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PTLC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JCFM
126
JBR Co Financial Management
Oklahoma
USD 663 k -USD 29 k -513 -4%
Kingswood Wealth Advisors
127
Kingswood Wealth Advisors
California
USD 662 k -USD 95.6 k -1,690 -13%
Gimbal Financial
128
Gimbal Financial
Indiana
USD 654 k +USD 636 k +11,232 Nuevas
Precision Wealth Strategies
129
Precision Wealth Strategies
Missouri
USD 645 k +USD 626 k +11,067 Nuevas
Meridian Investment Counsel
130
Meridian Investment Counsel
California
USD 642 k -USD 47 k -830 -7%
Northern Trust
131
Northern Trust
Illinois
USD 640 k – – –
LT
132
Legacy Trust
Michigan
USD 635 k – – –
Insigneo Advisory Services
133
Insigneo Advisory Services
Florida
USD 633 k – – –
Capital & Planning LLC
134
Capital & Planning LLC
Georgia
USD 628 k -USD 28.3 k -500 -4%
HI
135
Hyundai Investments
South Korea
USD 624 k +USD 26.8 k +473 +5%
EverSource Wealth Advisors
136
EverSource Wealth Advisors
Alabama
USD 611 k – – –
World Investment Advisors
137
World Investment Advisors
California
USD 601 k -USD 80.8 k -1,428 -11%
Keating Financial Advisory Services
138
Keating Financial Advisory Services
Kansas
USD 597 k – – –
Patriot Financial Group Insurance Agency
139
Patriot Financial Group Insurance Agency
Massachusetts
USD 586 k -USD 569 k -10,061 -50%
Pinnacle Financial Partners (Georgia)
140
Pinnacle Financial Partners (Georgia)
Georgia
USD 580 k -USD 161 k -2,837 -22%
Alchemi Wealth
141
Alchemi Wealth
Connecticut
USD 566 k – – –
XML Financial
142
XML Financial
Maryland
USD 562 k +USD 546 k +9,648 Nuevas
Silverlake Wealth Management
143
Silverlake Wealth Management
Vermont
USD 551 k +USD 622 +11 +0.1%
Gladstone Institutional Advisory
144
Gladstone Institutional Advisory
Florida
USD 542 k – – –
LexAurum Advisors
145
LexAurum Advisors
Kansas
USD 536 k +USD 213 k +3,763 +69%
Titleist Asset Management
146
Titleist Asset Management
Texas
USD 508 k +USD 493 k +8,720 Nuevas
Proactive Wealth Strategies
147
Proactive Wealth Strategies
Georgia
USD 505 k – – –
Baird Financial Group
148
Baird Financial Group
Wisconsin
USD 501 k +USD 39.3 k +695 +9%
True North Advisors
149
True North Advisors
Texas
USD 489 k +USD 181 k +3,201 +62%
Mayflower Financial Advisors
150
Mayflower Financial Advisors
Massachusetts
USD 484 k – – –
4 5
6
7 8