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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Dougherty Wealth Advisers
2026
Dougherty Wealth Advisers
Minnesota
USD 369 k – – –
Aspiriant LLC
2027
Aspiriant LLC
California
USD 369 k -USD 28.9 k -159 -10%
Verdad Advisers
2028
Verdad Advisers
Massachusetts
USD 368 k +USD 262 k +1,442 Nuevas
Physicians Financial Services
2029
Physicians Financial Services
North Carolina
USD 368 k +USD 262 k +1,442 Nuevas
WG
2030
Wealth Group
North Carolina
USD 368 k +USD 262 k +1,442 Nuevas
Phillip James Consulting
2031
Phillip James Consulting
Minnesota
USD 368 k – – –
Evergreen Private Wealth
2032
Evergreen Private Wealth
Colorado
USD 367 k – – –
MFA Wealth Advisors
2033
MFA Wealth Advisors
Pennsylvania
USD 367 k +USD 261 k +1,437 Nuevas
PFG Advisors
2034
PFG Advisors
Arizona
USD 366 k -USD 14.4 k -79 -5%
Waters Parkerson & Co
2035
Waters Parkerson & Co
Louisiana
USD 363 k +USD 259 k +1,423 Nuevas
Anchyra Partners
2036
Anchyra Partners
Georgia
USD 363 k +USD 259 k +1,421 Nuevas
Fulton Breakefield Broenniman
2037
Fulton Breakefield Broenniman
Maryland
USD 363 k +USD 259 k +1,421 Nuevas
Inspire Advisors
2038
Inspire Advisors
Idaho
USD 361 k -USD 46.9 k -258 -15%
HIS
2039
Horizon Investment Services
Indiana
USD 360 k +USD 257 k +1,410 Nuevas
FAS Wealth Partners
2040
FAS Wealth Partners
Kansas
USD 359 k +USD 256 k +1,407 Nuevas
Patrick M. Sweeney & Associates
2041
Patrick M. Sweeney & Associates
Illinois
USD 359 k +USD 256 k +1,405 Nuevas
Burke & Herbert Bank & Trust
2042
Burke & Herbert Bank & Trust
Virginia
USD 359 k +USD 255 k +1,404 Nuevas
Beaton Management Company
2043
Beaton Management Company
Massachusetts
USD 358 k +USD 255 k +1,400 Nuevas
Eubel Brady & Suttman Asset Management
2044
Eubel Brady & Suttman Asset Management
Ohio
USD 358 k +USD 255 k +1,403 Nuevas
AIA
2045
AIMZ Investment Advisors
California
USD 358 k +USD 255 k +1,400 Nuevas
Third View Private Wealth
2046
Third View Private Wealth
Connecticut
USD 356 k +USD 254 k +1,394 Nuevas
Good Steward Wealth Advisors
2047
Good Steward Wealth Advisors
Tennessee
USD 356 k -USD 22.6 k -124 -8%
Manhattan West Asset Management
2048
Manhattan West Asset Management
California
USD 355 k +USD 253 k +1,389 Nuevas
Astoria Portfolio Advisors
2049
Astoria Portfolio Advisors
New York
USD 355 k +USD 18.4 k +101 +8%
Richard C. Young & Co
2050
Richard C. Young & Co
Rhode Island
USD 354 k +USD 252 k +1,387 Nuevas