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SUSC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
American Money Management
151
American Money Management
California
USD 443 k +USD 6.82 k +295 +2%
Cornerstone Planning Group
152
Cornerstone Planning Group
New Jersey
USD 434 k -USD 30.8 k -1,333 -7%
Golden State Wealth Management
153
Golden State Wealth Management
California
USD 423 k -USD 33.4 k -1,443 -7%
Ascent Group
154
Ascent Group
Virginia
USD 414 k -USD 110 k -4,771 -21%
True Link Financial Advisors
155
True Link Financial Advisors
California
USD 409 k +USD 49.8 k +2,153 +14%
JB Capital
156
JB Capital
Connecticut
USD 408 k -USD 142 k -6,159 -26%
Higgins & Schmidt Wealth Strategies
157
Higgins & Schmidt Wealth Strategies
Colorado
USD 408 k +USD 36.4 k +1,573 +10%
Ashton Thomas Private Wealth
158
Ashton Thomas Private Wealth
Arizona
USD 406 k +USD 202 k +8,737 +100%
Cornerstone Financial Management
159
Cornerstone Financial Management
Massachusetts
USD 402 k +USD 39.3 k +1,699 +11%
FSB Premier Wealth Management
160
FSB Premier Wealth Management
Iowa
USD 399 k +USD 1.99 k +86 +0.5%
Absolute Capital Management
161
Absolute Capital Management
Pennsylvania
USD 399 k +USD 93.2 k +4,029 +30%
Dynamic Advisor Solutions
162
Dynamic Advisor Solutions
Arizona
USD 389 k -USD 9.5 k -411 -2%
SageView Advisory Group
163
SageView Advisory Group
California
USD 386 k -USD 101 k -4,383 -21%
AE Wealth Management
164
AE Wealth Management
Kansas
USD 383 k +USD 32 k +1,385 +9%
Talisman Wealth Advisors
165
Talisman Wealth Advisors
New Jersey
USD 381 k +USD 55.2 k +2,386 +17%
Carr Financial Group
166
Carr Financial Group
Massachusetts
USD 378 k +USD 4.28 k +185 +1%
Spirepoint Private Client
167
Spirepoint Private Client
Florida
USD 377 k +USD 376 k +16,275 Nuevas
WF
168
Williams Financial
Vermont
USD 374 k +USD 374 k +16,173 Nuevas
Private Advisor Group
169
Private Advisor Group
New Jersey
USD 369 k +USD 369 k +15,939 Nuevas
Occidental Asset Management
170
Occidental Asset Management
California
USD 362 k – – –
XY Planning Network
171
XY Planning Network
Montana
USD 361 k +USD 28.2 k +1,218 +8%
Blue Edge Capital
172
Blue Edge Capital
Virginia
USD 360 k +USD 1.06 k +46 +0.3%
Maia Wealth
173
Maia Wealth
Colorado
USD 355 k +USD 11.3 k +488 +3%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
USD 350 k -USD 49.2 k -2,129 -12%
Regal Investment Advisors
175
Regal Investment Advisors
Michigan
USD 350 k -USD 121 k -5,239 -26%
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