
Texas
USD 425 k -USD 13.3 k -254 -3%
Bradley Foster & Sargent
354
Bradley Foster & Sargent
Connecticut
USD 419 k – – –
Gateway Wealth Partners
355
Gateway Wealth Partners
Wisconsin
USD 417 k -USD 595 k -11,381 -60%
McCartney Wealth Management
356
McCartney Wealth Management
Missouri
USD 414 k -USD 11.9 k -228 -3%
Hoxton Planning & Management
357
Hoxton Planning & Management
West Virginia
USD 410 k -USD 28 k -536 -7%
O'Shaughnessy Asset Management
358
O'Shaughnessy Asset Management
Connecticut
USD 408 k +USD 33.3 k +638 +9%
Sax Wealth Advisors
359
Sax Wealth Advisors
New Jersey
USD 404 k +USD 43.4 k +831 +10%
Community Bank
360
Community Bank
New York
USD 403 k -USD 3.61 k -69 -0.9%
SCS Capital Management
361
SCS Capital Management
Massachusetts
USD 398 k -USD 12.6 k -241 -3%
LifePlan Investment Advisors
362
LifePlan Investment Advisors
North Carolina
USD 394 k -USD 148 k -2,826 -28%
Theory Financial
363
Theory Financial
Colorado
USD 393 k -USD 57 k -1,091 -13%
Elwood & Goetz Wealth Advisory Group
364
Elwood & Goetz Wealth Advisory Group
Georgia
USD 392 k -USD 16.7 k -319 -4%
Avior Wealth Management
365
Avior Wealth Management
Nebraska
USD 392 k -USD 61.1 k -1,170 -14%
Ryan Investment Management
366
Ryan Investment Management
Colorado
USD 390 k +USD 38.5 k +736 +11%
Advisornet Financial
367
Advisornet Financial
Minnesota
USD 390 k +USD 127 k +2,439 +52%
Cypress Wealth Services
368
Cypress Wealth Services
California
USD 390 k -USD 51.8 k -992 -12%
RHS Financial
369
RHS Financial
California
USD 386 k -USD 38.8 k -742 -10%
Stratos Wealth Partners
370
Stratos Wealth Partners
Ohio
USD 383 k -USD 9.41 k -180 -3%
Massachusetts Financial Services
371
Massachusetts Financial Services
Massachusetts
USD 381 k +USD 207 k +3,968 Nuevas
CoreCap Advisors
372
CoreCap Advisors
Michigan
USD 381 k +USD 4.39 k +84 +1%
Noble Wealth Partners
373
Noble Wealth Partners
Colorado
USD 381 k +USD 364 k +6,960 Nuevas
Cranbrook Wealth Management
374
Cranbrook Wealth Management
Michigan
USD 380 k +USD 51.7 k +990 +17%
Sharper & Granite
375
Sharper & Granite
California
USD 374 k -USD 784 -15 -0.2%
13 14
15
16 17