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CALF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Chicago Partners Investment Group
101
Chicago Partners Investment Group
Illinois
USD 1.78 M -USD 105 k -2,168 -6%
CWM
102
Copia Wealth Management
Oregon
USD 1.78 M -USD 132 k -2,735 -7%
Global Retirement Partners
103
Global Retirement Partners
California
USD 1.75 M +USD 1.67 M +34,616 Nuevas
Integrated Wealth Concepts
104
Integrated Wealth Concepts
Massachusetts
USD 1.74 M -USD 195 k -4,047 -11%
Y-Intercept (HK)
105
Y-Intercept (HK)
Hong Kong
USD 1.73 M +USD 1.65 M +34,215 Nuevas
FCM
106
Firestone Capital Management
Florida
USD 1.63 M +USD 1.35 k +28 +0.1%
Valmark Advisers
107
Valmark Advisers
Ohio
USD 1.57 M +USD 195 k +4,049 +15%
CA
108
Commerce Advisors
Tennessee
USD 1.56 M -USD 311 k -6,449 -17%
O'Shaughnessy Asset Management
109
O'Shaughnessy Asset Management
Connecticut
USD 1.55 M +USD 1.27 M +26,395 +614%
Kingsview Wealth Management
110
Kingsview Wealth Management
Oregon
USD 1.55 M -USD 119 k -2,459 -7%
Beacon Pointe Advisors
111
Beacon Pointe Advisors
California
USD 1.54 M +USD 623 k +12,919 +74%
Inscription Capital
112
Inscription Capital
Texas
USD 1.42 M +USD 97.3 k +2,016 +8%
Harbour Investments
113
Harbour Investments
Wisconsin
USD 1.42 M -USD 20.8 k -430 -2%
LWM
114
Lodestone Wealth Management
Washington
USD 1.4 M +USD 68.8 k +1,425 +5%
Moors & Cabot
115
Moors & Cabot
Massachusetts
USD 1.37 M -USD 477 k -9,890 -27%
Laurel Oak Wealth Management
116
Laurel Oak Wealth Management
New Jersey
USD 1.37 M -USD 75.4 k -1,563 -5%
Concurrent Investment Advisors
117
Concurrent Investment Advisors
Florida
USD 1.34 M -USD 1.73 M -35,745 -57%
Western Wealth Management
118
Western Wealth Management
Colorado
USD 1.33 M -USD 125 k -2,584 -9%
MCC
119
Money Concepts Capital
Florida
USD 1.31 M +USD 15 k +310 +1%
CCP
120
Cushing Capital Partners
Wisconsin
USD 1.31 M +USD 90.5 k +1,875 +8%
Evolution Wealth Advisors
121
Evolution Wealth Advisors
Florida
USD 1.26 M – – –
PFG Advisors
122
PFG Advisors
Arizona
USD 1.25 M -USD 67.7 k -1,403 -5%
JP Morgan Chase
123
JP Morgan Chase
New York
USD 1.23 M +USD 1.03 M +21,444 +770%
Natixis Advisors
124
Natixis Advisors
Massachusetts
USD 1.22 M +USD 500 k +10,359 +75%
Principal Securities
125
Principal Securities
Iowa
USD 1.21 M -USD 14.3 k -296 -1%
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