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MTBA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Principal Securities
101
Principal Securities
Iowa
USD 493 k -USD 304 k -6,151 -38%
Vident Advisory
102
Vident Advisory
Georgia
USD 490 k +USD 55.8 k +1,131 +13%
Citadel Advisors
103
Citadel Advisors
Florida
USD 480 k -USD 3.64 M -73,809 -88%
Revisor Wealth Management
104
Revisor Wealth Management
Ohio
USD 452 k +USD 93.3 k +1,890 +26%
MGO One Seven
105
MGO One Seven
Ohio
USD 437 k +USD 105 k +2,127 +31%
MA
106
Mutual Advisors
Nebraska
USD 418 k +USD 116 k +2,359 +38%
Kingswood Wealth Advisors
107
Kingswood Wealth Advisors
California
USD 407 k +USD 12.3 k +250 +3%
Steward Partners Investment Advisory
108
Steward Partners Investment Advisory
New York
USD 372 k +USD 11.3 k +228 +3%
Advocacy Wealth Management Services
109
Advocacy Wealth Management Services
Georgia
USD 366 k -USD 5.48 k -111 -1%
AB
110
Atlas Brown
Kentucky
USD 341 k – – –
Peak Financial Advisors
111
Peak Financial Advisors
Colorado
USD 319 k -USD 16.6 M -336,545 -98%
Magnolia Private Wealth
112
Magnolia Private Wealth
Pennsylvania
USD 318 k +USD 4.24 k +86 +1%
Ables Iannone Moore & Associates
113
Ables Iannone Moore & Associates
Georgia
USD 305 k -USD 39.7 k -805 -11%
Trust Point Inc
114
Trust Point Inc
Wisconsin
USD 303 k +USD 303 k +6,148 Nuevas
Independent Advisor Alliance
115
Independent Advisor Alliance
North Carolina
USD 296 k -USD 5 M -101,310 -94%
Straight Path Wealth Management
116
Straight Path Wealth Management
Michigan
USD 296 k – – –
Mather Group
117
Mather Group
Illinois
USD 287 k -USD 131 k -2,645 -31%
IAA
118
Ironsides Asset Advisors
North Carolina
USD 287 k – – –
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
USD 283 k -USD 27.5 k -558 -9%
Steinberganna Wealth Management
120
Steinberganna Wealth Management
New York
USD 273 k -USD 351 k -7,104 -56%
Seelaus Asset Management
121
Seelaus Asset Management
New Jersey
USD 250 k -USD 19 k -385 -7%
Prime Capital Investment Advisors
122
Prime Capital Investment Advisors
Kansas
USD 246 k +USD 39.1 k +793 +19%
Vawter Financial
123
Vawter Financial
Ohio
USD 244 k – – –
Whittier Trust
124
Whittier Trust
California
USD 244 k +USD 197 +4 +0.1%
Caerus Investment Advisors
125
Caerus Investment Advisors
Texas
USD 236 k +USD 237 k +4,811 Nuevas
3 4
5
6 7