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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CFO
3701
Custos Family Office
Texas
USD 811 k -USD 95.4 k -156 -10%
HA
3702
Hamel Associates
New Jersey
USD 811 k +USD 27.5 k +45 +3%
IW
3703
Instrumental Wealth
Florida
USD 809 k -USD 8.56 k -14 -1%
GSC
3704
G&S Capital
Colorado
USD 807 k -USD 147 k -241 -14%
Camden National Bank
3705
Camden National Bank
Maine
USD 806 k +USD 15.9 k +26 +2%
SAMT
3706
Select Asset Management & Trust
Pennsylvania
USD 804 k +USD 15.3 k +25 +2%
OPWM
3707
Oregon Pacific Wealth Management
Oregon
USD 804 k -USD 4.89 k -8 -0.6%
IPW
3708
Intergy Private Wealth
Colorado
USD 801 k +USD 55 k +90 +7%
KW
3709
Keyvantage Wealth
Pennsylvania
USD 800 k -USD 122 k -200 -12%
WFM
3710
Wolff Financial Management
Michigan
USD 800 k – – –
Elm Partners Management
3711
Elm Partners Management
Pennsylvania
USD 800 k -USD 7.95 k -13 -0.9%
GPW
3712
Gentry Private Wealth
Kansas
USD 799 k +USD 112 k +183 +15%
SFCL
3713
Strengthening Families & Communities LLC
Massachusetts
USD 798 k -USD 4.28 k -7 -0.5%
WH
3714
Willner & Heller
California
USD 795 k +USD 25.1 k +41 +3%
IFO
3715
Independent Family Office
New York
USD 794 k – – –
Ninety One
3716
Ninety One
South Africa
USD 792 k -USD 18.5 M -30,250 -95%
RCP
3717
Rothschild Capital Partners
New York
USD 790 k -USD 515 k -843 -38%
VAMG
3718
Voisard Asset Management Group
Michigan
USD 789 k -USD 19 k -31 -2%
WCM
3719
Winthrop Capital Management
Indiana
USD 788 k +USD 26.3 k +43 +3%
SLC
3720
Second Line Capital
Louisiana
USD 787 k -USD 3.8 M -6,219 -82%
BlueCrest Capital Management
3721
BlueCrest Capital Management
Jersey
USD 786 k +USD 854 k +1,396 Nuevas
AFO
3722
Arrowroot Family Office
California
USD 785 k +USD 379 k +620 +80%
FEM
3723
Fulcrum Equity Management
Texas
USD 785 k -USD 64.2 k -105 -7%
DWA
3724
Dougherty Wealth Advisers
Minnesota
USD 785 k – – –
SFG
3725
Sather Financial Group
Texas
USD 785 k +USD 47.1 k +77 +6%
147 148
149
150 151