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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Edgewood Management
1901
Edgewood Management
Connecticut
USD 656 k +USD 738 k +1,781 Nuevas
GAA
1902
Guardian Asset Advisors
Pennsylvania
USD 655 k -USD 5.39 k -13 -0.7%
Beacon Investment Advisory Services
1903
Beacon Investment Advisory Services
New Jersey
USD 654 k -USD 133 k -320 -15%
Windsor Capital Management
1904
Windsor Capital Management
Arizona
USD 653 k – – –
Prosperity Financial Group
1905
Prosperity Financial Group
California
USD 649 k -USD 82.9 k -200 -10%
OneAscent Wealth Management
1906
OneAscent Wealth Management
Alabama
USD 648 k +USD 41.4 k +100 +6%
Physician Wealth Advisors
1907
Physician Wealth Advisors
Utah
USD 648 k +USD 164 k +397 +29%
DBK Financial Counsel
1908
DBK Financial Counsel
Ohio
USD 647 k -USD 457 k -1,103 -39%
BOK Financial
1909
BOK Financial
Oklahoma
USD 647 k -USD 5.43 M -13,111 -88%
PIMG
1910
Patriot Investment Management Group
Tennessee
USD 645 k -USD 101 k -243 -12%
Human Investing
1911
Human Investing
Oregon
USD 644 k – – –
Mascagni Wealth Management
1912
Mascagni Wealth Management
Mississippi
USD 644 k -USD 55.1 k -133 -7%
Tempus Wealth Planning
1913
Tempus Wealth Planning
California
USD 643 k -USD 9.9 k -24 -1%
Duncker Streett & Co
1914
Duncker Streett & Co
Missouri
USD 643 k – – –
Redwood Family Wealth
1915
Redwood Family Wealth
Texas
USD 642 k +USD 101 k +244 +16%
VSM Wealth Advisory
1916
VSM Wealth Advisory
Maryland
USD 642 k – – –
Signature Wealth Management Partners
1917
Signature Wealth Management Partners
New Jersey
USD 641 k +USD 325 k +785 +82%
Cornerstone Wealth Group
1918
Cornerstone Wealth Group
North Carolina
USD 640 k -USD 106 k -256 -13%
Helen Stephens Group
1919
Helen Stephens Group
Texas
USD 640 k – – –
Auxano Advisors
1920
Auxano Advisors
Washington
USD 639 k -USD 255 k -616 -26%
Halbert Hargrove Global Advisors
1921
Halbert Hargrove Global Advisors
California
USD 638 k +USD 618 k +1,491 +616%
Lotus Asset Management
1922
Lotus Asset Management
Tennessee
USD 638 k +USD 717 k +1,731 Nuevas
MAS
1923
Madden Advisory Services
Florida
USD 637 k -USD 2.49 k -6 -0.3%
Fortress Financial Group
1924
Fortress Financial Group
Minnesota
USD 636 k – – –
Texas Capital Bank Wealth Management Services
1925
Texas Capital Bank Wealth Management Services
Texas
USD 635 k – – –