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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Heritage Family Offices
3176
Heritage Family Offices
Arizona
USD 532 k +USD 68.8 k +100 +16%
Old Peak Finance
3177
Old Peak Finance
North Carolina
USD 532 k -USD 6.88 k -10 -1%
Pacific Excel Wealth Advisors
3178
Pacific Excel Wealth Advisors
California
USD 532 k +USD 497 k +723 Nuevas
Schrum Private Wealth Management
3179
Schrum Private Wealth Management
Florida
USD 532 k -USD 94.9 k -138 -11%
SK Wealth Management
3180
SK Wealth Management
Rhode Island
USD 531 k +USD 688 +1 +0.1%
Shira Ridge Wealth Management
3181
Shira Ridge Wealth Management
California
USD 531 k – – –
Atwater Malick
3182
Atwater Malick
Pennsylvania
USD 531 k – – –
Kaufman Rossin Wealth
3183
Kaufman Rossin Wealth
Florida
USD 531 k +USD 4.13 k +6 +0.8%
ECM
3184
EagleClaw Capital Management
Massachusetts
USD 530 k -USD 10.3 k -15 -2%
Arbor Trust Wealth Advisors
3185
Arbor Trust Wealth Advisors
Michigan
USD 530 k – – –
Financial & Tax Architects
3186
Financial & Tax Architects
Missouri
USD 529 k -USD 45.4 k -66 -8%
Brio Consultants
3187
Brio Consultants
California
USD 528 k +USD 1.38 k +2 +0.3%
Citrine Capital
3188
Citrine Capital
California
USD 528 k +USD 129 k +187 +35%
Goelzer Investment Management
3189
Goelzer Investment Management
Indiana
USD 528 k -USD 597 k -868 -55%
Francis Financial
3190
Francis Financial
USD 527 k +USD 4.13 k +6 +0.8%
Guardian Partners
3191
Guardian Partners
Canada
USD 527 k +USD 164 k +239 +50%
Lantern Wealth Advisors
3192
Lantern Wealth Advisors
New York
USD 526 k – – –
New Insight Wealth Advisors
3193
New Insight Wealth Advisors
California
USD 525 k +USD 205 k +298 +72%
Capital Investment Counsel Inc
3194
Capital Investment Counsel Inc
North Carolina
USD 524 k -USD 69.5 k -101 -12%
MYeCFO
3195
MYeCFO
California
USD 524 k – – –
MN Wealth Advisors
3196
MN Wealth Advisors
Kansas
USD 524 k -USD 17.2 k -25 -3%
Bourgeon Capital Management
3197
Bourgeon Capital Management
Connecticut
USD 524 k +USD 69.5 k +101 +17%
CWM
3198
Compass Wealth Management
Connecticut
USD 524 k +USD 489 k +711 Nuevas
MYCIO Wealth Partners
3199
MYCIO Wealth Partners
Pennsylvania
USD 523 k – – –
Apeiron RIA
3200
Apeiron RIA
Texas
USD 523 k -USD 44.7 k -65 -8%