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MTBA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
First American Trust
26
First American Trust
California
USD 7.79 M +USD 838 k +16,974 +12%
CCC
27
Compass Capital Corp
Massachusetts
USD 7.51 M -USD 719 k -14,576 -9%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
USD 7.44 M -USD 1.18 M -23,910 -14%
Ethos Financial Group
29
Ethos Financial Group
Pennsylvania
USD 6.65 M -USD 3.77 M -76,345 -36%
Fort Sheridan Advisors
30
Fort Sheridan Advisors
Illinois
USD 6.25 M +USD 376 k +7,625 +6%
AIG
31
Abbington Investment Group
Connecticut
USD 5.96 M -USD 441 k -8,945 -7%
NWAM LLC
32
NWAM LLC
Washington
USD 5.72 M -USD 940 k -19,042 -14%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
USD 5.56 M -USD 3.68 M -74,576 -40%
Keel Point
34
Keel Point
Alabama
USD 5.14 M +USD 3.28 M +66,433 +173%
Calamos Advisors
35
Calamos Advisors
Illinois
USD 5.11 M -USD 734 k -14,882 -12%
Wedbush Securities
36
Wedbush Securities
California
USD 4.86 M +USD 1.32 M +26,843 +37%
Breakwater Capital Group
37
Breakwater Capital Group
New Jersey
USD 4.68 M -USD 849 k -17,204 -15%
SHA
38
Seneca House Advisors
Virginia
USD 4.1 M -USD 1.74 M -35,333 -30%
JWCA
39
J.W. Cole Advisors
Florida
USD 3.46 M +USD 379 k +7,673 +12%
BI
40
Beckerman Institutional
New Jersey
USD 3.22 M +USD 39.5 k +800 +1%
PEA
41
Park Edge Advisors
Ohio
USD 3.14 M +USD 132 k +2,679 +4%
LWM
42
Lifetime Wealth Management
Texas
USD 2.85 M -USD 107 k -2,175 -4%
Kestra Private Wealth Services
43
Kestra Private Wealth Services
Texas
USD 2.73 M +USD 332 k +6,738 +14%
Western Wealth Management
44
Western Wealth Management
Colorado
USD 2.7 M +USD 155 k +3,144 +6%
FNBSF
45
First National Bank Sioux Falls
South Dakota
USD 2.62 M – – –
Anchor Investment Management
46
Anchor Investment Management
South Carolina
USD 2.56 M -USD 22.7 k -461 -0.9%
First Manhattan
47
First Manhattan
New York
USD 2.45 M – – –
Truist Financial
48
Truist Financial
North Carolina
USD 1.98 M -USD 2.26 M -45,714 -53%
Arkadios Wealth Advisors
49
Arkadios Wealth Advisors
Georgia
USD 1.9 M +USD 1.91 M +38,672 Nuevas
Dakota Wealth Management
50
Dakota Wealth Management
Florida
USD 1.66 M +USD 1.67 M +33,790 Nuevas
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