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PTIN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 20.2 M +USD 618 k +17,391 +3%
Raymond James Financial
2
Raymond James Financial
Florida
USD 16.6 M -USD 8.68 M -244,352 -35%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
USD 14.6 M -USD 944 k -26,574 -6%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
USD 12.5 M +USD 123 k +3,468 +1%
Wells Fargo
5
Wells Fargo
California
USD 10.4 M -USD 374 k -10,536 -4%
MBL Wealth
6
MBL Wealth
North Carolina
USD 9.18 M -USD 81.5 k -2,294 -0.9%
BWM
7
Bullock Wealth Management
Indiana
USD 7.76 M +USD 526 k +14,817 +7%
AlphaCore Capital
8
AlphaCore Capital
California
USD 7.7 M +USD 385 k +10,848 +5%
Empirical Finance
9
Empirical Finance
Pennsylvania
USD 5.6 M -USD 1.43 M -40,255 -21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 4.74 M -USD 59.9 k -1,687 -1%
MML Investors Services
11
MML Investors Services
Massachusetts
USD 3.59 M +USD 58.4 k +1,643 +2%
Mather Group
12
Mather Group
Illinois
USD 2.88 M -USD 585 k -16,468 -17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
USD 2.56 M -USD 136 k -3,818 -5%
Unique Wealth
14
Unique Wealth
Florida
USD 1.93 M +USD 1.43 M +40,255 +325%
Stifel Financial
15
Stifel Financial
Missouri
USD 1.83 M -USD 45.5 k -1,282 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
USD 1.74 M -USD 2.55 M -71,685 -60%
Jane Street
17
Jane Street
New York
USD 1.71 M +USD 1.66 M +46,626 Nuevas
ODA
18
One Degree Advisors
California
USD 1.49 M +USD 81 k +2,279 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 1.46 M -USD 243 k -6,836 -15%
HBFP
20
Henderson Brothers Financial Partners
Pennsylvania
USD 1.4 M -USD 1.23 M -34,487 -48%
Whitaker-Myers Wealth Managers
21
Whitaker-Myers Wealth Managers
Ohio
USD 1.37 M -USD 131 k -3,693 -9%
Summit Financial
22
Summit Financial
New Jersey
USD 1.35 M +USD 309 k +8,693 +31%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 1.32 M -USD 19.9 k -560 -2%
Kathmere Capital Management
24
Kathmere Capital Management
Pennsylvania
USD 1.04 M -USD 33.3 k -938 -3%
Ameriprise
25
Ameriprise
Minnesota
USD 857 k +USD 179 k +5,051 +28%
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