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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Prota Financial
2176
Prota Financial
Texas
USD 609 k +USD 61.2 k +409 +10%
Sippican Capital Advisors
2177
Sippican Capital Advisors
Massachusetts
USD 608 k – – –
Trueblood Wealth Management
2178
Trueblood Wealth Management
Ohio
USD 608 k +USD 5.98 k +40 +0.9%
KMWM
2179
Keudell/Morrison Wealth Management
Oregon
USD 606 k -USD 18.1 k -121 -3%
Silvia McColl Wealth Management
2180
Silvia McColl Wealth Management
California
USD 606 k – – –
CAM
2181
CPA Asset Management
Florida
USD 606 k -USD 89.7 k -600 -12%
D.B. Root & Company
2182
D.B. Root & Company
Pennsylvania
USD 605 k -USD 66.7 k -446 -9%
Blue Zone Wealth Advisors
2183
Blue Zone Wealth Advisors
California
USD 604 k – – –
Eagle Harbor Asset Management
2184
Eagle Harbor Asset Management
Washington
USD 602 k +USD 24.4 k +163 +4%
Falcon Wealth Planning
2185
Falcon Wealth Planning
California
USD 602 k -USD 118 k -789 -15%
Financial Engines Advisors
2186
Financial Engines Advisors
California
USD 601 k +USD 114 k +761 +21%
Waycross Partners
2187
Waycross Partners
Kentucky
USD 600 k – – –
Tarbox Family Office
2188
Tarbox Family Office
California
USD 600 k – – –
Cottonwood Capital Advisors
2189
Cottonwood Capital Advisors
Utah
USD 597 k – – –
Wealth Dimensions Group
2190
Wealth Dimensions Group
Ohio
USD 596 k +USD 41.3 k +276 +7%
Aventura Private Wealth
2191
Aventura Private Wealth
Florida
USD 595 k +USD 41.6 k +278 +7%
Advisory Advocates
2192
Advisory Advocates
Michigan
USD 595 k -USD 110 k -739 -14%
Howard Capital Management Group
2193
Howard Capital Management Group
California
USD 595 k – – –
AMI Investment Management
2194
AMI Investment Management
Indiana
USD 593 k -USD 62.4 k -417 -9%
Tower View Wealth Management
2195
Tower View Wealth Management
Wisconsin
USD 592 k -USD 82.4 k -551 -11%
Clear Harbor Asset Management
2196
Clear Harbor Asset Management
Connecticut
USD 591 k -USD 453 k -3,029 -41%
Signature Wealth Management Partners
2197
Signature Wealth Management Partners
New Jersey
USD 590 k – – –
Auxano Advisors
2198
Auxano Advisors
Washington
USD 590 k -USD 10.5 k -70 -2%
NWF Advisory Services
2199
NWF Advisory Services
California
USD 589 k -USD 748 -5 -0.1%
WrapManager Inc
2200
WrapManager Inc
California
USD 589 k -USD 31.8 k -213 -5%