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INDS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Steward Partners Investment Advisory
51
Steward Partners Investment Advisory
New York
USD 14.8 k – – –
Mather Group
52
Mather Group
Illinois
USD 11.9 k -USD 6.44 k -162 -35%
Copia Wealth Management
53
Copia Wealth Management
Oregon
USD 10.9 k – – –
APFP
54
Action Point Financial Planning
Michigan
USD 8.85 k +USD 8.74 k +220 Nuevas
AssetMark Inc
55
AssetMark Inc
California
USD 6.72 k +USD 6.24 k +157 +1,570%
ORG Wealth Partners
56
ORG Wealth Partners
Texas
USD 6.39 k – – –
Hantz Financial Services
57
Hantz Financial Services
Michigan
USD 5 k +USD 5.16 k +130 Nuevas
Keating Financial Advisory Services
58
Keating Financial Advisory Services
Kansas
USD 4.44 k -USD 79 -2 -2%
Geneos Wealth Management
59
Geneos Wealth Management
Colorado
USD 4.22 k – – –
Caitlin John
60
Caitlin John
Michigan
USD 3.82 k – – –
Creative Financial Designs
61
Creative Financial Designs
Indiana
USD 3.5 k – – –
IAIM
62
International Assets Investment Management
Florida
USD 3.24 k – – –
WealthShield Partners
63
WealthShield Partners
North Carolina
USD 2.7 k +USD 795 +20 +43%
Planning Strategies
64
Planning Strategies
Pennsylvania
USD 2.17 k +USD 2.14 k +54 Nuevas
Private Trust Company
65
Private Trust Company
Ohio
USD 1.85 k +USD 755 +19 +70%
SEP
66
Signature Equity Partners
Ohio
USD 1.19 k – – –
Brown, Lisle/Cummings
67
Brown, Lisle/Cummings
Rhode Island
USD 764 -USD 834 -21 -53%
Cornerstone Planning Group
68
Cornerstone Planning Group
New Jersey
USD 622 -USD 278 -7 -32%
1620 Investment Advisors
69
1620 Investment Advisors
Massachusetts
USD 442 – – –
CoreCap Advisors
70
CoreCap Advisors
Michigan
USD 281 – – –
Kestra Advisory Services
71
Kestra Advisory Services
Texas
– -USD 242 k -6,597 Cerradas
Golden State Equity Partners
72
Golden State Equity Partners
California
– -USD 98.8 k -2,690 Cerradas
Advisory Services Network
73
Advisory Services Network
Georgia
– -USD 48 k -1,307 Cerradas
Ashton Thomas Securities
74
Ashton Thomas Securities
New York
– -USD 11 k -300 Cerradas
Investors Portfolio Services
75
Investors Portfolio Services
Washington
– -USD 6.86 k -187 Cerradas
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