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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
APFP
3001
Action Point Financial Planning
Michigan
USD 519 k +USD 482 k +1,482 Nuevas
AmeriFlex Group
3002
AmeriFlex Group
Nevada
USD 514 k -USD 22.4 k -69 -5%
JVL Associates
3003
JVL Associates
Michigan
USD 514 k +USD 5.2 k +16 +1%
AIM
3004
Axiom Investment Management
New York
USD 513 k +USD 12.4 k +38 +3%
Prevail Innovative Wealth Advisors
3005
Prevail Innovative Wealth Advisors
Kansas
USD 513 k -USD 1.79 M -5,490 -79%
Prasad Wealth Partners
3006
Prasad Wealth Partners
Ohio
USD 513 k -USD 1.3 k -4 -0.3%
TrustWell Financial Advisors
3007
TrustWell Financial Advisors
Florida
USD 513 k – – –
Financial Enhancement Group
3008
Financial Enhancement Group
Indiana
USD 511 k +USD 20.8 k +64 +5%
Sippican Capital Advisors
3009
Sippican Capital Advisors
Massachusetts
USD 511 k – – –
Snider Financial Group
3010
Snider Financial Group
Washington
USD 511 k +USD 325 +1 +0.1%
Nestegg Advisors
3011
Nestegg Advisors
New York
USD 511 k +USD 2.93 k +9 +0.6%
Pacific Park Financial
3012
Pacific Park Financial
California
USD 510 k – – –
Riverstone Advisors
3013
Riverstone Advisors
Texas
USD 510 k +USD 75.8 k +233 +19%
Symmetry Partners
3014
Symmetry Partners
Connecticut
USD 510 k +USD 226 k +695 +93%
SLA
3015
Silver Lake Advisory
Utah
USD 509 k +USD 3.58 k +11 +0.8%
Atlantic Edge Private Wealth Management
3016
Atlantic Edge Private Wealth Management
Florida
USD 509 k -USD 17.9 k -55 -4%
Wellspring Financial Advisors
3017
Wellspring Financial Advisors
Ohio
USD 505 k -USD 167 k -513 -26%
Sonoma Allocations
3018
Sonoma Allocations
California
USD 505 k -USD 46.5 k -143 -9%
S Harris Financial Group
3019
S Harris Financial Group
Texas
USD 505 k -USD 72.2 k -222 -13%
Arcadia Wealth Management (New York)
3020
Arcadia Wealth Management (New York)
New York
USD 505 k – – –
Private Client Services
3021
Private Client Services
Kentucky
USD 505 k -USD 16.3 k -50 -3%
Eagle Wealth Advisors
3022
Eagle Wealth Advisors
Connecticut
USD 504 k +USD 26.4 k +81 +6%
Alpha Financial Partners
3023
Alpha Financial Partners
Kentucky
USD 504 k -USD 39 k -120 -8%
Ponta Wealth Partners
3024
Ponta Wealth Partners
Florida
USD 504 k +USD 169 k +518 +57%
Lifestyle Asset Management
3025
Lifestyle Asset Management
Texas
USD 503 k +USD 19.5 k +60 +4%