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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Corient IA
1001
Corient IA
Florida
USD 300 k – – –
Everhart Financial Group
1002
Everhart Financial Group
Ohio
USD 299 k – – –
ASG
1003
Advisory Solutions Group
Minnesota
USD 297 k +USD 363 k +8,919 Nuevas
Evergreen Wealth Solutions
1004
Evergreen Wealth Solutions
Pennsylvania
USD 295 k +USD 334 k +8,222 Nuevas
Acropolis Investment Management
1005
Acropolis Investment Management
Missouri
USD 294 k +USD 55 k +1,352 +18%
Greenline Partners
1006
Greenline Partners
New York
USD 293 k -USD 325 -8 -0.1%
ATX Financial Planning
1007
ATX Financial Planning
Texas
USD 293 k +USD 5.12 k +126 +1%
Willner & Heller
1008
Willner & Heller
California
USD 292 k – – –
TRB Wealth Management
1009
TRB Wealth Management
Texas
USD 292 k -USD 94.9 k -2,334 -21%
RIS
1010
Richmond Investment Services
Wisconsin
USD 292 k -USD 272 k -6,685 -43%
EntreWealth
1011
EntreWealth
Texas
USD 292 k +USD 109 k +2,684 +51%
SIM
1012
Synergy Investment Management
Florida
USD 291 k +USD 28.9 k +711 +9%
Novem Group
1013
Novem Group
New York
USD 291 k +USD 355 k +8,727 Nuevas
Entelevest
1014
Entelevest
Florida
USD 290 k -USD 19.6 k -483 -5%
Midwest Financial Partners Investments
1015
Midwest Financial Partners Investments
Minnesota
USD 287 k – – –
Indivisible Partners
1016
Indivisible Partners
Florida
USD 287 k +USD 350 k +8,615 Nuevas
Sagespring Wealth Partners
1017
Sagespring Wealth Partners
Tennessee
USD 287 k -USD 121 k -2,966 -26%
Verus Financial Partners
1018
Verus Financial Partners
Virginia
USD 286 k – – –
Avaii Wealth Management
1019
Avaii Wealth Management
Wisconsin
USD 285 k -USD 29.2 k -718 -8%
Greenwich Wealth Management
1020
Greenwich Wealth Management
Connecticut
USD 284 k +USD 41.5 k +1,020 +14%
Cardinal Point Capital Management
1021
Cardinal Point Capital Management
Ontario, Canada
USD 283 k -USD 62 k -1,525 -15%
Riggs Asset Management
1022
Riggs Asset Management
Pennsylvania
USD 283 k -USD 1.99 k -49 -0.6%
Crewe Advisors
1023
Crewe Advisors
Utah
USD 282 k +USD 5.37 k +132 +2%
Significant Wealth Partners
1024
Significant Wealth Partners
Illinois
USD 282 k +USD 94.1 k +2,313 +38%
XY Planning Network
1025
XY Planning Network
Montana
USD 282 k +USD 69.9 k +1,719 +25%