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SUSC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Traveka Wealth
126
Traveka Wealth
California
USD 673 k -USD 36.5 k -1,580 -5%
One Wealth Capital Management
127
One Wealth Capital Management
Arizona
USD 655 k -USD 70 k -3,025 -10%
Focus Financial Network
128
Focus Financial Network
Minnesota
USD 619 k +USD 111 k +4,781 +22%
Gradient Investments
129
Gradient Investments
Minnesota
USD 614 k -USD 25.7 k -1,110 -4%
LexAurum Advisors
130
LexAurum Advisors
Kansas
USD 604 k +USD 88 k +3,806 +17%
UMB Bank
131
UMB Bank
Missouri
USD 596 k – – –
Corient Private Wealth
132
Corient Private Wealth
Florida
USD 591 k +USD 145 k +6,280 +33%
Evergreen Private Wealth
133
Evergreen Private Wealth
Colorado
USD 581 k – – –
Tempus Wealth Planning
134
Tempus Wealth Planning
California
USD 572 k +USD 43.4 k +1,877 +8%
Keystone Financial Services (Colorado)
135
Keystone Financial Services (Colorado)
Colorado
USD 555 k -USD 83 k -3,588 -13%
Sequoia Financial Advisors
136
Sequoia Financial Advisors
Ohio
USD 554 k -USD 327 k -14,127 -37%
American Financial & Tax Strategies
137
American Financial & Tax Strategies
New York
USD 543 k +USD 717 +31 +0.1%
Wells Financial Advisors
138
Wells Financial Advisors
Massachusetts
USD 534 k – – –
Beacon Financial Group
139
Beacon Financial Group
Texas
USD 529 k -USD 16.2 k -699 -3%
Peak Financial Management
140
Peak Financial Management
Massachusetts
USD 513 k +USD 13.9 k +600 +3%
Endeavor Private Wealth
141
Endeavor Private Wealth
Kansas
USD 505 k -USD 128 k -5,516 -20%
Keener Financial Planning
142
Keener Financial Planning
Texas
USD 491 k +USD 180 k +7,804 +58%
Level Financial Advisors
143
Level Financial Advisors
New York
USD 473 k +USD 473 k +20,448 Nuevas
Capital Analysts LLC
144
Capital Analysts LLC
Pennsylvania
USD 472 k +USD 31.8 k +1,374 +7%
Oregon Pacific Wealth Management
145
Oregon Pacific Wealth Management
Oregon
USD 468 k -USD 194 k -8,406 -29%
Proffitt & Goodson
146
Proffitt & Goodson
Tennessee
USD 459 k -USD 40.2 k -1,737 -8%
Napier Financial
147
Napier Financial
Massachusetts
USD 448 k +USD 301 +13 +0.1%
Choreo LLC
148
Choreo LLC
Illinois
USD 447 k -USD 29.8 k -1,288 -6%
Bragg Financial Advisors
149
Bragg Financial Advisors
North Carolina
USD 445 k +USD 23.5 k +1,017 +6%
MBE Wealth Management
150
MBE Wealth Management
Wisconsin
USD 445 k -USD 86 k -3,718 -16%
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