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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
JWM
1001
Jeppson Wealth Management
California
USD 3.16 M -USD 2.8 k -15 -0.1%
Chesley Taft & Associates
1002
Chesley Taft & Associates
Illinois
USD 3.15 M +USD 227 k +1,215 +8%
Capstone Financial Advisors
1003
Capstone Financial Advisors
Illinois
USD 3.15 M +USD 374 +2 +0%
PWM
1004
Positano Wealth Management
USD 3.15 M -USD 3.16 M -16,895 -50%
Frec Markets Inc
1005
Frec Markets Inc
California
USD 3.14 M +USD 969 k +5,182 +44%
Modern Wealth Management
1006
Modern Wealth Management
Kansas
USD 3.14 M +USD 616 k +3,293 +24%
WAP
1007
Wealthcare Advisory Partners
Pennsylvania
USD 3.14 M -USD 844 k -4,515 -21%
DSC
1008
Duncker Streett & Co
Missouri
USD 3.13 M -USD 74.1 k -396 -2%
WealthPlan Investment Management
1009
WealthPlan Investment Management
Nebraska
USD 3.12 M +USD 2.61 M +13,971 +481%
JCM
1010
Jag Capital Management
Missouri
USD 3.11 M +USD 19.6 k +105 +0.6%
IIL
1011
Insight Inv LLC
California
USD 3.11 M -USD 41.1 k -220 -1%
Zhang Financial
1012
Zhang Financial
Michigan
USD 3.11 M -USD 194 k -1,040 -6%
Precedent Wealth Partners
1013
Precedent Wealth Partners
Texas
USD 3.1 M +USD 425 k +2,271 +16%
Manhattan West Asset Management
1014
Manhattan West Asset Management
California
USD 3.1 M -USD 1.31 M -6,996 -29%
Valeo Financial Advisors
1015
Valeo Financial Advisors
Indiana
USD 3.09 M +USD 198 k +1,060 +7%
SFCL
1016
Strengthening Families & Communities LLC
Massachusetts
USD 3.07 M +USD 6.73 k +36 +0.2%
NorthRock Partners
1017
NorthRock Partners
Minnesota
USD 3.02 M +USD 292 k +1,563 +11%
Smith Salley Wealth Management
1018
Smith Salley Wealth Management
North Carolina
USD 3 M -USD 925 k -4,949 -23%
Independent Solutions Wealth Management
1019
Independent Solutions Wealth Management
New York
USD 2.99 M +USD 30.3 k +162 +1%
GMFG
1020
Greater Midwest Financial Group
Minnesota
USD 2.98 M -USD 287 k -1,537 -9%
Larson Financial Group
1021
Larson Financial Group
Missouri
USD 2.98 M -USD 446 k -2,384 -13%
ORG
1022
Optimist Retirement Group
Washington
USD 2.97 M -USD 30.7 k -164 -1%
WI
1023
Westbourne Investments
Virginia
USD 2.96 M – – –
WWM
1024
Wolff Wiese Magana
California
USD 2.95 M +USD 311 k +1,663 +12%
BPWM
1025
BCS Private Wealth Management
New Jersey
USD 2.92 M -USD 674 k -3,602 -19%