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PTLC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
USD 1.11 M – – –
Focus Partners Advisor Solutions
102
Focus Partners Advisor Solutions
Missouri
USD 1.11 M +USD 13.4 k +237 +1%
Equitable Holdings
103
Equitable Holdings
New York
USD 1.07 M -USD 81.3 k -1,436 -7%
D.A. Davidson & Co
104
D.A. Davidson & Co
Montana
USD 1.06 M -USD 154 k -2,720 -13%
Advisory Services Network
105
Advisory Services Network
Georgia
USD 1.04 M +USD 656 k +11,587 +186%
Kestra Private Wealth Services
106
Kestra Private Wealth Services
Texas
USD 1.03 M -USD 310 k -5,476 -24%
Ameritas Advisory Services
107
Ameritas Advisory Services
Nebraska
USD 1.01 M +USD 119 k +2,097 +14%
Sigma Planning Corp
108
Sigma Planning Corp
Michigan
USD 998 k -USD 18.7 k -330 -2%
Invenio Wealth Partners
109
Invenio Wealth Partners
Florida
USD 962 k -USD 1.24 k -22 -0.1%
WCG Wealth Advisors
110
WCG Wealth Advisors
Nevada
USD 952 k -USD 38.4 k -678 -4%
Independent Financial Group
111
Independent Financial Group
California
USD 912 k -USD 219 k -3,868 -20%
P.J. Schmidt Investment Management (PJS)
112
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 880 k -USD 108 k -1,914 -11%
IAIM
113
International Assets Investment Management
Florida
USD 850 k +USD 78.6 k +1,389 +10%
Atria Investments
114
Atria Investments
North Carolina
USD 840 k +USD 816 k +14,420 Nuevas
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
USD 796 k -USD 56.6 k -1,000 -7%
Welch Group
116
Welch Group
Alabama
USD 793 k – – –
Arax Advisory Partners
117
Arax Advisory Partners
Colorado
USD 751 k -USD 224 k -3,951 -23%
Apollon Wealth Management
118
Apollon Wealth Management
South Carolina
USD 711 k – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
USD 703 k +USD 136 k +2,396 +25%
Money Concepts Capital
120
Money Concepts Capital
Florida
USD 692 k -USD 1.87 M -32,961 -73%
GeoWealth Management
121
GeoWealth Management
Illinois
USD 686 k +USD 47.8 k +844 +8%
Clark Asset Management
122
Clark Asset Management
New Hampshire
USD 678 k – – –
XY Planning Network
123
XY Planning Network
Montana
USD 674 k – – –
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
USD 674 k +USD 276 k +4,870 +73%
Flow Traders U.S.
125
Flow Traders U.S.
New York
USD 668 k +USD 649 k +11,469 Nuevas
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