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SUSC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Diversify Wealth Management
101
Diversify Wealth Management
Utah
USD 920 k -USD 327 k -14,124 -26%
Diversify Advisory Services
102
Diversify Advisory Services
Utah
USD 920 k +USD 936 k +40,473 Nuevas
GC Wealth Management RIA
103
GC Wealth Management RIA
Massachusetts
USD 914 k +USD 13.6 k +589 +2%
Schneider Downs Wealth Management Advisors
104
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 901 k +USD 13.9 k +603 +2%
Affinity Capital Advisors
105
Affinity Capital Advisors
California
USD 866 k -USD 382 k -16,525 -31%
Wealth Alliance
106
Wealth Alliance
New York
USD 836 k -USD 130 k -5,623 -13%
Payden & Rygel
107
Payden & Rygel
California
USD 823 k – – –
EverSource Wealth Advisors
108
EverSource Wealth Advisors
Alabama
USD 813 k -USD 300 k -12,992 -27%
Navigation Group
109
Navigation Group
California
USD 813 k +USD 29.4 k +1,271 +4%
Pine Grove Financial Group
110
Pine Grove Financial Group
Minnesota
USD 808 k -USD 216 k -9,345 -21%
Van Hulzen Asset Management
111
Van Hulzen Asset Management
California
USD 794 k – – –
Turner Financial Group
112
Turner Financial Group
Florida
USD 794 k +USD 793 k +34,293 Nuevas
Cerity Partners
113
Cerity Partners
New York
USD 791 k -USD 465 k -20,088 -37%
&Partners
114
&Partners
Tennessee
USD 783 k -USD 171 k -7,414 -18%
LifePlan Investment Advisors
115
LifePlan Investment Advisors
North Carolina
USD 781 k -USD 407 k -17,607 -34%
RWA Wealth Partners
116
RWA Wealth Partners
Massachusetts
USD 777 k – – –
Focus Partners Advisor Solutions
117
Focus Partners Advisor Solutions
Missouri
USD 769 k +USD 192 k +8,286 +33%
Venturi Wealth Management
118
Venturi Wealth Management
Texas
USD 744 k +USD 4.09 k +177 +0.6%
Gateway Wealth Partners
119
Gateway Wealth Partners
Wisconsin
USD 734 k -USD 1.26 M -54,447 -63%
Continuum Advisory
120
Continuum Advisory
Idaho
USD 723 k -USD 41 k -1,775 -5%
Hoxton Planning & Management
121
Hoxton Planning & Management
West Virginia
USD 706 k -USD 124 k -5,353 -15%
Aprio Wealth Management
122
Aprio Wealth Management
Georgia
USD 700 k -USD 1.73 k -75 -0.2%
MA Private Wealth
123
MA Private Wealth
California
USD 697 k -USD 59.9 k -2,589 -8%
Savvy Advisors Inc
124
Savvy Advisors Inc
New York
USD 690 k +USD 99.2 k +4,290 +17%
Lifelong Wealth Advisors
125
Lifelong Wealth Advisors
Minnesota
USD 687 k -USD 186 k -8,052 -21%
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