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GCOW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Global Retirement Partners
201
Global Retirement Partners
California
USD 201 k +USD 211 k +4,634 Nuevas
Ameritas Advisory Services
202
Ameritas Advisory Services
Nebraska
USD 200 k +USD 210 k +4,608 Nuevas
Silver Oak Securities
203
Silver Oak Securities
Tennessee
USD 187 k -USD 103 k -2,250 -34%
AmeriFlex Group
204
AmeriFlex Group
Nevada
USD 154 k +USD 162 k +3,554 Nuevas
Eastern Bank
205
Eastern Bank
Massachusetts
USD 124 k – – –
Centerpoint Advisors
206
Centerpoint Advisors
Massachusetts
USD 119 k +USD 125 k +2,750 Nuevas
Murphy & Mullick Capital Management
207
Murphy & Mullick Capital Management
New York
USD 114 k +USD 85.5 k +1,875 +250%
Holos Integrated Wealth
208
Holos Integrated Wealth
Pennsylvania
USD 104 k – – –
Private Trust Company
209
Private Trust Company
Ohio
USD 97.5 k +USD 29.7 k +651 +41%
Capital Investment Advisory Services
210
Capital Investment Advisory Services
North Carolina
USD 87.8 k +USD 92.4 k +2,027 Nuevas
Tripletail Wealth Management
211
Tripletail Wealth Management
Florida
USD 85.3 k +USD 4.56 k +100 +5%
CoreCap Advisors
212
CoreCap Advisors
Michigan
USD 84.8 k +USD 228 +5 +0.3%
Lodestone Wealth Management
213
Lodestone Wealth Management
Washington
USD 84.6 k +USD 821 +18 +0.9%
Robinswood Financial
214
Robinswood Financial
Washington
USD 84.2 k – – –
Atlantic Union Bankshares
215
Atlantic Union Bankshares
Virginia
USD 78.4 k – – –
Smartleaf Asset Management
216
Smartleaf Asset Management
Massachusetts
USD 71.9 k – – –
Innovative Asset Advisors Group
217
Innovative Asset Advisors Group
Connecticut
USD 69.2 k +USD 72.9 k +1,598 Nuevas
AE Wealth Management
218
AE Wealth Management
Kansas
USD 65.7 k -USD 13.1 M -287,418 -99%
Key Financial Inc
219
Key Financial Inc
Pennsylvania
USD 53.6 k – – –
Allworth Financial
220
Allworth Financial
California
USD 51.3 k – – –
Larson Financial Group
221
Larson Financial Group
Missouri
USD 51.1 k +USD 228 +5 +0.4%
Copia Wealth Management
222
Copia Wealth Management
Oregon
USD 49.8 k – – –
MWM
223
Mascoma Wealth Management
New Hampshire
USD 46.5 k – – –
Cheviot Value Management
224
Cheviot Value Management
California
USD 43.3 k +USD 45.6 k +1,000 Nuevas
Wolff Wiese Magana
225
Wolff Wiese Magana
California
USD 39.1 k +USD 10.9 k +240 +36%
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