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PTLC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Davenport & Co
51
Davenport & Co
Virginia
USD 4.47 M -USD 688 k -12,157 -14%
OFC Financial Planning
52
OFC Financial Planning
New Jersey
USD 4.22 M -USD 223 k -3,939 -5%
Henderson Brothers Financial Partners
53
Henderson Brothers Financial Partners
Pennsylvania
USD 4.16 M -USD 3.56 M -62,895 -47%
Ameriprise
54
Ameriprise
Minnesota
USD 4.12 M -USD 766 k -13,529 -16%
Magnolia Capital Advisors
55
Magnolia Capital Advisors
Mississippi
USD 4 M -USD 11.9 k -211 -0.3%
Vienna Asset Management
56
Vienna Asset Management
California
USD 3.65 M -USD 627 k -11,086 -15%
AFS
57
Aft Forsyth & Sober
Florida
USD 3.6 M – – –
Prospera Financial Services
58
Prospera Financial Services
Texas
USD 3.43 M +USD 70.8 k +1,251 +2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
USD 3.34 M +USD 14.3 k +252 +0.4%
Global Retirement Partners
60
Global Retirement Partners
California
USD 3.3 M +USD 3.2 M +56,632 Nuevas
Citigroup
61
Citigroup
New York
USD 2.97 M -USD 1.18 M -20,907 -29%
Whitaker-Myers Wealth Managers
62
Whitaker-Myers Wealth Managers
Ohio
USD 2.84 M +USD 24.3 k +429 +0.9%
Soltis Investment Advisors
63
Soltis Investment Advisors
Utah
USD 2.76 M -USD 49.7 k -878 -2%
Summit Financial
64
Summit Financial
New Jersey
USD 2.75 M +USD 1.65 M +29,200 +162%
Capital Investment Advisory Services
65
Capital Investment Advisory Services
North Carolina
USD 2.71 M +USD 31 k +548 +1%
One Degree Advisors
66
One Degree Advisors
California
USD 2.58 M +USD 196 k +3,457 +8%
Creative Financial Designs
67
Creative Financial Designs
Indiana
USD 2.47 M -USD 216 k -3,820 -8%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
USD 2.43 M +USD 1.76 M +31,029 +288%
Crux Wealth Advisors
69
Crux Wealth Advisors
California
USD 2.4 M +USD 20.4 k +361 +0.9%
Central Trust Company
70
Central Trust Company
Missouri
USD 2.39 M -USD 74.4 k -1,315 -3%
Regatta Research & Money Management
71
Regatta Research & Money Management
Louisiana
USD 2.38 M +USD 2.31 M +40,906 Nuevas
Oder Investment Management
72
Oder Investment Management
California
USD 2.37 M – – –
Stratos Wealth Partners
73
Stratos Wealth Partners
Ohio
USD 2.31 M -USD 411 k -7,267 -15%
Mather Group
74
Mather Group
Illinois
USD 2.3 M -USD 258 k -4,555 -10%
Goldman Sachs
75
Goldman Sachs
New York
USD 2.25 M +USD 2.19 M +38,637 Nuevas
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