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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
ACA
4226
Aspire Capital Advisors
Washington
USD 459 k -USD 14.1 k -23 -3%
GR Financial Group
4227
GR Financial Group
Arizona
USD 458 k +USD 41.6 k +68 +9%
MCM
4228
Marathon Capital Management
Maryland
USD 457 k +USD 497 k +812 Nuevas
CWL
4229
Causey Wealth LLC
Colorado
USD 457 k – – –
WFPG
4230
Waller Financial Planning Group
Ohio
USD 456 k +USD 91.1 k +149 +23%
PK
4231
Pflug Koory
Nebraska
USD 456 k +USD 15.3 k +25 +3%
CI
4232
Corient IA
Florida
USD 456 k – – –
BFG
4233
Beto Financial Group
Idaho
USD 456 k +USD 22.6 k +37 +6%
BWA
4234
BlueChip Wealth Advisors
Georgia
USD 455 k +USD 1.22 k +2 +0.2%
TF
4235
Tenon Financial
New Jersey
USD 455 k -USD 3.67 k -6 -0.7%
Three Arch Wealth Management
4236
Three Arch Wealth Management
California
USD 455 k +USD 119 k +194 +32%
PS
4237
Planning Strategies
Pennsylvania
USD 454 k +USD 492 k +805 Nuevas
LFA
4238
Level Financial Advisors
New York
USD 452 k -USD 7.34 k -12 -1%
Pathway Financial Advisors
4239
Pathway Financial Advisors
Vermont
USD 452 k -USD 1.83 k -3 -0.4%
HAFS
4240
Hapanowicz & Associates Financial Services
Pennsylvania
USD 451 k – – –
Triasima Portfolio Management
4241
Triasima Portfolio Management
Quebec, Canada
USD 451 k -USD 944 k -1,543 -66%
KA
4242
Kozak & Associates
Colorado
USD 451 k -USD 102 k -167 -18%
LCM
4243
Lattice Capital Management
Washington
USD 451 k – – –
WOSD
4244
WFA of San Diego
California
USD 450 k -USD 179 k -292 -28%
Security National Bank
4245
Security National Bank
Nebraska
USD 450 k -USD 111 k -181 -18%
Pembroke Management
4246
Pembroke Management
Quebec, Canada
USD 450 k -USD 1.22 k -2 -0.3%
Summit Asset Management
4247
Summit Asset Management
Tennessee
USD 449 k -USD 26.3 k -43 -5%
IA
4248
Invested Advisors
Pennsylvania
USD 448 k -USD 25.7 k -42 -5%
Grandfield & Dodd
4249
Grandfield & Dodd
New York
USD 448 k -USD 18.3 k -30 -4%
Palisade Asset Management
4250
Palisade Asset Management
Minnesota
USD 448 k – – –
168 169
170
171 172