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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
VELA Investment Management
1201
VELA Investment Management
Ohio
USD 940 k – – –
WA
1202
WP Advisors
California
USD 939 k +USD 936 k +9,456 Nuevas
NorthCrest Asset Manangement
1203
NorthCrest Asset Manangement
Minnesota
USD 938 k -USD 491 k -4,962 -37%
Concord Asset Management (Virginia)
1204
Concord Asset Management (Virginia)
Virginia
USD 938 k -USD 550 k -5,559 -37%
Mengis Capital Management
1205
Mengis Capital Management
Oregon
USD 933 k -USD 28.8 k -291 -3%
Westbourne Investments
1206
Westbourne Investments
Virginia
USD 932 k +USD 930 k +9,390 Nuevas
Consilium Wealth Advisory
1207
Consilium Wealth Advisory
Texas
USD 928 k +USD 926 k +9,352 Nuevas
Sawgrass Asset Management
1208
Sawgrass Asset Management
Florida
USD 928 k -USD 3.96 k -40 -0.4%
Guerra Pan Advisors
1209
Guerra Pan Advisors
New Jersey
USD 928 k -USD 175 k -1,765 -16%
Signature Estate & Investment Advisors
1210
Signature Estate & Investment Advisors
California
USD 927 k +USD 924 k +9,329 Nuevas
AGF Management
1211
AGF Management
Ontario, Canada
USD 922 k -USD 103 M -1,040,940 -99%
Clarkston Capital Partners
1212
Clarkston Capital Partners
Michigan
USD 920 k +USD 125 k +1,263 +16%
Ponta Wealth Partners
1213
Ponta Wealth Partners
Florida
USD 920 k -USD 22.4 k -226 -2%
Williams Jones Wealth Management
1214
Williams Jones Wealth Management
New York
USD 919 k -USD 135 k -1,361 -13%
Patriot Financial Group Insurance Agency
1215
Patriot Financial Group Insurance Agency
Massachusetts
USD 911 k -USD 990 k -10,003 -52%
Gables Capital Management
1216
Gables Capital Management
Florida
USD 909 k +USD 504 k +5,090 +125%
Bridge Generations Wealth Management
1217
Bridge Generations Wealth Management
Florida
USD 905 k -USD 98.7 k -997 -10%
Sender Company & Partners
1218
Sender Company & Partners
New York
USD 894 k +USD 891 k +9,004 Nuevas
Mason & Associates (California)
1219
Mason & Associates (California)
California
USD 893 k +USD 292 k +2,945 +49%
Valmark Advisers
1220
Valmark Advisers
Ohio
USD 892 k -USD 39.5 k -399 -4%
Redmond Asset Management
1221
Redmond Asset Management
Virginia
USD 891 k -USD 40 k -404 -4%
TownSquare Capital
1222
TownSquare Capital
Utah
USD 887 k -USD 705 k -7,124 -44%
WD Rutherford
1223
WD Rutherford
Oregon
USD 881 k -USD 1.02 M -10,327 -54%
Correct Capital Wealth Management
1224
Correct Capital Wealth Management
Missouri
USD 881 k +USD 386 k +3,901 +79%
EverSource Wealth Advisors
1225
EverSource Wealth Advisors
Alabama
USD 874 k -USD 324 k -3,270 -27%
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