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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
LWM
151
Latko Wealth Management
Illinois
USD 31 M -USD 1.41 M -4,993 -5%
IPA
152
Investment Planning Advisors
Georgia
USD 30.7 M +USD 837 k +2,955 +3%
Rollins Financial Advisors
153
Rollins Financial Advisors
New York
USD 30.4 M +USD 5.95 M +21,000 +27%
Oppenheimer & Co
154
Oppenheimer & Co
New York
USD 30.3 M +USD 1.51 M +5,338 +6%
Lido Advisors
155
Lido Advisors
California
USD 30.2 M +USD 26.8 M +94,515 +1,786%
Madison Wealth Partners
156
Madison Wealth Partners
Wisconsin
USD 30.1 M +USD 2.39 M +8,451 +9%
AAF Wealth Management
157
AAF Wealth Management
Massachusetts
USD 29.7 M -USD 2.46 M -8,667 -8%
BOK Financial
158
BOK Financial
Oklahoma
USD 29.6 M +USD 504 k +1,780 +2%
GTS Securities
159
GTS Securities
Florida
USD 29.3 M +USD 27.4 M +96,625 Nuevas
Arax Advisory Partners
160
Arax Advisory Partners
Colorado
USD 28.8 M +USD 18 M +63,604 +201%
Gladstone Institutional Advisory
161
Gladstone Institutional Advisory
Florida
USD 28.8 M +USD 380 k +1,342 +1%
United Capital Financial Advisors
162
United Capital Financial Advisors
Texas
USD 28.7 M +USD 544 k +1,922 +2%
Hill Island Financial
163
Hill Island Financial
Michigan
USD 28.6 M -USD 552 k -1,948 -2%
Asset One Wealth Management
164
Asset One Wealth Management
Washington
USD 28.5 M +USD 3.58 M +12,653 +15%
Hunter Associates Investment Management
165
Hunter Associates Investment Management
Pennsylvania
USD 27.9 M +USD 26.9 k +95 +0.1%
Asset Allocation Strategies
166
Asset Allocation Strategies
Michigan
USD 27.6 M -USD 1.24 M -4,395 -5%
AlTi Global
167
AlTi Global
New York
USD 27.3 M +USD 13.5 M +47,800 +113%
Ayalon Insurance Company
168
Ayalon Insurance Company
Israel
USD 27.2 M +USD 25.4 M +89,650 Nuevas
Kestra Private Wealth Services
169
Kestra Private Wealth Services
Texas
USD 27.1 M -USD 141 k -498 -0.6%
Stonebridge Financial Group
170
Stonebridge Financial Group
California
USD 27.1 M +USD 25.4 M +89,512 Nuevas
Atlas Legacy Advisors
171
Atlas Legacy Advisors
California
USD 27.1 M -USD 2.28 M -8,045 -8%
Wick Capital Partners
172
Wick Capital Partners
Pennsylvania
USD 26.9 M +USD 4.39 M +15,483 +21%
VestGen Advisors
173
VestGen Advisors
Illinois
USD 26.7 M -USD 463 k -1,633 -2%
AllGen Financial Advisors
174
AllGen Financial Advisors
Florida
USD 25.8 M -USD 2.74 M -9,681 -10%
Analyst IMS Investment Management Services
175
Analyst IMS Investment Management Services
Israel
USD 25.4 M +USD 8.78 M +31,000 +59%