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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Jeppson Wealth Management
2026
Jeppson Wealth Management
California
USD 1.67 M -USD 16.3 k -41 -1%
Lake Street Private Wealth
2027
Lake Street Private Wealth
Illinois
USD 1.67 M +USD 130 k +327 +9%
NBC Securities
2028
NBC Securities
Alabama
USD 1.66 M +USD 50.9 k +128 +3%
Unique Wealth Strategies
2029
Unique Wealth Strategies
Illinois
USD 1.65 M -USD 92.7 k -233 -6%
Sit Investment Associates
2030
Sit Investment Associates
Minnesota
USD 1.65 M – – –
Advisors Preferred
2031
Advisors Preferred
Maryland
USD 1.65 M – – –
Integrated Quantitative Investments
2032
Integrated Quantitative Investments
Washington
USD 1.65 M -USD 325 k -816 -17%
ROI Financial Advisors
2033
ROI Financial Advisors
Oregon
USD 1.65 M -USD 18.3 k -46 -1%
Fermata Advisors
2034
Fermata Advisors
California
USD 1.65 M +USD 138 k +346 +10%
JCFM
2035
JBR Co Financial Management
Oklahoma
USD 1.64 M -USD 885 k -2,224 -36%
TKG Advisors
2036
TKG Advisors
Indiana
USD 1.64 M +USD 156 k +392 +11%
FAG
2037
Fortitude Advisory Group
Washington
USD 1.64 M -USD 839 k -2,109 -35%
Denver Wealth Management
2038
Denver Wealth Management
Colorado
USD 1.64 M +USD 158 k +397 +11%
Bernardo Wealth Planning
2039
Bernardo Wealth Planning
Pennsylvania
USD 1.64 M +USD 104 k +262 +7%
Westside Investment Management
2040
Westside Investment Management
California
USD 1.63 M +USD 26.6 k +67 +2%
Walkner Condon Financial Advisors
2041
Walkner Condon Financial Advisors
Wisconsin
USD 1.62 M -USD 111 k -279 -7%
Rossby Financial
2042
Rossby Financial
Florida
USD 1.62 M +USD 375 k +942 +32%
PCG Wealth Advisors
2043
PCG Wealth Advisors
Kansas
USD 1.62 M +USD 165 k +415 +12%
Key Financial Inc
2044
Key Financial Inc
Pennsylvania
USD 1.62 M -USD 59.7 k -150 -4%
Iams Wealth Management
2045
Iams Wealth Management
Nebraska
USD 1.61 M +USD 140 k +353 +10%
Bedel Financial Consulting
2046
Bedel Financial Consulting
Indiana
USD 1.61 M +USD 126 k +317 +9%
Allred Capital Management
2047
Allred Capital Management
Texas
USD 1.61 M +USD 26.2 k +66 +2%
Parkway Wealth Management
2048
Parkway Wealth Management
Texas
USD 1.61 M +USD 3.58 k +9 +0.2%
Gemmer Asset Management
2049
Gemmer Asset Management
California
USD 1.61 M -USD 12.3 k -31 -0.8%
New Harbor Financial Group
2050
New Harbor Financial Group
Massachusetts
USD 1.61 M +USD 824 k +2,072 +119%