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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Kayne Anderson Capital Advisors
1
Kayne Anderson Capital Advisors
California
USD 10.3 M – – –
AAA
2
AG Asset Advisory
California
USD 7.59 M – – –
Axxcess Wealth Management
3
Axxcess Wealth Management
California
USD 2.79 M +USD 2.79 M +108,377 Nuevas
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
USD 2.55 M +USD 1.62 M +62,903 +173%
Encompass More Asset Management
5
Encompass More Asset Management
California
USD 2.05 M +USD 2.06 M +79,747 Nuevas
CreativeOne Wealth
6
CreativeOne Wealth
Kansas
USD 1.75 M +USD 361 k +13,994 +26%
EWA
7
Exit Wealth Advisors
Georgia
USD 1.54 M +USD 923 k +35,810 +148%
Raymond James Financial
8
Raymond James Financial
Florida
USD 1.53 M – – –
Belpointe Asset Management
9
Belpointe Asset Management
Nevada
USD 1.48 M -USD 74 k -2,870 -5%
Magnus Financial Group
10
Magnus Financial Group
New York
USD 1.13 M -USD 980 k -38,018 -46%
Pekin Hardy Strauss
11
Pekin Hardy Strauss
Illinois
USD 943 k +USD 90.2 k +3,500 +11%
United Capital Financial Advisors
12
United Capital Financial Advisors
Texas
USD 828 k – – –
HB Wealth Management
13
HB Wealth Management
Georgia
USD 817 k – – –
Jane Street
14
Jane Street
New York
USD 786 k +USD 457 k +17,711 +138%
AIA
15
Accelerate Investment Advisors
California
USD 662 k – – –
MWM
16
Mosley Wealth Management
California
USD 630 k +USD 632 k +24,513 Nuevas
SteelPeak Wealth
17
SteelPeak Wealth
California
USD 501 k +USD 503 k +19,504 Nuevas
Corient Private Wealth
18
Corient Private Wealth
Florida
USD 343 k – – –
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
USD 271 k +USD 271 k +10,510 Nuevas
Bank of America
20
Bank of America
North Carolina
USD 250 k +USD 251 k +9,720 Nuevas
HBW
21
Hazlett, Burt & Watson
West Virginia
USD 21 k +USD 335 +13 +2%
Citadel Advisors
22
Citadel Advisors
Florida
– -USD 647 k -25,449 Cerradas