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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Vantus Wealth
1901
Vantus Wealth
Pennsylvania
USD 824 k +USD 690 k +2,204 Nuevas
Chapin Davis
1902
Chapin Davis
Maryland
USD 822 k -USD 691 k -2,207 -50%
Key Client Fiduciary Advisors
1903
Key Client Fiduciary Advisors
New Jersey
USD 821 k -USD 22.5 k -72 -3%
Market Street Wealth Management Advisors
1904
Market Street Wealth Management Advisors
Indiana
USD 819 k +USD 31 k +99 +5%
WealthPLAN Partners
1905
WealthPLAN Partners
Nebraska
USD 818 k +USD 52.9 k +169 +8%
Old North State Wealth Management
1906
Old North State Wealth Management
North Carolina
USD 818 k +USD 29.7 k +95 +5%
Sage Rhino Capital
1907
Sage Rhino Capital
California
USD 817 k +USD 11.3 k +36 +2%
MHR
1908
Matthew Hamilton Rosenberg
USD 815 k -USD 15.3 k -49 -2%
BlueSpruce Investments
1909
BlueSpruce Investments
Illinois
USD 815 k +USD 683 k +2,180 Nuevas
WMS Group
1910
WMS Group
Louisiana
USD 814 k +USD 682 k +2,179 Nuevas
Core Wealth Partners
1911
Core Wealth Partners
California
USD 814 k +USD 34.4 k +110 +5%
Courage Miller Partners
1912
Courage Miller Partners
Virginia
USD 813 k – – –
Greykasell Wealth Strategies
1913
Greykasell Wealth Strategies
California
USD 813 k +USD 42.9 k +137 +7%
AW
1914
Atlas Wealth
Ohio
USD 812 k +USD 6.26 k +20 +0.9%
Grandview Asset Management
1915
Grandview Asset Management
Pennsylvania
USD 811 k +USD 132 k +423 +24%
Byrne Financial Freedom
1916
Byrne Financial Freedom
Massachusetts
USD 810 k +USD 40.7 k +130 +6%
NBZ Investment Advisors
1917
NBZ Investment Advisors
Tennessee
USD 810 k +USD 679 k +2,168 Nuevas
Kintegral Advisory
1918
Kintegral Advisory
New York
USD 810 k – – –
Wellspring Financial Advisors
1919
Wellspring Financial Advisors
Ohio
USD 810 k -USD 87.7 k -280 -11%
Prota Financial
1920
Prota Financial
Texas
USD 809 k +USD 50.4 k +161 +8%
St Louis Trust
1921
St Louis Trust
Missouri
USD 807 k – – –
Hartford Financial Management
1922
Hartford Financial Management
Connecticut
USD 806 k – – –
Alesco Advisors
1923
Alesco Advisors
New York
USD 806 k +USD 23.2 k +74 +4%
CJM Wealth Advisers
1924
CJM Wealth Advisers
Virginia
USD 805 k +USD 3.44 k +11 +0.5%
NICM
1925
Neo Ivy Capital Management
New York
USD 805 k +USD 674 k +2,154 Nuevas