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PSA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Certuity
726
Certuity
Florida
USD 376 k +USD 23.9 k +78 +7%
Monetary Management Group
727
Monetary Management Group
Missouri
USD 374 k – – –
Evercore Wealth Management
728
Evercore Wealth Management
New York
USD 374 k – – –
Atalanta Sosnoff Capital
729
Atalanta Sosnoff Capital
New York
USD 370 k -USD 32.1 k -105 -8%
17 Capital Partners
730
17 Capital Partners
Arizona
USD 369 k +USD 1.84 k +6 +0.5%
Boyer Financial Services
731
Boyer Financial Services
California
USD 366 k – – –
OneDigital Investment Advisors
732
OneDigital Investment Advisors
Kansas
USD 363 k -USD 43.1 k -141 -11%
Phillips Wealth Planners
733
Phillips Wealth Planners
Mississippi
USD 363 k +USD 306 +1 +0.1%
Insigneo Advisory Services
734
Insigneo Advisory Services
Florida
USD 360 k +USD 111 k +362 +47%
Advisory Alpha
735
Advisory Alpha
Michigan
USD 358 k -USD 67.6 k -221 -16%
Whalerock Point Partners
736
Whalerock Point Partners
Rhode Island
USD 352 k – – –
Marex Group
737
Marex Group
USD 351 k -USD 66.4 k -217 -16%
Versant Capital Management
738
Versant Capital Management
Arizona
USD 349 k +USD 6.42 k +21 +2%
Weaver Consulting Group
739
Weaver Consulting Group
California
USD 348 k -USD 306 -1 -0.1%
Pembroke Management
740
Pembroke Management
Quebec, Canada
USD 348 k -USD 1.22 k -4 -0.4%
Kovack Advisors
741
Kovack Advisors
Florida
USD 341 k -USD 143 k -468 -31%
Panagora Asset Management
742
Panagora Asset Management
Massachusetts
USD 340 k – – –
Arkadios Wealth Advisors
743
Arkadios Wealth Advisors
Georgia
USD 339 k -USD 100 k -328 -24%
Sara-Bay Financial
744
Sara-Bay Financial
Florida
USD 338 k – – –
Howard Capital Management
745
Howard Capital Management
Georgia
USD 337 k +USD 324 k +1,059 Nuevas
Pinnacle Bancorp
746
Pinnacle Bancorp
Nebraska
USD 335 k -USD 3.06 k -10 -0.9%
Bond & Devick Financial Network
747
Bond & Devick Financial Network
Minnesota
USD 335 k +USD 1.53 k +5 +0.5%
Yoder Wealth Management
748
Yoder Wealth Management
California
USD 334 k -USD 1.53 k -5 -0.5%
Bill Few Associates
749
Bill Few Associates
Pennsylvania
USD 331 k +USD 306 +1 +0.1%
Signature Estate & Investment Advisors
750
Signature Estate & Investment Advisors
California
USD 328 k +USD 89 k +291 +39%
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