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CMBS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bogart Wealth LLC
76
Bogart Wealth LLC
Virginia
USD 14.9 k – – –
Geneos Wealth Management
77
Geneos Wealth Management
Colorado
USD 13 k -USD 13.4 k -276 -51%
Global Retirement Partners
78
Global Retirement Partners
California
USD 11 k +USD 11 k +227 Nuevas
Quest 10 Wealth Builders
79
Quest 10 Wealth Builders
Virginia
USD 9.39 k +USD 1.75 k +36 +23%
SEP
80
Signature Equity Partners
Ohio
USD 7.05 k -USD 7.44 k -153 -51%
Farther Finance Advisors
81
Farther Finance Advisors
California
USD 4.48 k – – –
Rossby Financial
82
Rossby Financial
Florida
USD 3.65 k – – –
Institute for Wealth Management
83
Institute for Wealth Management
Colorado
USD 3.31 k +USD 3.31 k +68 Nuevas
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
USD 2.24 k – – –
IMG Wealth Management
85
IMG Wealth Management
Florida
USD 1.58 k – – –
TAP
86
Tounjian Advisory Partners
Florida
USD 1.31 k -USD 592 k -12,159 -100%
Arax Advisory Partners
87
Arax Advisory Partners
Colorado
USD 633 -USD 1.36 k -28 -68%
Compass Financial Management
88
Compass Financial Management
Florida
USD 341 +USD 341 +7 Nuevas
APFP
89
Action Point Financial Planning
Michigan
USD 222 +USD 243 +5 Nuevas
Spurstone Advisory Services
90
Spurstone Advisory Services
Connecticut
USD 97 – – –
Kingdom Financial Group
91
Kingdom Financial Group
Arizona
USD 49 +USD 49 +1 Nuevas
Sykon Capital
92
Sykon Capital
New York
– -USD 3.51 M -72,009 Cerradas
Goldman Sachs
93
Goldman Sachs
New York
– -USD 3.03 M -62,185 Cerradas
Beacon Pointe Advisors
94
Beacon Pointe Advisors
California
– -USD 2.02 M -41,523 Cerradas
Maia Wealth
95
Maia Wealth
Colorado
– -USD 983 k -20,174 Cerradas
Quantinno Capital Management
96
Quantinno Capital Management
New York
– -USD 220 k -4,519 Cerradas
MAI Capital Management
97
MAI Capital Management
Ohio
– -USD 141 k -2,900 Cerradas
Guardian Wealth Advisors (North Carolina)
98
Guardian Wealth Advisors (North Carolina)
North Carolina
– -USD 48.4 k -993 Cerradas
US Bancorp
99
US Bancorp
Minnesota
– -USD 9.7 k -200 Cerradas
Cullen/Frost Bankers
100
Cullen/Frost Bankers
Texas
– -USD 237 -5 Cerradas
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