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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
PPA
4076
Painted Porch Advisors
California
USD 546 k -USD 183 k -300 -24%
DWM
4077
Daner Wealth Management
Georgia
USD 544 k +USD 17.1 k +28 +3%
CWMS
4078
Cannon Wealth Management Services
North Carolina
USD 544 k +USD 99.1 k +162 +20%
Horizon Kinetics Asset Management
4079
Horizon Kinetics Asset Management
New York
USD 543 k +USD 242 k +396 +70%
BFP
4080
Birchwood Financial Partners
Minnesota
USD 543 k – – –
BC
4081
Burnham & Co
Michigan
USD 542 k +USD 589 k +963 Nuevas
Atwood & Palmer
4082
Atwood & Palmer
Missouri
USD 542 k +USD 27.5 k +45 +5%
SHA
4083
Seneca House Advisors
Virginia
USD 541 k +USD 63.6 k +104 +12%
SFG
4084
Southern Financial Group
Alabama
USD 541 k -USD 13.5 k -22 -2%
Orgel Wealth Management
4085
Orgel Wealth Management
Wisconsin
USD 541 k +USD 25.7 k +42 +5%
LIA
4086
LifePlan Investment Advisors
North Carolina
USD 540 k +USD 43.4 k +71 +8%
PWM
4087
Paulson Wealth Management
Illinois
USD 540 k +USD 4.89 k +8 +0.8%
IAG
4088
Investmark Advisory Group
Connecticut
USD 540 k +USD 69.7 k +114 +14%
LG
4089
LAM Group
Oregon
USD 540 k – – –
LC
4090
Lincoln Capital
Nebraska
USD 539 k +USD 3.67 k +6 +0.6%
LWPC
4091
Legacy Wealth Partners (Colorado)
Colorado
USD 537 k -USD 40.4 k -66 -6%
AWP
4092
Avid Wealth Partners
Texas
USD 536 k -USD 96.6 k -158 -14%
SLG
4093
Sanchez Levi Garrett
USD 536 k +USD 40.4 k +66 +7%
GWA
4094
Genesis Wealth Advisors
Massachusetts
USD 535 k – – –
CFO
4095
Capitol Family Office
Oregon
USD 535 k +USD 119 k +194 +26%
Presilium Private Wealth
4096
Presilium Private Wealth
Pennsylvania
USD 535 k -USD 2.45 k -4 -0.4%
GCP
4097
Gill Capital Partners
Colorado
USD 533 k -USD 6.12 k -10 -1%
BF
4098
Baring Financial
Washington
USD 533 k -USD 3.06 k -5 -0.5%
SWMG
4099
Sard Wealth Management Group
Georgia
USD 533 k +USD 7.34 k +12 +1%
BWM
4100
BankPlus Wealth Management
Mississippi
USD 532 k +USD 125 k +205 +28%
162 163
164
165 166