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PTLC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Western Wealth Management
76
Western Wealth Management
Colorado
USD 2.12 M -USD 121 k -2,136 -6%
Integrated Wealth Concepts
77
Integrated Wealth Concepts
Massachusetts
USD 2.09 M +USD 37.4 k +661 +2%
Kathmere Capital Management
78
Kathmere Capital Management
Pennsylvania
USD 2.03 M -USD 53.2 k -941 -3%
Integrity Alliance
79
Integrity Alliance
Iowa
USD 2.03 M +USD 96.6 k +1,707 +5%
Harbour Investments
80
Harbour Investments
Wisconsin
USD 1.88 M -USD 56.2 k -993 -3%
IFP Advisors
81
IFP Advisors
Florida
USD 1.83 M +USD 87.5 k +1,546 +5%
WealthShield Partners
82
WealthShield Partners
North Carolina
USD 1.79 M – – –
Private Trust Company
83
Private Trust Company
Ohio
USD 1.71 M +USD 28.3 k +500 +2%
Perennial Investment Advisors
84
Perennial Investment Advisors
California
USD 1.63 M -USD 263 k -4,639 -14%
Oppenheimer & Co
85
Oppenheimer & Co
New York
USD 1.61 M -USD 47.6 k -841 -3%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
USD 1.61 M -USD 12.6 k -222 -0.8%
Jones Financial Companies
87
Jones Financial Companies
Missouri
USD 1.59 M +USD 1.57 M +27,831 Nuevas
Beam Wealth Advisors
88
Beam Wealth Advisors
Louisiana
USD 1.59 M +USD 7.92 k +140 +0.5%
WBI Investments
89
WBI Investments
New Jersey
USD 1.56 M -USD 21.9 k -387 -1%
&Partners
90
&Partners
Tennessee
USD 1.55 M +USD 13.8 k +244 +0.9%
ADE LLC
91
ADE LLC
Maryland
USD 1.52 M -USD 113 k -1,991 -7%
Camarda Financial Advisors
92
Camarda Financial Advisors
Florida
USD 1.45 M +USD 80.9 k +1,429 +6%
Tortuga Wealth Management
93
Tortuga Wealth Management
California
USD 1.44 M +USD 226 k +4,000 +19%
HRT Financial
94
HRT Financial
New York
USD 1.38 M +USD 1.03 M +18,281 +341%
TCFG Investment Advisors
95
TCFG Investment Advisors
California
USD 1.34 M +USD 84.8 k +1,498 +7%
SI
96
Saxon Interests
Texas
USD 1.28 M -USD 40.9 k -722 -3%
Strategic Financial Partners
97
Strategic Financial Partners
Oregon
USD 1.25 M +USD 2.83 k +50 +0.2%
Advisor Resource Council
98
Advisor Resource Council
Texas
USD 1.17 M -USD 14.7 k -260 -1%
Truist Financial
99
Truist Financial
North Carolina
USD 1.17 M -USD 20.4 k -360 -2%
Sage Mountain Advisors
100
Sage Mountain Advisors
Georgia
USD 1.14 M +USD 1.1 M +19,516 Nuevas
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