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LDEM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Old Mission Capital
1
Old Mission Capital
Illinois
USD 2.72 M -USD 180 k -2,937 -6%
GTS Securities
2
GTS Securities
Florida
USD 2.7 M +USD 823 k +13,425 +43%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 2.09 M -USD 116 k -1,886 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
USD 1.67 M +USD 172 k +2,797 +11%
CLA (CliftonLarsonAllen) Wealth Advisors
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1.49 M +USD 110 k +1,791 +8%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
USD 981 k – – –
VAF
7
Values Added Financial
District of Columbia
USD 947 k -USD 25.7 k -419 -3%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
USD 793 k +USD 36.8 k +600 +5%
BWG
9
Beta Wealth Group
California
USD 525 k +USD 8.4 k +137 +2%
Integrity Advisory Solutions
10
Integrity Advisory Solutions
Texas
USD 485 k +USD 27.3 k +445 +6%
Merit Financial Group
11
Merit Financial Group
Georgia
USD 441 k -USD 44.9 k -733 -9%
One Wealth Advisors
12
One Wealth Advisors
California
USD 439 k -USD 8.1 k -132 -2%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
USD 429 k -USD 12.1 k -198 -3%
Jones Financial Companies
14
Jones Financial Companies
Missouri
USD 365 k -USD 86 k -1,402 -19%
MGO One Seven
15
MGO One Seven
Ohio
USD 336 k -USD 24.9 k -406 -7%
AWM
16
Ariadne Wealth Management
California
USD 291 k +USD 675 +11 +0.2%
StoneX Group
17
StoneX Group
New York
USD 281 k +USD 281 k +4,578 Nuevas
AWM
18
Aries Wealth Management
Maine
USD 279 k – – –
Aprio Wealth Management
19
Aprio Wealth Management
Georgia
USD 245 k +USD 1.96 k +32 +0.8%
Bank of America
20
Bank of America
North Carolina
USD 225 k +USD 1.66 k +27 +0.7%
Jane Street
21
Jane Street
New York
USD 223 k -USD 136 k -2,225 -38%
WA
22
Waterford Advisors
New York
USD 205 k -USD 241 k -3,925 -32%
Farther Finance Advisors
23
Farther Finance Advisors
California
USD 191 k -USD 9.32 k -152 -5%
Citigroup
24
Citigroup
New York
USD 147 k +USD 12.5 k +204 +9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 97 k -USD 675 -11 -0.7%
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