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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
P
1701
Pandowealth
Georgia
USD 4.77 M +USD 2.59 M +3,886 +4%
FOFP
1702
Fee-Only Financial Planning
South Carolina
USD 4.74 M – – –
CWM
1703
ClientFirst Wealth Management
Arkansas
USD 4.74 M -USD 12 k -18 -0.3%
OIC
1704
Orion Investment Company
Missouri
USD 4.72 M +USD 650 k +975 +17%
PB
1705
Prime Buchholz
New Hampshire
USD 4.72 M +USD 2.08 M +3,117 +83%
CA
1706
CV Advisors
Florida
USD 4.69 M +USD 667 +1 +0%
London & Capital Asset Management
1707
London & Capital Asset Management
United Kingdom
USD 4.68 M -USD 708 k -1,062 -13%
Well Done LLC
1708
Well Done LLC
Michigan
USD 4.67 M -USD 129 k -193 -3%
EL
1709
EWA LLC
Pennsylvania
USD 4.66 M +USD 43.3 k +65 +1%
ASG
1710
Advisory Solutions Group
Minnesota
USD 4.66 M +USD 4.52 M +6,785 Nuevas
DT Investment Partners
1711
DT Investment Partners
Pennsylvania
USD 4.65 M +USD 373 k +560 +9%
Greenspring Advisors
1712
Greenspring Advisors
Maryland
USD 4.65 M -USD 60.7 k -91 -1%
Family Investment Center
1713
Family Investment Center
Missouri
USD 4.63 M -USD 40.7 k -61 -0.9%
W
1714
WealthCollab
Washington
USD 4.62 M +USD 21.3 k +32 +0.5%
Golden State Wealth Management
1715
Golden State Wealth Management
California
USD 4.61 M +USD 71.3 k +107 +2%
Kornitzer Capital Management
1716
Kornitzer Capital Management
Kansas
USD 4.61 M -USD 36.7 k -55 -0.8%
KFS
1717
Kaizen Financial Strategies
California
USD 4.61 M +USD 3.01 M +4,515 +204%
WBH Advisory
1718
WBH Advisory
Maryland
USD 4.61 M +USD 410 k +615 +10%
RC
1719
Rexford Capital
Texas
USD 4.6 M -USD 163 k -244 -4%
BVP
1720
Bristlecone Value Partners
California
USD 4.6 M +USD 140 k +210 +3%
RMP
1721
Richards, Merrill & Peterson
Washington
USD 4.6 M +USD 105 k +157 +2%
TL
1722
Tradewinds LLC
North Carolina
USD 4.59 M +USD 2.19 M +3,289 Nuevas
SWRP
1723
Summit Wealth & Retirement Planning
California
USD 4.58 M -USD 424 k -636 -9%
Monograph Wealth Advisors
1724
Monograph Wealth Advisors
California
USD 4.56 M – – –
Kavar Capital Partners Group
1725
Kavar Capital Partners Group
Kansas
USD 4.56 M +USD 2 k +3 +0%