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CDC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Patriot Financial Group Insurance Agency
51
Patriot Financial Group Insurance Agency
Massachusetts
USD 528 k -USD 561 k -7,709 -52%
Kestra Private Wealth Services
52
Kestra Private Wealth Services
Texas
USD 503 k +USD 19.1 k +262 +4%
Great Valley Advisor Group
53
Great Valley Advisor Group
Delaware
USD 502 k -USD 33.3 k -458 -6%
Mariner
54
Mariner
Kansas
USD 467 k +USD 3.71 k +51 +0.8%
CoreCap Advisors
55
CoreCap Advisors
Michigan
USD 401 k -USD 20.9 k -287 -5%
Steward Partners Investment Advisory
56
Steward Partners Investment Advisory
New York
USD 394 k +USD 5.89 k +81 +2%
Choreo LLC
57
Choreo LLC
Illinois
USD 392 k – – –
First Heartland Consultants
58
First Heartland Consultants
Missouri
USD 364 k -USD 24.1 k -331 -6%
StoneX Group
59
StoneX Group
New York
USD 336 k +USD 332 k +4,559 Nuevas
Allworth Financial
60
Allworth Financial
California
USD 320 k – – –
Dynamic Advisor Solutions
61
Dynamic Advisor Solutions
Arizona
USD 314 k +USD 22.6 k +311 +8%
Signal Advisors Wealth
62
Signal Advisors Wealth
Michigan
USD 282 k – – –
Global Retirement Partners
63
Global Retirement Partners
California
USD 279 k +USD 273 k +3,750 Nuevas
TIAA-CREF Individual & Institutional Services
64
TIAA-CREF Individual & Institutional Services
New York
USD 247 k – – –
Calton & Associates
65
Calton & Associates
Florida
USD 247 k +USD 1.02 k +14 +0.4%
IFP Advisors
66
IFP Advisors
Florida
USD 238 k -USD 25.5 k -351 -10%
Flow Traders U.S.
67
Flow Traders U.S.
New York
USD 236 k +USD 231 k +3,178 Nuevas
Corient Private Wealth
68
Corient Private Wealth
Florida
USD 226 k +USD 1.82 k +25 +0.8%
Jane Street
69
Jane Street
New York
USD 223 k -USD 581 k -7,982 -73%
PWM
70
Platt Wealth Management
California
USD 220 k – – –
Becker Capital Management
71
Becker Capital Management
Oregon
USD 219 k – – –
OL
72
one8zero8 LLC
North Carolina
USD 208 k – – –
Intrua Financial
73
Intrua Financial
Texas
USD 205 k +USD 201 k +2,760 Nuevas
Trek Financial
74
Trek Financial
Arizona
USD 205 k -USD 4.37 k -60 -2%
GTS Securities
75
GTS Securities
Florida
USD 203 k -USD 111 k -1,526 -36%
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