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ESGE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Pure Financial Advisors
201
Pure Financial Advisors
California
USD 1.26 M -USD 107 k -2,045 -8%
Greykasell Wealth Strategies
202
Greykasell Wealth Strategies
California
USD 1.25 M -USD 80.3 k -1,536 -6%
Lugano Financial Advisors SA (LFA)
203
Lugano Financial Advisors SA (LFA)
Switzerland
USD 1.24 M – – –
Central Trust Company
204
Central Trust Company
Missouri
USD 1.15 M -USD 22.8 k -437 -2%
Trust Company
205
Trust Company
Kansas
USD 1.14 M -USD 58.8 k -1,126 -5%
MWM
206
Mascoma Wealth Management
New Hampshire
USD 1.13 M +USD 107 k +2,048 +11%
Brooklyn FI
207
Brooklyn FI
New York
USD 1.13 M +USD 44.1 k +843 +4%
Gould Asset Management
208
Gould Asset Management
California
USD 1.13 M -USD 20.9 k -400 -2%
Western Wealth Management
209
Western Wealth Management
Colorado
USD 1.11 M +USD 53.3 k +1,020 +5%
Umpqua Bank
210
Umpqua Bank
Oregon
USD 1.11 M +USD 1.06 M +20,210 Nuevas
Jordan Park Group
211
Jordan Park Group
California
USD 1.1 M – – –
Wedbush Securities
212
Wedbush Securities
California
USD 1.08 M +USD 33.4 k +639 +3%
SageView Advisory Group
213
SageView Advisory Group
California
USD 1.08 M -USD 168 k -3,217 -14%
Regatta Capital Group
214
Regatta Capital Group
California
USD 1.07 M +USD 7.73 k +148 +0.8%
Van Hulzen Asset Management
215
Van Hulzen Asset Management
California
USD 1.07 M -USD 130 k -2,495 -11%
Decker Retirement Planning
216
Decker Retirement Planning
Utah
USD 1.06 M +USD 61.5 k +1,177 +6%
Connecticut Wealth Management
217
Connecticut Wealth Management
Connecticut
USD 1.06 M +USD 58.1 k +1,112 +6%
Diversified Enterprises
218
Diversified Enterprises
Delaware
USD 1.04 M +USD 993 +19 +0.1%
Cresset Asset Management
219
Cresset Asset Management
Illinois
USD 1.03 M +USD 1.04 k +20 +0.1%
Madrid Wealth Management
220
Madrid Wealth Management
New Mexico
USD 1.01 M -USD 44.3 k -848 -4%
Annis Gardner Whiting Capital Advisors
221
Annis Gardner Whiting Capital Advisors
Florida
USD 1.01 M -USD 6.43 k -123 -0.7%
MGO One Seven
222
MGO One Seven
Ohio
USD 997 k -USD 162 k -3,091 -14%
Krilogy Financial
223
Krilogy Financial
Missouri
USD 994 k – – –
Concurrent Investment Advisors
224
Concurrent Investment Advisors
Florida
USD 992 k +USD 152 k +2,910 +19%
Prism Advisors
225
Prism Advisors
California
USD 986 k – – –
7 8
9
10 11