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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
LWA
2026
Legacy Wealth Advisors
Florida
USD 552 k +USD 371 k +1,619 Nuevas
Montchanin Asset Management
2027
Montchanin Asset Management
Delaware
USD 552 k – – –
IP
2028
Investment Partners
Ohio
USD 552 k +USD 3.2 k +14 +0.9%
Themes Management Co
2029
Themes Management Co
Connecticut
USD 551 k -USD 39.6 k -173 -10%
Mosaic Family Wealth Partners
2030
Mosaic Family Wealth Partners
Missouri
USD 550 k -USD 276 k -1,207 -43%
Beacon Financial Advisory
2031
Beacon Financial Advisory
Ohio
USD 549 k +USD 34.8 k +152 +10%
Financial Management Professionals
2032
Financial Management Professionals
Texas
USD 548 k +USD 37.1 k +162 +11%
Vigilare Wealth Management
2033
Vigilare Wealth Management
Arizona
USD 547 k -USD 14.4 k -63 -4%
Succession Financial
2034
Succession Financial
Texas
USD 546 k +USD 367 k +1,602 Nuevas
ABS Direct Equity Fund
2035
ABS Direct Equity Fund
Connecticut
USD 546 k -USD 288 k -1,259 -79%
ABS Investment Management
2036
ABS Investment Management
Connecticut
USD 546 k +USD 78.1 k +341 Nuevas
Greenspring Advisors
2037
Greenspring Advisors
Maryland
USD 545 k +USD 366 k +1,599 Nuevas
Pinion Investment Advisors
2038
Pinion Investment Advisors
Kansas
USD 545 k +USD 60.2 k +263 +20%
Fund Advisors of America Inc
2039
Fund Advisors of America Inc
Florida
USD 545 k -USD 357 k -1,559 -49%
Talisman Wealth Advisors
2040
Talisman Wealth Advisors
New Jersey
USD 543 k +USD 364 k +1,592 Nuevas
Enterprise Financial Services Corp (EFSC)
2041
Enterprise Financial Services Corp (EFSC)
Missouri
USD 543 k +USD 13.5 k +59 +4%
WMA
2042
Wealth Management Associates
New Jersey
USD 540 k -USD 18.1 k -79 -5%
Requisite Capital Management
2043
Requisite Capital Management
Texas
USD 539 k – – –
Beto Financial Group
2044
Beto Financial Group
Idaho
USD 539 k +USD 7.55 k +33 +2%
FourThought Financial Partners
2045
FourThought Financial Partners
Florida
USD 537 k -USD 241 k -1,054 -40%
WealthBridge Capital Management
2046
WealthBridge Capital Management
Ohio
USD 536 k -USD 52.9 k -231 -13%
Wedge Capital Management
2047
Wedge Capital Management
North Carolina
USD 535 k -USD 37.8 k -165 -10%
Kestra Investment Management
2048
Kestra Investment Management
Texas
USD 534 k +USD 358 k +1,566 Nuevas
University of Chicago
2049
University of Chicago
Illinois
USD 532 k – – –
Victrix Investment Advisors
2050
Victrix Investment Advisors
Florida
USD 530 k -USD 10.3 k -45 -3%