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TFI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fiduciary Alliance
126
Fiduciary Alliance
South Carolina
USD 1.16 M – – –
Idaho Trust Bank
127
Idaho Trust Bank
Idaho
USD 1.14 M +USD 26.1 k +573 +2%
Mayflower Financial Advisors
128
Mayflower Financial Advisors
Massachusetts
USD 1.1 M +USD 151 k +3,312 +16%
1900 Wealth Management
129
1900 Wealth Management
Texas
USD 1.07 M +USD 137 +3 +0%
World Investment Advisors
130
World Investment Advisors
California
USD 1.07 M +USD 40.4 k +888 +4%
FOCUS Wealth Advisors
131
FOCUS Wealth Advisors
Texas
USD 1.06 M +USD 2.32 k +51 +0.2%
Facet Wealth Inc
132
Facet Wealth Inc
Maryland
USD 1.02 M +USD 152 k +3,333 +18%
Little House Capital
133
Little House Capital
Massachusetts
USD 1.01 M +USD 19 k +418 +2%
IHT Wealth Management
134
IHT Wealth Management
Illinois
USD 1.01 M -USD 32.8 M -719,771 -97%
WBH Advisory
135
WBH Advisory
Maryland
USD 1000 k -USD 184 k -4,048 -16%
Kestra Advisory Services
136
Kestra Advisory Services
Texas
USD 990 k +USD 286 k +6,280 +41%
Crabel Capital Management
137
Crabel Capital Management
California
USD 987 k +USD 981 k +21,553 Nuevas
Flow Traders U.S.
138
Flow Traders U.S.
New York
USD 972 k +USD 967 k +21,231 Nuevas
Signal Advisors Wealth
139
Signal Advisors Wealth
Michigan
USD 970 k +USD 39.9 k +876 +4%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
USD 964 k +USD 385 k +8,457 +67%
Cypress Financial Planning
141
Cypress Financial Planning
New Jersey
USD 962 k +USD 85 k +1,868 +10%
Bragg Financial Advisors
142
Bragg Financial Advisors
North Carolina
USD 960 k +USD 150 k +3,287 +19%
WealthShield Partners
143
WealthShield Partners
North Carolina
USD 959 k -USD 696 k -15,285 -42%
Arkadios Wealth Advisors
144
Arkadios Wealth Advisors
Georgia
USD 955 k -USD 2.73 k -60 -0.3%
Legacy Wealth Management (Idaho)
145
Legacy Wealth Management (Idaho)
Idaho
USD 935 k +USD 930 k +20,417 Nuevas
Sanchez Gaunt Capital Management
146
Sanchez Gaunt Capital Management
Nevada
USD 923 k +USD 32 k +702 +4%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
USD 907 k -USD 423 k -9,290 -32%
RWA Wealth Partners
148
RWA Wealth Partners
Massachusetts
USD 846 k – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
USD 844 k -USD 82.2 k -1,806 -9%
Financial Life Advisors
150
Financial Life Advisors
Texas
USD 820 k – – –
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