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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Argos Wealth Advisors
126
Argos Wealth Advisors
California
USD 33.3 M +USD 913 k +10,755 +2%
Beacon Pointe Advisors
127
Beacon Pointe Advisors
California
USD 32.6 M -USD 2.06 M -24,289 -5%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
USD 32.2 M -USD 240 k -2,823 -0.7%
Spinnaker Trust
129
Spinnaker Trust
Maine
USD 31.9 M +USD 413 k +4,867 +1%
WESCAP Management Group
130
WESCAP Management Group
California
USD 31.8 M -USD 594 k -6,997 -2%
Sagespring Wealth Partners
131
Sagespring Wealth Partners
Tennessee
USD 31.3 M +USD 1.54 M +18,167 +5%
BFSG LLC
132
BFSG LLC
California
USD 30.1 M +USD 943 k +11,108 +3%
Partners Capital Investment Group
133
Partners Capital Investment Group
Massachusetts
USD 30 M -USD 730 k -8,601 -2%
VM
134
VPR Management
Texas
USD 29.9 M – – –
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
USD 29.4 M -USD 1.09 M -12,820 -2%
TRUE Private Wealth Advisors
136
TRUE Private Wealth Advisors
Oregon
USD 29.4 M +USD 15.6 M +183,599 +89%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
USD 28.8 M +USD 20.5 M +241,094 +173%
Independent Family Office
138
Independent Family Office
New York
USD 28.4 M +USD 193 k +2,271 +0.6%
Concurrent Investment Advisors
139
Concurrent Investment Advisors
Florida
USD 28.3 M +USD 1.78 M +20,974 +6%
Equitable Holdings
140
Equitable Holdings
New York
USD 28.1 M -USD 27.1 M -318,876 -46%
First Foundation Advisors
141
First Foundation Advisors
California
USD 27.1 M +USD 984 k +11,589 +3%
Quent Capital
142
Quent Capital
New York
USD 26.8 M +USD 202 k +2,374 +0.7%
Shah Wealth Advisors
143
Shah Wealth Advisors
California
USD 26.8 M +USD 30.2 M +355,328 Nuevas
Leavell Investment Management
144
Leavell Investment Management
Alabama
USD 26.7 M +USD 2.55 M +30,009 +9%
Waverly Advisors
145
Waverly Advisors
Alabama
USD 26.7 M +USD 20.7 M +244,140 +223%
VWM
146
VCI Wealth Management
Missouri
USD 26.2 M +USD 2.5 M +29,399 +9%
Chemistry Wealth Management
147
Chemistry Wealth Management
New York
USD 26.1 M +USD 44 k +518 +0.1%
Modern Wealth Management
148
Modern Wealth Management
Kansas
USD 26.1 M +USD 5.5 M +64,780 +23%
Perigon Wealth Management
149
Perigon Wealth Management
California
USD 26 M +USD 190 k +2,244 +0.7%
Arkos Global Advisors
150
Arkos Global Advisors
Texas
USD 25.9 M +USD 1.55 M +18,288 +6%