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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
ASG
1001
Advisory Solutions Group
Minnesota
USD 523 k +USD 435 k +797 Nuevas
GeoWealth Management
1002
GeoWealth Management
Illinois
USD 523 k -USD 354 k -649 -45%
AlphaStar Capital Management
1003
AlphaStar Capital Management
North Carolina
USD 522 k +USD 93.3 k +171 +27%
United Asset Strategies
1004
United Asset Strategies
New York
USD 522 k -USD 21.8 k -40 -5%
Wilmington Savings Fund Society
1005
Wilmington Savings Fund Society
Delaware
USD 522 k +USD 333 k +610 +328%
Legacy Wealth Management (Idaho)
1006
Legacy Wealth Management (Idaho)
Idaho
USD 517 k +USD 430 k +789 Nuevas
Pinnacle Wealth Planning Services
1007
Pinnacle Wealth Planning Services
Ohio
USD 515 k – – –
APSI
1008
Asset Planning Services Inc
Louisiana
USD 514 k – – –
Zullo Investment Group
1009
Zullo Investment Group
Pennsylvania
USD 507 k -USD 74.8 k -137 -15%
AAFMAA Wealth Management & Trust
1010
AAFMAA Wealth Management & Trust
North Carolina
USD 506 k – – –
Quantum Financial Partners
1011
Quantum Financial Partners
Kansas
USD 506 k +USD 421 k +772 Nuevas
Chancellor Financial Group WB
1012
Chancellor Financial Group WB
Pennsylvania
USD 506 k +USD 90 k +165 +27%
GenTrust
1013
GenTrust
Florida
USD 504 k – – –
Marathon Wealth Advisors
1014
Marathon Wealth Advisors
Massachusetts
USD 504 k +USD 127 k +233 +44%
Costello Asset Management
1015
Costello Asset Management
Pennsylvania
USD 502 k – – –
Kropog Financial Group
1016
Kropog Financial Group
Louisiana
USD 500 k +USD 416 k +762 Nuevas
Total Wealth Planning & Management
1017
Total Wealth Planning & Management
Florida
USD 500 k +USD 14.7 k +27 +4%
Palumbo Wealth Management
1018
Palumbo Wealth Management
New York
USD 498 k – – –
Rational Advisors
1019
Rational Advisors
New York
USD 494 k +USD 411 k +753 Nuevas
Summit Wealth Partners
1020
Summit Wealth Partners
Florida
USD 489 k +USD 407 k +746 Nuevas
Financial Engines Advisors
1021
Financial Engines Advisors
California
USD 485 k -USD 9.28 k -17 -2%
Zacks Investment Management
1022
Zacks Investment Management
Illinois
USD 484 k -USD 24 k -44 -6%
Compagnie Lombard Odier SCmA
1023
Compagnie Lombard Odier SCmA
Switzerland
USD 484 k +USD 403 k +738 Nuevas
Sequent Planning
1024
Sequent Planning
Nebraska
USD 483 k +USD 7.09 k +13 +2%
EWP
1025
Evergreen Wealth Partners
Montana
USD 481 k +USD 8.73 k +16 +2%