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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Prana Capital Management
2026
Prana Capital Management
Connecticut
USD 807 k -USD 13.1 M -72,475 -93%
Stockman Wealth Management
2027
Stockman Wealth Management
Montana
USD 807 k – – –
CPA
2028
Capital Performance Advisors
California
USD 806 k -USD 257 k -1,420 -21%
Summit Global Investments
2029
Summit Global Investments
Utah
USD 806 k -USD 456 k -2,518 -31%
AIA
2030
Aventus Investment Advisors
Florida
USD 806 k +USD 382 k +2,110 +62%
MCA
2031
Magnolia Capital Advisors
Mississippi
USD 805 k +USD 28.3 k +156 +3%
DC
2032
DeDora Capital
California
USD 805 k -USD 2.18 k -12 -0.2%
WMA
2033
West Michigan Advisors
Michigan
USD 804 k +USD 161 k +886 +19%
OFO
2034
OneAscent Family Office
Alabama
USD 804 k +USD 227 k +1,251 +30%
MIM
2035
Macroview Investment Management
Maryland
USD 803 k +USD 9.42 k +52 +1%
LRPA
2036
L. Roy Papp & Associates
Arizona
USD 800 k -USD 443 k -2,446 -31%
SB
2037
Sunflower Bank
Texas
USD 796 k +USD 151 k +834 +18%
RYIA
2038
Roehl & Yi Investment Advisors
Oregon
USD 796 k -USD 28.8 k -159 -3%
MAM
2039
Mystic Asset Management
Rhode Island
USD 796 k +USD 142 k +786 +17%
FFG
2040
Fortem Financial Group
California
USD 793 k -USD 135 k -745 -12%
LVW Advisors
2041
LVW Advisors
New York
USD 793 k +USD 234 k +1,293 +31%
Evanson Financial
2042
Evanson Financial
Virginia
USD 791 k +USD 978 k +5,399 Nuevas
APA
2043
Astoria Portfolio Advisors
New York
USD 790 k -USD 62 k -342 -6%
CH
2044
Cromwell Holdings
Wyoming
USD 790 k +USD 142 k +782 +17%
BF
2045
Brucke Financial
Indiana
USD 790 k +USD 14.3 k +79 +1%
AWM
2046
Atticus Wealth Management
Florida
USD 790 k +USD 107 k +593 +12%
Dimension Capital Management
2047
Dimension Capital Management
Florida
USD 790 k +USD 73 k +403 +8%
Bernicke Wealth Management
2048
Bernicke Wealth Management
Wisconsin
USD 789 k -USD 34.3 k -189 -3%
WP
2049
WealthPLAN Partners
Nebraska
USD 786 k +USD 247 k +1,365 +34%
BWM
2050
Boyd Wealth Management
California
USD 786 k +USD 1.45 k +8 +0.1%