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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Legacy Financial Strategies
1926
Legacy Financial Strategies
Kansas
USD 1.9 M +USD 36.6 k +92 +2%
Prasad Wealth Partners
1927
Prasad Wealth Partners
Ohio
USD 1.9 M -USD 447 k -1,125 -20%
Viking Fund Management
1928
Viking Fund Management
North Dakota
USD 1.89 M – – –
Foster Victor Wealth Advisors
1929
Foster Victor Wealth Advisors
South Carolina
USD 1.89 M +USD 45.3 k +114 +2%
Curated Wealth Partners
1930
Curated Wealth Partners
California
USD 1.89 M +USD 808 k +2,032 +83%
Bellwether Advisors
1931
Bellwether Advisors
Nebraska
USD 1.89 M +USD 1.55 M +3,896 +660%
City State Bank
1932
City State Bank
Iowa
USD 1.89 M – – –
Chokshi & Queen Wealth Advisors
1933
Chokshi & Queen Wealth Advisors
California
USD 1.88 M +USD 203 k +510 +13%
Monograph Wealth Advisors
1934
Monograph Wealth Advisors
California
USD 1.88 M -USD 39.8 k -100 -2%
Intrua Financial
1935
Intrua Financial
Texas
USD 1.88 M +USD 38.6 k +97 +2%
Smith Group Asset Management
1936
Smith Group Asset Management
Texas
USD 1.88 M +USD 91.9 k +231 +5%
Marietta Wealth Management
1937
Marietta Wealth Management
Georgia
USD 1.87 M -USD 1.59 k -4 -0.1%
West Michigan Advisors
1938
West Michigan Advisors
Michigan
USD 1.87 M +USD 594 k +1,494 +51%
Jacobs & Co
1939
Jacobs & Co
California
USD 1.87 M – – –
Oxler Private Wealth
1940
Oxler Private Wealth
New York
USD 1.87 M +USD 111 k +280 +7%
AmeriFlex Group
1941
AmeriFlex Group
Nevada
USD 1.86 M +USD 26.2 k +66 +2%
4J Wealth Management
1942
4J Wealth Management
Virginia
USD 1.86 M – – –
EAP
1943
Elevation Advisory Partners
Florida
USD 1.86 M -USD 8.75 k -22 -0.4%
Insight Advisors
1944
Insight Advisors
Pennsylvania
USD 1.86 M -USD 213 k -536 -11%
Financial Security Advisor
1945
Financial Security Advisor
Virginia
USD 1.86 M +USD 47.3 k +119 +3%
Second Line Capital
1946
Second Line Capital
Louisiana
USD 1.86 M -USD 2.65 M -6,655 -60%
CFS Investment Advisory Services
1947
CFS Investment Advisory Services
New Jersey
USD 1.86 M +USD 38.6 k +97 +2%
May Hill Capital
1948
May Hill Capital
Massachusetts
USD 1.85 M +USD 350 k +880 +25%
Ninepoint Partners
1949
Ninepoint Partners
Ontario, Canada
USD 1.85 M +USD 1.75 M +4,394 Nuevas
Great Waters Wealth Management
1950
Great Waters Wealth Management
Minnesota
USD 1.85 M -USD 25.5 k -64 -1%