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GARP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cornerstone Advisors Asset Management
26
Cornerstone Advisors Asset Management
Pennsylvania
USD 17.5 M -USD 904 k -11,904 -5%
SI
27
Saxon Interests
Texas
USD 16.1 M +USD 14.8 M +194,568 Nuevas
D'Orazio & Associates
28
D'Orazio & Associates
Virginia
USD 15.5 M +USD 2.17 M +28,625 +18%
CFG
29
Carr Financial Group
Massachusetts
USD 15.3 M -USD 385 k -5,072 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
USD 13.5 M -USD 379 k -4,986 -3%
Valley National Advisers
31
Valley National Advisers
Pennsylvania
USD 13.3 M -USD 105 k -1,383 -0.9%
Embree Financial Group
32
Embree Financial Group
Illinois
USD 13.1 M +USD 12 M +158,151 Nuevas
Certified Advisory Corp
33
Certified Advisory Corp
Florida
USD 12.5 M +USD 1.36 M +17,964 +13%
FNWM
34
Financial Network Wealth Management
Utah
USD 11.9 M -USD 569 k -7,486 -5%
CGN Advisors
35
CGN Advisors
Kansas
USD 11.7 M +USD 2.32 M +30,525 +27%
BAG
36
Bauman Advisory Group
Nevada
USD 11.5 M +USD 10.6 M +139,714 Nuevas
Truist Financial
37
Truist Financial
North Carolina
USD 10.4 M +USD 5.12 M +67,357 +114%
BWM
38
Base Wealth Management
Florida
USD 9.43 M +USD 8.67 M +114,188 Nuevas
Principal Securities
39
Principal Securities
Iowa
USD 9.38 M +USD 813 k +10,709 +10%
LCG
40
Lakeshore Capital Group
Illinois
USD 9.23 M +USD 225 k +2,965 +3%
MPIA
41
Milestones Private Investment Advisors
New York
USD 8.19 M +USD 2.94 M +38,688 +64%
GW Henssler & Associates
42
GW Henssler & Associates
Georgia
USD 8.19 M -USD 27.1 k -357 -0.4%
KCFA
43
Key Client Fiduciary Advisors
New Jersey
USD 7.64 M +USD 6.22 M +81,915 +771%
First Trust Advisors
44
First Trust Advisors
Illinois
USD 6.31 M +USD 50.8 k +669 +0.9%
OC
45
Optima Capital
Oregon
USD 6.04 M +USD 1.22 M +16,102 +28%
Kestra Advisory Services
46
Kestra Advisory Services
Texas
USD 5.88 M +USD 593 k +7,806 +12%
Holistic Planning
47
Holistic Planning
Texas
USD 5.75 M +USD 1.41 M +18,536 +36%
Stratos Wealth Advisors
48
Stratos Wealth Advisors
Ohio
USD 5.66 M -USD 50.9 k -670 -1%
MSWA
49
Marshall & Sterling Wealth Advisors
New York
USD 5.27 M -USD 433 k -5,702 -8%
Merit Financial Group
50
Merit Financial Group
Georgia
USD 5.17 M +USD 115 k +1,510 +2%
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