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QJUN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
First Heartland Consultants
26
First Heartland Consultants
Missouri
USD 2.01 M -USD 7.85 k -236 -0.4%
NPAN
27
Northeast Planning Associates NH
New Hampshire
USD 1.96 M +USD 2.07 M +62,357 Nuevas
Foundations Investment Advisors
28
Foundations Investment Advisors
Arizona
USD 1.94 M -USD 132 k -3,975 -6%
MML Investors Services
29
MML Investors Services
Massachusetts
USD 1.78 M +USD 397 k +11,921 +29%
Faithward Advisors
30
Faithward Advisors
Pennsylvania
USD 1.36 M -USD 265 k -7,976 -17%
Ignite Planners
31
Ignite Planners
California
USD 1.27 M -USD 52.9 k -1,589 -4%
AFW
32
Avantra Family Wealth
Pennsylvania
USD 1.1 M +USD 14.1 k +424 +1%
Holistic Planning
33
Holistic Planning
Texas
USD 1.07 M +USD 71.5 k +2,149 +7%
Ausdal Financial Partners
34
Ausdal Financial Partners
Iowa
USD 1.06 M +USD 6.46 k +194 +0.6%
Centaurus Financial
35
Centaurus Financial
California
USD 1.03 M +USD 582 k +17,495 +136%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
USD 1.02 M -USD 195 k -5,850 -16%
Clear Creek Financial Management
37
Clear Creek Financial Management
Washington
USD 898 k -USD 89.8 k -2,700 -9%
Waverly Advisors
38
Waverly Advisors
Alabama
USD 879 k – – –
NewEdge Advisors
39
NewEdge Advisors
Louisiana
USD 765 k -USD 73.2 k -2,200 -9%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
USD 748 k -USD 70.2 k -2,109 -9%
DFA
41
DHJJ Financial Advisors
Illinois
USD 737 k +USD 195 k +5,867 +37%
Diversify Wealth Management
42
Diversify Wealth Management
Utah
USD 735 k +USD 124 k +3,720 +19%
Diversify Advisory Services
43
Diversify Advisory Services
Utah
USD 735 k +USD 760 k +22,839 Nuevas
GFG
44
Grantvest Financial Group
New Jersey
USD 729 k +USD 196 k +5,885 +38%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
USD 722 k -USD 1.78 M -53,448 -71%
Prospera Financial Services
46
Prospera Financial Services
Texas
USD 716 k +USD 36.6 k +1,100 +5%
Kovack Advisors
47
Kovack Advisors
Florida
USD 710 k +USD 457 k +13,732 +187%
Silver Oak Securities
48
Silver Oak Securities
Tennessee
USD 689 k -USD 209 k -6,282 -24%
RCWM
49
Red Crane Wealth Management
California
USD 687 k +USD 677 k +20,347 Nuevas
Farther Finance Advisors
50
Farther Finance Advisors
California
USD 686 k – – –
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