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ECL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
B. Riley Wealth Advisors
1026
B. Riley Wealth Advisors
Florida
USD 580 k -USD 12.1 k -46 -2%
Affiance Financial
1027
Affiance Financial
Minnesota
USD 579 k – – –
Twin City Private Wealth
1028
Twin City Private Wealth
North Carolina
USD 579 k +USD 14 k +53 +3%
CX Institutional
1029
CX Institutional
Indiana
USD 577 k -USD 6.58 k -25 -1%
Diversify Wealth Management
1030
Diversify Wealth Management
Utah
USD 577 k +USD 32.7 k +124 +6%
Diversify Advisory Services
1031
Diversify Advisory Services
Utah
USD 577 k +USD 560 k +2,125 Nuevas
Klingman & Associates
1032
Klingman & Associates
New York
USD 574 k +USD 50.8 k +193 +10%
Rench Wealth Management
1033
Rench Wealth Management
Texas
USD 574 k +USD 1.58 k +6 +0.3%
Magnetar Financial
1034
Magnetar Financial
Illinois
USD 574 k +USD 542 k +2,059 Nuevas
Occudo Quantitative Strategies
1035
Occudo Quantitative Strategies
Florida
USD 570 k -USD 2.69 M -10,219 -83%
Biltmore Wealth Management
1036
Biltmore Wealth Management
Arizona
USD 570 k +USD 88.5 k +336 +20%
Geneos Wealth Management
1037
Geneos Wealth Management
Colorado
USD 566 k -USD 12.4 k -47 -2%
Fred Alger Management
1038
Fred Alger Management
New York
USD 564 k +USD 11.1 k +42 +2%
Montag & Associates
1039
Montag & Associates
Georgia
USD 561 k +USD 52.7 k +200 +11%
Aristotle Atlantic Partners
1040
Aristotle Atlantic Partners
Florida
USD 557 k – – –
FWG Holdings
1041
FWG Holdings
Florida
USD 556 k +USD 27.1 k +103 +5%
Regal Investment Advisors
1042
Regal Investment Advisors
Michigan
USD 552 k +USD 522 k +1,982 Nuevas
Stonebrook Private
1043
Stonebrook Private
Michigan
USD 551 k +USD 16.1 k +61 +3%
Verity Asset Management
1044
Verity Asset Management
North Carolina
USD 551 k +USD 521 k +1,977 Nuevas
BWM
1045
Blossom Wealth Management
California
USD 550 k -USD 14 k -53 -3%
Fisher Asset Management
1046
Fisher Asset Management
Washington
USD 549 k -USD 648 k -2,460 -56%
Clark Financial Services Group
1047
Clark Financial Services Group
Missouri
USD 549 k – – –
Certior Financial Group
1048
Certior Financial Group
Pennsylvania
USD 547 k -USD 527 -2 -0.1%
Private Wealth Asset Management
1049
Private Wealth Asset Management
Iowa
USD 546 k +USD 12.6 k +48 +3%
Central Trust Company
1050
Central Trust Company
Missouri
USD 545 k +USD 32.4 k +123 +7%
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