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BUFT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Glen Eagle Advisors
1
Glen Eagle Advisors
New Jersey
USD 20.3 M -USD 774 k -30,163 -4%
LPL Financial
2
LPL Financial
California
USD 18.6 M +USD 3.99 M +155,530 +28%
CWA
3
Centennial Wealth Advisory
Michigan
USD 16.8 M -USD 304 k -11,855 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 8.86 M +USD 566 k +22,068 +7%
Geneos Wealth Management
5
Geneos Wealth Management
Colorado
USD 6.4 M +USD 160 k +6,235 +3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 5.62 M +USD 938 k +36,562 +20%
LWMI
7
Legacy Wealth Management (Idaho)
Idaho
USD 5.37 M +USD 166 k +6,455 +3%
Arkadios Wealth Advisors
8
Arkadios Wealth Advisors
Georgia
USD 4.63 M +USD 529 k +20,628 +13%
Pinnacle Financial Partners (Georgia)
9
Pinnacle Financial Partners (Georgia)
Georgia
USD 3.77 M +USD 48 k +1,872 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
USD 3.28 M +USD 380 k +14,802 +13%
AssetMark Inc
11
AssetMark Inc
California
USD 3.25 M -USD 26.7 k -1,041 -0.8%
Harbour Investments
12
Harbour Investments
Wisconsin
USD 3.17 M +USD 41.2 k +1,607 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 2.12 M -USD 361 k -14,065 -15%
SFG
14
SageGuard Financial Group
Tennessee
USD 2.05 M -USD 453 k -17,631 -18%
LCM
15
Lunt Capital Management
Utah
USD 1.8 M -USD 94.4 k -3,677 -5%
Marshall Financial Group (Maryland)
16
Marshall Financial Group (Maryland)
Maryland
USD 1.49 M -USD 14.4 k -560 -1%
Sanctuary Advisors
17
Sanctuary Advisors
Indiana
USD 1.49 M – – –
FNWA
18
Financial Network Wealth Advisors
Utah
USD 1.13 M -USD 74.3 k -2,894 -6%
Aptus Capital Advisors
19
Aptus Capital Advisors
Alabama
USD 1.05 M -USD 5.13 k -200 -0.5%
FGG
20
Financial Guidance Group
Florida
USD 1.05 M -USD 5.13 k -200 -0.5%
Summit Financial
21
Summit Financial
New Jersey
USD 1.03 M +USD 1.02 M +39,794 Nuevas
Great Valley Advisor Group
22
Great Valley Advisor Group
Delaware
USD 982 k -USD 20 k -779 -2%
Gateway Wealth Partners
23
Gateway Wealth Partners
Wisconsin
USD 950 k -USD 835 k -32,533 -47%
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
USD 941 k – – –
Raymond James Financial
25
Raymond James Financial
Florida
USD 836 k -USD 13.8 k -538 -2%
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