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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Conservest Capital Advisors
1051
Conservest Capital Advisors
Pennsylvania
USD 466 k +USD 7.42 k +65 +2%
Essex LLC
1052
Essex LLC
Illinois
USD 466 k – – –
Wealth Alliance
1053
Wealth Alliance
New York
USD 466 k -USD 148 k -1,293 -24%
Xcel Wealth Management
1054
Xcel Wealth Management
Florida
USD 463 k -USD 81.6 k -715 -15%
LA
1055
Latitude Advisors
Florida
USD 463 k +USD 3.77 k +33 +0.8%
Gagnon Securities
1056
Gagnon Securities
New York
USD 459 k +USD 10.4 k +91 +2%
KMWM
1057
Keudell/Morrison Wealth Management
Oregon
USD 458 k +USD 79.2 k +694 +21%
Castleview Partners
1058
Castleview Partners
Texas
USD 458 k +USD 6.05 k +53 +1%
Wedmont Private Capital
1059
Wedmont Private Capital
Pennsylvania
USD 458 k -USD 133 k -1,165 -24%
Creative Financial Designs
1060
Creative Financial Designs
Indiana
USD 457 k -USD 62.2 k -545 -12%
RWA Wealth Partners
1061
RWA Wealth Partners
Massachusetts
USD 457 k +USD 4.45 k +39 +1%
OWMIAS
1062
One Wealth Management Investment & Advisory Services
Florida
USD 457 k -USD 470 k -4,121 -51%
M.E. Allison & Co
1063
M.E. Allison & Co
Texas
USD 457 k – – –
Yousif Capital Management
1064
Yousif Capital Management
Michigan
USD 455 k -USD 991 k -8,680 -69%
Advyzon Investment Management
1065
Advyzon Investment Management
Illinois
USD 452 k -USD 67.6 k -592 -13%
Cornerstone Planning
1066
Cornerstone Planning
North Carolina
USD 452 k – – –
Versant Capital Management
1067
Versant Capital Management
Arizona
USD 452 k +USD 19.4 k +170 +4%
Bright Financial Advisors
1068
Bright Financial Advisors
Michigan
USD 452 k +USD 2.28 k +20 +0.5%
Silvercrest Asset Management
1069
Silvercrest Asset Management
New York
USD 451 k -USD 49.8 k -436 -10%
RPGK
1070
Retirement Planning Group (Kansas)
Kansas
USD 451 k -USD 12.1 k -106 -3%
Potomac Fund Management
1071
Potomac Fund Management
Florida
USD 450 k -USD 64.7 k -567 -13%
Financial Advisors Network
1072
Financial Advisors Network
California
USD 450 k – – –
Accurate Wealth Management
1073
Accurate Wealth Management
Florida
USD 447 k -USD 4.22 k -37 -1%
Family Management
1074
Family Management
New York
USD 446 k -USD 116 k -1,017 -21%
CT
1075
Chicago Trust
Illinois
USD 445 k -USD 57.1 k -500 -11%
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