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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Balboa Wealth Partners
151
Balboa Wealth Partners
Arizona
USD 425 k +USD 404 k +6,304 Nuevas
SPWM
152
Spartan Planning & Wealth Management
North Carolina
USD 419 k +USD 398 k +6,214 Nuevas
Kovitz Investment Group Partners
153
Kovitz Investment Group Partners
Illinois
USD 405 k +USD 385 k +6,011 Nuevas
Great Valley Advisor Group
154
Great Valley Advisor Group
Delaware
USD 405 k – – –
EPW
155
Elevated Private Wealth
Wisconsin
USD 394 k +USD 374 k +5,849 Nuevas
WWA
156
Wealth Watch Advisors
Colorado
USD 376 k +USD 357 k +5,580 Nuevas
SWM
157
SpringVest Wealth Management
Texas
USD 366 k – – –
Claro Advisors
158
Claro Advisors
Massachusetts
USD 360 k +USD 2.56 k +40 +0.8%
Clearstead Advisors
159
Clearstead Advisors
Ohio
USD 350 k – – –
Modern Wealth Management
160
Modern Wealth Management
Kansas
USD 346 k – – –
Brandywine Oak Private Wealth
161
Brandywine Oak Private Wealth
Pennsylvania
USD 333 k – – –
Institute for Wealth Management
162
Institute for Wealth Management
Colorado
USD 333 k -USD 13.3 k -207 -4%
Clearwater Capital Advisors
163
Clearwater Capital Advisors
Illinois
USD 329 k – – –
EFG
164
Erickson Financial Group
Pennsylvania
USD 325 k -USD 384 -6 -0.1%
EverSource Wealth Advisors
165
EverSource Wealth Advisors
Alabama
USD 323 k +USD 52.7 k +823 +21%
SCP
166
Silverleafe Capital Partners
Tennessee
USD 320 k – – –
DQRIM
167
Dale Q Rice Investment Management
Washington
USD 315 k -USD 192 -3 -0.1%
AA
168
Altman Advisors
Illinois
USD 313 k +USD 297 k +4,640 Nuevas
CP
169
Castleview Partners
Texas
USD 312 k +USD 3.97 k +62 +1%
EWS
170
Eagle Wealth Strategies
New Jersey
USD 309 k – – –
WEG
171
World Equity Group
Illinois
USD 309 k -USD 8.26 k -129 -3%
CCA
172
Cadent Capital Advisors
Oklahoma
USD 306 k +USD 512 +8 +0.2%
First Heartland Consultants
173
First Heartland Consultants
Missouri
USD 298 k -USD 8.96 k -140 -3%
LC
174
Luminist Capital
Michigan
USD 295 k +USD 280 k +4,374 Nuevas
Integrated Wealth Concepts
175
Integrated Wealth Concepts
Massachusetts
USD 295 k -USD 192 -3 -0.1%