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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
WMA
1901
Wealth Management Associates
New Jersey
USD 243 k – – –
EWM
1902
Elmwood Wealth Management
California
USD 243 k +USD 237 k +467 Nuevas
AA
1903
Auxano Advisors
Washington
USD 242 k – – –
TFP
1904
Tilia Fiduciary Partners
North Carolina
USD 242 k – – –
CA
1905
Carson Advisory
Georgia
USD 241 k +USD 7.09 k +14 +3%
AA
1906
Argent Advisors
Louisiana
USD 240 k – – –
L.J. Altfest & Co
1907
L.J. Altfest & Co
New York
USD 240 k +USD 234 k +462 Nuevas
ACC
1908
Acorn Creek Capital
Colorado
USD 240 k -USD 3.54 k -7 -1%
Alpine Bank Wealth Management
1909
Alpine Bank Wealth Management
Colorado
USD 239 k +USD 233 k +461 Nuevas
ABLE Financial Group
1910
ABLE Financial Group
Arizona
USD 239 k -USD 25.3 k -50 -10%
LWM
1911
Lakeridge Wealth Management
Ohio
USD 238 k +USD 9.12 k +18 +4%
Bangor Savings Bank
1912
Bangor Savings Bank
Maine
USD 237 k +USD 43.1 k +85 +23%
PHWM
1913
Pine Harbor Wealth Management
Maryland
USD 237 k – – –
LMCG Investments
1914
LMCG Investments
Massachusetts
USD 237 k – – –
FWP
1915
Flatrock Wealth Partners
California
USD 236 k -USD 11.1 k -22 -5%
American Trust
1916
American Trust
Kentucky
USD 236 k -USD 10.1 k -20 -4%
KMWM
1917
Keudell/Morrison Wealth Management
Oregon
USD 236 k +USD 12.7 k +25 +6%
Knightsbridge Asset Management
1918
Knightsbridge Asset Management
California
USD 236 k -USD 3.04 k -6 -1%
DAC
1919
Dutch Asset Corp
New York
USD 234 k +USD 228 k +451 Nuevas
Meridian Wealth Partners
1920
Meridian Wealth Partners
Pennsylvania
USD 234 k +USD 2.03 k +4 +0.9%
Meyer Handelman Company
1921
Meyer Handelman Company
New York
USD 234 k – – –
STALEY CAPITAL ADVISERS
1922
STALEY CAPITAL ADVISERS
Pennsylvania
USD 234 k – – –
Madison Wealth Partners
1923
Madison Wealth Partners
Wisconsin
USD 233 k +USD 20.8 k +41 +10%
Eclectic Associates
1924
Eclectic Associates
California
USD 233 k – – –
SFS
1925
Stiles Financial Services
Minnesota
USD 233 k -USD 55.7 k -110 -20%