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GCOW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Optivise Advisory Services
176
Optivise Advisory Services
Tennessee
USD 306 k +USD 24.8 k +543 +8%
BLVD Private Wealth
177
BLVD Private Wealth
Kentucky
USD 305 k +USD 15.3 k +336 +5%
Creative Financial Designs
178
Creative Financial Designs
Indiana
USD 300 k +USD 16.1 k +354 +5%
YP
179
YANKCOM Partnership
South Dakota
USD 296 k +USD 311 k +6,829 Nuevas
Dynamic Financial Group
180
Dynamic Financial Group
Iowa
USD 295 k +USD 19.9 k +437 +7%
JP Morgan Chase
181
JP Morgan Chase
New York
USD 295 k +USD 156 k +3,431 +103%
Cora Capital Advisors
182
Cora Capital Advisors
New Jersey
USD 281 k +USD 20.8 k +457 +8%
Brookstone Capital Management
183
Brookstone Capital Management
Illinois
USD 273 k -USD 30 k -657 -9%
Quantum Financial Partners
184
Quantum Financial Partners
Kansas
USD 265 k +USD 279 k +6,124 Nuevas
Hofer & Associates
185
Hofer & Associates
California
USD 263 k -USD 2.6 k -57 -0.9%
Truist Financial
186
Truist Financial
North Carolina
USD 262 k -USD 254 k -5,560 -48%
XML Financial
187
XML Financial
Maryland
USD 261 k +USD 2.14 k +47 +0.8%
Advisornet Financial
188
Advisornet Financial
Minnesota
USD 261 k +USD 5.52 k +121 +2%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
USD 259 k – – –
Sigma Planning Corp
190
Sigma Planning Corp
Michigan
USD 257 k -USD 326 k -7,146 -55%
Goldman Sachs
191
Goldman Sachs
New York
USD 255 k +USD 3.69 k +81 +1%
Franklin Resources
192
Franklin Resources
California
USD 252 k +USD 266 k +5,828 Nuevas
Apollon Wealth Management
193
Apollon Wealth Management
South Carolina
USD 243 k -USD 45.5 k -998 -15%
Vise Technologies
194
Vise Technologies
New York
USD 237 k +USD 250 k +5,480 Nuevas
Langley Wealth Management
195
Langley Wealth Management
Mississippi
USD 235 k +USD 248 k +5,434 Nuevas
O'Shaughnessy Asset Management
196
O'Shaughnessy Asset Management
Connecticut
USD 234 k -USD 180 k -3,957 -42%
Merit Financial Group
197
Merit Financial Group
Georgia
USD 228 k +USD 4.29 k +94 +2%
Acorn Wealth Advisors
198
Acorn Wealth Advisors
Michigan
USD 226 k +USD 238 k +5,213 Nuevas
AMG Asset Management Group
199
AMG Asset Management Group
Georgia
USD 222 k +USD 233 k +5,120 Nuevas
Decision Investments
200
Decision Investments
California
USD 203 k -USD 3.88 k -85 -2%
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