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ESGE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
American Financial & Tax Strategies
501
American Financial & Tax Strategies
New York
USD 209 k +USD 200 k +3,823 Nuevas
Evergreen Private Wealth
502
Evergreen Private Wealth
Colorado
USD 208 k – – –
OGF
503
Orin Green Financial
California
USD 205 k +USD 196 k +3,755 Nuevas
Absolute Capital Management
504
Absolute Capital Management
Pennsylvania
USD 205 k +USD 196 k +3,749 Nuevas
Ascent Group
505
Ascent Group
Virginia
USD 203 k +USD 194 k +3,720 Nuevas
Shared Vision Wealth Group
506
Shared Vision Wealth Group
United States
USD 203 k +USD 194 k +3,709 Nuevas
Chicago Wealth Management
507
Chicago Wealth Management
Illinois
USD 202 k +USD 193 k +3,698 Nuevas
Meridian Wealth Management
508
Meridian Wealth Management
Kentucky
USD 202 k +USD 193 k +3,698 Nuevas
Trek Financial
509
Trek Financial
Arizona
USD 202 k +USD 193 k +3,697 Nuevas
Dorsey & Whitney Trust
510
Dorsey & Whitney Trust
South Dakota
USD 200 k +USD 191 k +3,659 Nuevas
Smartleaf Asset Management
511
Smartleaf Asset Management
Massachusetts
USD 196 k – – –
Dynamic Wealth Strategies
512
Dynamic Wealth Strategies
California
USD 192 k – – –
Union Savings Bank
513
Union Savings Bank
Connecticut
USD 191 k -USD 5.07 k -97 -3%
IFG Advisory
514
IFG Advisory
Georgia
USD 190 k +USD 182 k +3,483 Nuevas
TFC Financial Management
515
TFC Financial Management
Massachusetts
USD 187 k +USD 4.86 k +93 +3%
IAIM
516
International Assets Investment Management
Florida
USD 182 k +USD 10 k +191 +6%
UFAC
517
Urban Financial Advisory Corp
Illinois
USD 177 k +USD 130 k +2,479 +328%
American Capital Advisory
518
American Capital Advisory
Idaho
USD 155 k -USD 9.2 k -176 -6%
Manning & Napier Advisors
519
Manning & Napier Advisors
New York
USD 152 k -USD 13 k -248 -8%
Transamerica Financial Advisors
520
Transamerica Financial Advisors
Florida
USD 147 k +USD 48.2 k +923 +52%
SignatureFD
521
SignatureFD
Georgia
USD 147 k -USD 29.4 k -562 -17%
Basecamp Wealth Advisors
522
Basecamp Wealth Advisors
Washington
USD 136 k – – –
Finley Financial
523
Finley Financial
Nevada
USD 132 k – – –
AlphaCore Capital
524
AlphaCore Capital
California
USD 123 k +USD 4.23 k +81 +4%
GGM Financials
525
GGM Financials
Ohio
USD 122 k +USD 836 +16 +0.7%
19 20
21
22 23