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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Truvestments Capital
1926
Truvestments Capital
Florida
USD 1.59 M -USD 34.1 k -84 -2%
Seed Wealth Management
1927
Seed Wealth Management
Illinois
USD 1.58 M – – –
VisionPoint Advisory Group
1928
VisionPoint Advisory Group
Texas
USD 1.58 M +USD 517 k +1,273 +62%
CVA Family Office
1929
CVA Family Office
Colorado
USD 1.58 M – – –
Continuum Advisory
1930
Continuum Advisory
Idaho
USD 1.58 M +USD 297 k +731 +28%
Schrum Private Wealth Management
1931
Schrum Private Wealth Management
Florida
USD 1.58 M -USD 246 k -607 -7%
Klingman & Associates
1932
Klingman & Associates
New York
USD 1.58 M +USD 36.5 k +90 +3%
Axa
1933
Axa
France
USD 1.58 M -USD 5.42 M -13,366 -78%
Richard C. Young & Co
1934
Richard C. Young & Co
Rhode Island
USD 1.57 M +USD 21.1 k +52 +2%
Magnolia Capital Advisors
1935
Magnolia Capital Advisors
Mississippi
USD 1.57 M -USD 13.8 k -34 -1%
Atlas Capital Advisors
1936
Atlas Capital Advisors
Wyoming
USD 1.57 M +USD 249 k +614 +23%
Founders Grove Wealth Partners
1937
Founders Grove Wealth Partners
Virginia
USD 1.56 M +USD 75.9 k +187 +6%
First Pacific Financial
1938
First Pacific Financial
Washington
USD 1.56 M -USD 103 k -254 -7%
Greykasell Wealth Strategies
1939
Greykasell Wealth Strategies
California
USD 1.56 M +USD 139 k +342 +12%
Nisa Investment Advisors
1940
Nisa Investment Advisors
Missouri
USD 1.56 M +USD 122 k +300 +10%
Parkside Financial Bank & Trust
1941
Parkside Financial Bank & Trust
Missouri
USD 1.55 M +USD 202 k +499 +18%
Armis Advisers
1942
Armis Advisers
Georgia
USD 1.55 M +USD 181 k +445 +15%
PGIM Custom Harvest
1943
PGIM Custom Harvest
New Jersey
USD 1.55 M +USD 169 k +416 +15%
SageView Advisory Group
1944
SageView Advisory Group
California
USD 1.55 M -USD 18.7 k -46 -1%
Baker Avenue Asset Management
1945
Baker Avenue Asset Management
California
USD 1.55 M +USD 422 k +1,039 +47%
Meridian Wealth Advisors
1946
Meridian Wealth Advisors
Texas
USD 1.54 M +USD 26.8 k +66 +2%
Lodestone Wealth Management
1947
Lodestone Wealth Management
Washington
USD 1.54 M -USD 194 k -479 -13%
1900 Wealth Management
1948
1900 Wealth Management
Texas
USD 1.54 M -USD 128 k -315 -9%
PineBridge Investments
1949
PineBridge Investments
New York
USD 1.54 M -USD 787 k -1,940 -38%
Mengis Capital Management
1950
Mengis Capital Management
Oregon
USD 1.54 M +USD 132 k +325 +11%