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PTEU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JCM
1
J2 Capital Management
Michigan
USD 3.91 M +USD 12.1 k +375 +0.3%
Raymond James Financial
2
Raymond James Financial
Florida
USD 1.99 M +USD 725 k +22,481 +60%
LPL Financial
3
LPL Financial
California
USD 1.78 M -USD 27.6 k -855 -2%
Stifel Financial
4
Stifel Financial
Missouri
USD 1.54 M +USD 96.1 k +2,983 +7%
Mather Group
5
Mather Group
Illinois
USD 1.2 M -USD 185 k -5,725 -14%
Jane Street
6
Jane Street
New York
USD 1.17 M +USD 159 k +4,948 +16%
Capital Investment Advisory Services
7
Capital Investment Advisory Services
North Carolina
USD 992 k +USD 4.09 k +127 +0.4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
USD 849 k -USD 1.26 M -39,075 -61%
OAS
9
Optivise Advisory Services
Tennessee
USD 450 k – – –
Goldman Sachs
10
Goldman Sachs
New York
USD 417 k -USD 17.4 k -541 -4%
Citadel Advisors
11
Citadel Advisors
Florida
USD 389 k +USD 127 k +3,952 +51%
GF
12
Gimbal Financial
Indiana
USD 308 k +USD 298 k +9,253 Nuevas
NFP Retirement Inc
13
NFP Retirement Inc
California
USD 295 k +USD 3.9 k +121 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 283 k +USD 26.7 k +828 +11%
MGO One Seven
15
MGO One Seven
Ohio
USD 215 k +USD 208 k +6,466 Nuevas
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
USD 205 k +USD 199 k +6,168 Nuevas
Osaic Holdings
17
Osaic Holdings
Arizona
USD 191 k -USD 24 k -746 -11%
IAIM
18
International Assets Investment Management
Florida
USD 138 k – – –
Morgan Stanley
19
Morgan Stanley
New York
USD 116 k – – –
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
USD 77.1 k +USD 74.5 k +2,313 Nuevas
NewEdge Advisors
21
NewEdge Advisors
Louisiana
USD 31.2 k – – –
BWM
22
Bullock Wealth Management
Indiana
USD 19.2 k – – –
Keating Financial Advisory Services
23
Keating Financial Advisory Services
Kansas
USD 15.3 k – – –
UBS Group
24
UBS Group
Switzerland
USD 15 k – – –
Vanguard Advisers Inc
25
Vanguard Advisers Inc
Pennsylvania
USD 6.76 k +USD 6.54 k +203 Nuevas
1
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