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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
BIM
1
Bullseye Investment Management
Ohio
USD 36.3 M +USD 5.46 M +187,322 +18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 31.2 M +USD 22.8 M +783,494 +293%
VWM
3
VanWeelden Wealth Management
Ohio
USD 23.4 M +USD 23 M +788,273 Nuevas
MRP
4
Measured Risk Portfolios
California
USD 22.9 M +USD 21.1 M +724,189 +1,623%
Belpointe Asset Management
5
Belpointe Asset Management
Nevada
USD 20.9 M +USD 5.31 M +182,108 +35%
Independent Financial Group
6
Independent Financial Group
California
USD 18.2 M +USD 1.35 M +46,227 +8%
Chicago Partners Investment Group
7
Chicago Partners Investment Group
Illinois
USD 17.1 M +USD 6.17 M +211,737 +57%
Kingswood Wealth Advisors
8
Kingswood Wealth Advisors
California
USD 6.87 M -USD 412 k -14,133 -6%
Kingsview Wealth Management
9
Kingsview Wealth Management
Oregon
USD 4.33 M +USD 3.7 M +126,809 +674%
Farther Finance Advisors
10
Farther Finance Advisors
California
USD 3.89 M +USD 1.95 M +66,848 +104%
Sigma Planning Corp
11
Sigma Planning Corp
Michigan
USD 3.75 M +USD 66.8 k +2,291 +2%
TRUE Private Wealth Advisors
12
TRUE Private Wealth Advisors
Oregon
USD 3.18 M -USD 277 k -9,495 -8%
Kestra Private Wealth Services
13
Kestra Private Wealth Services
Texas
USD 1.73 M -USD 28.5 k -977 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 1.71 M +USD 1.67 M +57,459 Nuevas
IWN
15
Independent Wealth Network
Iowa
USD 1.48 M +USD 34.6 k +1,187 +2%
Concurrent Investment Advisors
16
Concurrent Investment Advisors
Florida
USD 1.47 M +USD 121 k +4,152 +9%
Strategic Blueprint
17
Strategic Blueprint
Georgia
USD 1.4 M +USD 235 k +8,063 +21%
Clear Creek Financial Management
18
Clear Creek Financial Management
Washington
USD 1.27 M -USD 42.5 k -1,459 -3%
&Partners
19
&Partners
Tennessee
USD 1.27 M +USD 1.24 M +42,680 Nuevas
Delta Investment Management
20
Delta Investment Management
California
USD 1.16 M +USD 1.14 M +39,115 Nuevas
Trek Financial
21
Trek Financial
Arizona
USD 1.14 M -USD 222 k -7,630 -17%
PAS
22
PKS Advisory Services
New York
USD 1.13 M +USD 1.11 M +38,026 Nuevas
MBL Wealth
23
MBL Wealth
North Carolina
USD 1.09 M +USD 1.07 M +36,804 Nuevas
MCA
24
Millennium Capital Advisors
Arkansas
USD 912 k +USD 66.7 k +2,289 +8%
HWP
25
Hibernia Wealth Partners
Louisiana
USD 633 k -USD 620 k -21,284 -50%