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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Accordant Advisory Group
1951
Accordant Advisory Group
Maryland
USD 915 k – – –
Gateway Wealth Partners
1952
Gateway Wealth Partners
Wisconsin
USD 914 k -USD 513 k -1,689 -44%
BlackDiamond Wealth Management
1953
BlackDiamond Wealth Management
New York
USD 913 k +USD 125 k +412 +16%
Balentine LLC
1954
Balentine LLC
Georgia
USD 913 k +USD 640 k +2,107 Nuevas
Pragma Gestao de Patrimonio
1955
Pragma Gestao de Patrimonio
Brazil
USD 910 k +USD 637 k +2,100 Nuevas
Optimist Retirement Group
1956
Optimist Retirement Group
Washington
USD 908 k +USD 24.9 k +82 +4%
Rakuten Securities
1957
Rakuten Securities
Japan
USD 906 k +USD 95.3 k +314 +18%
Global Assets Advisory
1958
Global Assets Advisory
Florida
USD 906 k +USD 715 k +2,355 Nuevas
David J. Yvars Group
1959
David J. Yvars Group
Florida
USD 906 k +USD 634 k +2,090 Nuevas
Heritage Wealth Management (Ohio)
1960
Heritage Wealth Management (Ohio)
Ohio
USD 905 k +USD 634 k +2,089 Nuevas
Ridgepath Capital Management
1961
Ridgepath Capital Management
Tennessee
USD 901 k – – –
Teucrium Investment Advisors
1962
Teucrium Investment Advisors
Vermont
USD 901 k -USD 776 k -2,557 -55%
OL
1963
Odyssean LLC
Connecticut
USD 900 k – – –
Cornerstone Advisory
1964
Cornerstone Advisory
Maryland
USD 898 k +USD 31 k +102 +5%
Avantra Family Wealth
1965
Avantra Family Wealth
Pennsylvania
USD 896 k +USD 123 k +404 +24%
CFA
1966
Collaborative Fund Advisors
Nevada
USD 896 k +USD 627 k +2,067 Nuevas
Excalibur Management
1967
Excalibur Management
Massachusetts
USD 896 k -USD 4.55 k -15 -0.7%
Bank Pictet & Cie (Europe)
1968
Bank Pictet & Cie (Europe)
Germany
USD 894 k -USD 182 k -601 -23%
Csenge Advisory Group
1969
Csenge Advisory Group
Florida
USD 893 k +USD 27.3 k +90 +5%
TDB
1970
Thompson David Blair
USD 892 k +USD 159 k +523 +34%
Retirement Income Solutions
1971
Retirement Income Solutions
Michigan
USD 892 k – – –
George Kaiser Family Foundation
1972
George Kaiser Family Foundation
Oklahoma
USD 892 k -USD 1.05 M -3,456 -63%
PGCM
1973
Prescott Group Capital Management
Oklahoma
USD 892 k -USD 1.05 M -3,456 -63%
Integras Partners
1974
Integras Partners
Georgia
USD 888 k – – –
Capital Asset Advisory Services
1975
Capital Asset Advisory Services
Michigan
USD 886 k -USD 134 k -440 -18%