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SUSC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Patriot Financial Group Insurance Agency
201
Patriot Financial Group Insurance Agency
Massachusetts
USD 255 k -USD 496 k -21,462 -66%
Klaas Financial Asset Advisors
202
Klaas Financial Asset Advisors
Illinois
USD 253 k -USD 27.6 k -1,193 -10%
Centurion Wealth Management
203
Centurion Wealth Management
Virginia
USD 252 k -USD 19.3 k -835 -7%
Finley Financial
204
Finley Financial
Nevada
USD 251 k – – –
Retirement Income Solutions
205
Retirement Income Solutions
Michigan
USD 251 k – – –
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
USD 248 k -USD 29.7 k -1,286 -11%
PFG Advisors
207
PFG Advisors
Arizona
USD 248 k -USD 2.31 k -100 -0.9%
Morton Brown Family Wealth
208
Morton Brown Family Wealth
Pennsylvania
USD 247 k +USD 15.9 k +689 +7%
Fairlight Advisors
209
Fairlight Advisors
California
USD 247 k +USD 246 k +10,650 Nuevas
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
USD 246 k -USD 82 k -3,546 -25%
Curtis Wealth Management
211
Curtis Wealth Management
Nevada
USD 245 k -USD 94.4 k -4,083 -28%
Midwest Capital Advisors
212
Midwest Capital Advisors
Michigan
USD 244 k +USD 2.78 k +120 +1%
Rockport Wealth
213
Rockport Wealth
Ohio
USD 239 k – – –
Vestmark Advisory Solutions
214
Vestmark Advisory Solutions
Massachusetts
USD 236 k +USD 236 k +10,190 Nuevas
Godfrey Financial Associates
215
Godfrey Financial Associates
New York
USD 234 k +USD 2.84 k +123 +1%
Western Wealth Management
216
Western Wealth Management
Colorado
USD 232 k -USD 35.6 k -1,539 -13%
Larson Financial Group
217
Larson Financial Group
Missouri
USD 232 k -USD 108 k -4,659 -32%
CFS Investment Advisory Services
218
CFS Investment Advisory Services
New Jersey
USD 232 k -USD 26.6 k -1,149 -10%
Resolute Wealth Advisor
219
Resolute Wealth Advisor
Ohio
USD 231 k – – –
Two West Capital Advisors
220
Two West Capital Advisors
Kansas
USD 230 k +USD 233 k +10,086 Nuevas
Csenge Advisory Group
221
Csenge Advisory Group
Florida
USD 228 k -USD 16.4 k -711 -7%
Warner Financial
222
Warner Financial
Maryland
USD 228 k +USD 1.16 k +50 +0.5%
Veridan Wealth
223
Veridan Wealth
Oregon
USD 227 k -USD 2.15 k -93 -0.9%
Legacy Financial Group (Iowa)
224
Legacy Financial Group (Iowa)
Iowa
USD 227 k +USD 227 k +9,808 Nuevas
Holistic Planning
225
Holistic Planning
Texas
USD 227 k -USD 111 k -4,782 -33%
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