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PATN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sovran Advisors
26
Sovran Advisors
California
USD 538 k +USD 113 k +3,309 +26%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
USD 524 k +USD 480 k +14,100 Nuevas
Private Advisor Group
28
Private Advisor Group
New Jersey
USD 493 k +USD 452 k +13,268 Nuevas
OAS
29
Optivise Advisory Services
Tennessee
USD 469 k +USD 430 k +12,619 Nuevas
SG
30
Sankala Group
Colorado
USD 421 k +USD 135 k +3,950 +50%
IAIM
31
International Assets Investment Management
Florida
USD 319 k – – –
Creative Financial Designs
32
Creative Financial Designs
Indiana
USD 304 k +USD 203 k +5,970 +271%
Advisory Services Network
33
Advisory Services Network
Georgia
USD 272 k +USD 206 k +6,031 +464%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
USD 256 k -USD 213 k -6,242 -47%
Kestra Advisory Services
35
Kestra Advisory Services
Texas
USD 247 k +USD 226 k +6,631 Nuevas
SEP
36
Signature Equity Partners
Ohio
USD 246 k +USD 225 k +6,617 Nuevas
MML Investors Services
37
MML Investors Services
Massachusetts
USD 245 k +USD 224 k +6,587 Nuevas
TCM
38
Triumph Capital Management
Colorado
USD 150 k +USD 137 k +4,027 Nuevas
Founders Financial Alliance
39
Founders Financial Alliance
North Carolina
USD 81.8 k +USD 75 k +2,200 Nuevas
Morgan Stanley
40
Morgan Stanley
New York
USD 37.2 k +USD 34.1 k +1,000 Nuevas
Golden State Wealth Management
41
Golden State Wealth Management
California
USD 23.4 k – – –
EverSource Wealth Advisors
42
EverSource Wealth Advisors
Alabama
USD 19.5 k – – –
Farther Finance Advisors
43
Farther Finance Advisors
California
USD 9.31 k – – –
KCM
44
Key Capital Management
Tennessee
USD 5.06 k – – –
TD Capital Management
45
TD Capital Management
Tennessee
USD 4.94 k +USD 4.53 k +133 Nuevas
GTS Securities
46
GTS Securities
Florida
– -USD 1.5 M -52,729 Cerradas
Citadel Advisors
47
Citadel Advisors
Florida
– -USD 368 k -12,939 Cerradas
Sound Income Strategies
48
Sound Income Strategies
Florida
– -USD 10.1 k -350 Cerradas
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