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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
UBS AM
226
UBS AM
Illinois
USD 441 k – – –
Palisade Asset Management
227
Palisade Asset Management
Minnesota
USD 440 k – – –
Pathstone Holdings
228
Pathstone Holdings
New Jersey
USD 428 k – – –
Sanctuary Advisors
229
Sanctuary Advisors
Indiana
USD 428 k +USD 37.4 k +275 +10%
SkyOak Wealth
230
SkyOak Wealth
Michigan
USD 427 k – – –
Atala Financial
231
Atala Financial
California
USD 426 k – – –
CIA
232
Cape Investment Advisory
Georgia
USD 417 k -USD 44.5 k -327 -10%
One Charles Private Wealth Services
233
One Charles Private Wealth Services
Massachusetts
USD 417 k +USD 416 k +3,056 Nuevas
Cresset Asset Management
234
Cresset Asset Management
Illinois
USD 414 k +USD 92.9 k +683 +29%
Bar Harbor Wealth Management
235
Bar Harbor Wealth Management
New Hampshire
USD 406 k -USD 5.31 k -39 -1%
Ascent Group
236
Ascent Group
Virginia
USD 394 k +USD 392 k +2,882 Nuevas
Steelhead Wealth Management
237
Steelhead Wealth Management
Virginia
USD 388 k – – –
Waddell & Associates
238
Waddell & Associates
Tennessee
USD 386 k – – –
Rockland Trust
239
Rockland Trust
Massachusetts
USD 385 k – – –
HB Wealth Management
240
HB Wealth Management
Georgia
USD 384 k – – –
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
USD 381 k +USD 380 k +2,792 Nuevas
SF
242
Symphony Financial
Texas
USD 380 k +USD 16.9 k +124 +5%
Ignite Planners
243
Ignite Planners
California
USD 376 k +USD 374 k +2,751 Nuevas
Kera Capital Partners
244
Kera Capital Partners
California
USD 375 k +USD 374 k +2,747 Nuevas
Burke & Herbert Bank & Trust
245
Burke & Herbert Bank & Trust
Virginia
USD 373 k – – –
RASP Wealth Solutions
246
RASP Wealth Solutions
Indiana
USD 372 k +USD 370 k +2,720 Nuevas
Diversify Wealth Management
247
Diversify Wealth Management
Utah
USD 368 k +USD 47.5 k +349 +15%
Diversify Advisory Services
248
Diversify Advisory Services
Utah
USD 368 k +USD 364 k +2,676 Nuevas
McKinley Carter Wealth Services
249
McKinley Carter Wealth Services
West Virginia
USD 362 k – – –
Huntington National Bank
250
Huntington National Bank
Ohio
USD 359 k – – –