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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
HA
1701
Herold Advisors
New York
USD 325 k – – –
PWS
1702
Precision Wealth Strategies
Missouri
USD 324 k -USD 24.4 k -242 -7%
Liberty Wealth Management
1703
Liberty Wealth Management
California
USD 324 k – – –
NB
1704
NBH Bank
Colorado
USD 324 k +USD 319 k +3,168 Nuevas
LCGC
1705
Legacy Capital Group California
California
USD 323 k -USD 17.2 k -171 -5%
ESB
1706
Essex Savings Bank
Connecticut
USD 323 k +USD 1.31 k +13 +0.4%
Avantax Planning Partners
1707
Avantax Planning Partners
Iowa
USD 323 k -USD 30.3 k -301 -9%
RWM
1708
Revisor Wealth Management
Ohio
USD 323 k -USD 1.03 M -10,269 -76%
TRB Wealth Management
1709
TRB Wealth Management
Texas
USD 323 k +USD 16.3 k +162 +5%
Clark Asset Management
1710
Clark Asset Management
New Hampshire
USD 322 k -USD 9.26 k -92 -3%
SFGM
1711
Stonebridge Financial Group (Missouri)
Missouri
USD 322 k +USD 3.32 k +33 +1%
NTV Asset Management
1712
NTV Asset Management
West Virginia
USD 321 k -USD 3.62 k -36 -1%
ZIG
1713
Zullo Investment Group
Pennsylvania
USD 320 k -USD 31 k -308 -9%
6F
1714
626 Financial
Michigan
USD 320 k +USD 101 +1 +0%
Gryphon Financial Partners
1715
Gryphon Financial Partners
Ohio
USD 319 k +USD 9.37 k +93 +3%
SCP
1716
Stevens Capital Partners
Nebraska
USD 319 k +USD 20.5 k +204 +7%
APFP
1717
Action Point Financial Planning
Michigan
USD 319 k +USD 311 k +3,084 Nuevas
OneAscent Financial Services
1718
OneAscent Financial Services
Alabama
USD 319 k -USD 74.4 k -739 -19%
MCM
1719
Mainstream Capital Management
California
USD 319 k -USD 201 -2 -0.1%
Schnieders Capital Management
1720
Schnieders Capital Management
California
USD 318 k +USD 314 k +3,116 Nuevas
Planning Center Inc
1721
Planning Center Inc
Illinois
USD 318 k +USD 504 +5 +0.2%
OL
1722
OneFund LLC
Florida
USD 317 k -USD 2.01 k -20 -0.6%
Pinnacle Wealth Planning Services
1723
Pinnacle Wealth Planning Services
Ohio
USD 317 k +USD 7.75 k +77 +3%
ITIM
1724
Indiana Trust & Investment Management
Indiana
USD 316 k – – –
MAG
1725
Meadowbrook Advisors Group
New Jersey
USD 315 k -USD 124 k -1,236 -29%