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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HC
4976
Hara Capital
Washington
USD 85.6 k +USD 92.9 k +152 Nuevas
3FI
4977
3 Factor Indexing
California
USD 85.1 k – – –
MSFP
4978
Mark Sheptoff Financial Planning
Connecticut
USD 84.5 k +USD 39.7 k +65 +76%
HWM
4979
HighMark Wealth Management
Minnesota
USD 83.8 k -USD 21.4 k -35 -19%
DF
4980
Downshift Financial
Colorado
USD 78.9 k +USD 85.6 k +140 Nuevas
Disciplina Capital Management
4981
Disciplina Capital Management
Tennessee
USD 78.6 k +USD 611 +1 +0.7%
GA
4982
GFS Advisors
Texas
USD 77.8 k -USD 67.9 k -111 -1%
CBT
4983
CoreFirst Bank & Trust
Kansas
USD 77.2 k – – –
AAG
4984
Accordant Advisory Group
Maryland
USD 76.6 k – – –
BFS
4985
Beacon Financial Strategies
North Carolina
USD 76.6 k – – –
PFO
4986
Pioneer Family Office
Florida
USD 76.6 k -USD 301 k -492 -78%
CFS
4987
CGC Financial Services
Oregon
USD 76.6 k – – –
LAS
4988
Lloyd Advisory Services
Georgia
USD 72.9 k -USD 160 k -262 -67%
BMC
4989
Bear Mountain Capital
Washington
USD 72.7 k – – –
CWM
4990
Cranbrook Wealth Management
Michigan
USD 72.3 k -USD 3.06 k -5 -4%
MCP
4991
Miller Capital Partners
Michigan
USD 71 k – – –
BGA
4992
Battery Global Advisors
Massachusetts
USD 70.9 k – – –
FF
4993
Friedenthal Financial
New Jersey
USD 70.5 k – – –
BDPWM
4994
Barnes Dennig Private Wealth Management
Ohio
USD 70.4 k -USD 74.6 k -122 -49%
VARA
4995
Value Aligned Research Advisors
New Jersey
USD 69.8 k +USD 75.8 k +124 Nuevas
BCM
4996
Birch Capital Management
Texas
USD 68.2 k – – –
LC
4997
Luminist Capital
Michigan
USD 67.6 k +USD 73.4 k +120 Nuevas
DCM
4998
Dorato Capital Management
Colorado
USD 66.9 k – – –
UFF
4999
USA Financial Formulas
Michigan
USD 64.8 k +USD 69.1 k +113 +5,650%
GCM
5000
Glynn Capital Management
California
USD 64.2 k – – –
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200
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