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PTBD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
USD 319 k -USD 17.5 k -913 -5%
Sanctuary Advisors
27
Sanctuary Advisors
Indiana
USD 308 k -USD 4.6 k -240 -1%
Morey & Quinn Wealth Partners
28
Morey & Quinn Wealth Partners
Nebraska
USD 308 k – – –
Truist Financial
29
Truist Financial
North Carolina
USD 231 k +USD 2.05 k +107 +0.9%
Independent Financial Group
30
Independent Financial Group
California
USD 223 k -USD 46.7 k -2,433 -17%
Stifel Financial
31
Stifel Financial
Missouri
USD 207 k -USD 4.82 k -251 -2%
Stratos Wealth Partners
32
Stratos Wealth Partners
Ohio
USD 203 k -USD 91.6 k -4,774 -31%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
USD 187 k +USD 2.67 k +139 +1%
Mather Group
34
Mather Group
Illinois
USD 62.7 k -USD 2.3 M -119,641 -97%
IFP Advisors
35
IFP Advisors
Florida
USD 49.3 k -USD 11.1 k -579 -18%
Aptus Capital Advisors
36
Aptus Capital Advisors
Alabama
USD 41.2 k +USD 38 +2 +0.1%
BWM
37
Bullock Wealth Management
Indiana
USD 28.8 k – – –
Global Retirement Partners
38
Global Retirement Partners
California
USD 27.8 k +USD 27.8 k +1,451 Nuevas
AlphaCore Capital
39
AlphaCore Capital
California
USD 18.2 k – – –
Creative Financial Designs
40
Creative Financial Designs
Indiana
USD 15.1 k -USD 5.45 M -283,989 -100%
Geneos Wealth Management
41
Geneos Wealth Management
Colorado
USD 13.7 k -USD 6.2 k -323 -31%
UBS Group
42
UBS Group
Switzerland
USD 11.8 k +USD 6.87 k +358 +140%
CoreCap Advisors
43
CoreCap Advisors
Michigan
USD 10.3 k – – –
Harbour Investments
44
Harbour Investments
Wisconsin
USD 9.2 k -USD 8 k -417 -46%
Evelyn Partners
45
Evelyn Partners
USD 7.98 k +USD 7.98 k +416 Nuevas
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
USD 7 k +USD 7 k +365 Nuevas
JFS Wealth Advisors
47
JFS Wealth Advisors
Pennsylvania
USD 154 +USD 153 +8 Nuevas
JP Morgan Chase
48
JP Morgan Chase
New York
USD 13 -USD 642 k -33,492 Cerradas
Magnolia Capital Advisors
49
Magnolia Capital Advisors
Mississippi
– -USD 5.53 M -291,105 Cerradas
Citadel Advisors
50
Citadel Advisors
Florida
– -USD 750 k -39,524 Cerradas
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