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PTIN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MONECO Advisors
26
MONECO Advisors
Connecticut
USD 758 k -USD 26.9 k -756 -4%
Kestra Advisory Services
27
Kestra Advisory Services
Texas
USD 749 k +USD 67.5 k +1,900 +10%
NewEdge Advisors
28
NewEdge Advisors
Louisiana
USD 687 k -USD 9.24 k -260 -1%
ADE LLC
29
ADE LLC
Maryland
USD 676 k -USD 88.3 k -2,485 -12%
NFP Retirement Inc
30
NFP Retirement Inc
California
USD 577 k +USD 6.54 k +184 +1%
Steward Partners Investment Advisory
31
Steward Partners Investment Advisory
New York
USD 570 k -USD 71 -2 -0%
Private Advisor Group
32
Private Advisor Group
New Jersey
USD 545 k -USD 45.9 k -1,293 -8%
LT
33
Legacy Trust
Michigan
USD 534 k – – –
Jacobi Capital Management
34
Jacobi Capital Management
Pennsylvania
USD 454 k – – –
GeoWealth Management
35
GeoWealth Management
Illinois
USD 438 k +USD 23.9 k +673 +6%
J2 Capital Management
36
J2 Capital Management
Michigan
USD 363 k -USD 2.77 k -78 -0.8%
Private Trust Company
37
Private Trust Company
Ohio
USD 340 k – – –
Clark Asset Management
38
Clark Asset Management
New Hampshire
USD 332 k – – –
Concurrent Investment Advisors
39
Concurrent Investment Advisors
Florida
USD 314 k -USD 47.9 k -1,347 -14%
MGO One Seven
40
MGO One Seven
Ohio
USD 229 k -USD 1.81 k -51 -0.8%
Sykon Capital
41
Sykon Capital
New York
USD 224 k +USD 217 k +6,122 Nuevas
Capital Investment Advisory Services
42
Capital Investment Advisory Services
North Carolina
USD 189 k +USD 13.9 k +391 +8%
AmeriFlex Group
43
AmeriFlex Group
Nevada
USD 103 k +USD 53.6 k +1,510 +117%
Harbour Investments
44
Harbour Investments
Wisconsin
USD 87.1 k – – –
Morgan Stanley
45
Morgan Stanley
New York
USD 49.3 k – – –
IFP Advisors
46
IFP Advisors
Florida
USD 45.8 k – – –
EverSource Wealth Advisors
47
EverSource Wealth Advisors
Alabama
USD 39 k – – –
IAIM
48
International Assets Investment Management
Florida
USD 34.1 k – – –
IFG Advisory
49
IFG Advisory
Georgia
USD 32.4 k +USD 31.4 k +884 Nuevas
Regatta Research & Money Management
50
Regatta Research & Money Management
Louisiana
USD 32.1 k +USD 31.1 k +876 Nuevas
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