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PTLC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of New York Mellon
176
Bank of New York Mellon
New York
USD 306 k +USD 30.6 k +541 +11%
WNY Asset Management
177
WNY Asset Management
New York
USD 304 k -USD 84.1 k -1,486 -22%
Kinloch Capital
178
Kinloch Capital
Virginia
USD 299 k +USD 21 k +372 +8%
SWS Partners
179
SWS Partners
Ohio
USD 298 k – – –
NFP Retirement Inc
180
NFP Retirement Inc
California
USD 294 k +USD 2.38 k +42 +0.8%
Element Pointe Advisors
181
Element Pointe Advisors
Florida
USD 293 k – – –
BlackRock
182
BlackRock
New York
USD 291 k +USD 84.9 k +1,500 +43%
Insight Advisors
183
Insight Advisors
Pennsylvania
USD 291 k – – –
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
USD 282 k – – –
Allworth Financial
185
Allworth Financial
California
USD 276 k – – –
Align Financial
186
Align Financial
Minnesota
USD 269 k – – –
Ankerstar Wealth
187
Ankerstar Wealth
Texas
USD 265 k -USD 8.83 k -156 -3%
CIBC Bancorp USA
188
CIBC Bancorp USA
Illinois
USD 265 k – – –
Quantum Financial Partners
189
Quantum Financial Partners
Kansas
USD 261 k +USD 254 k +4,485 Nuevas
Mascagni Wealth Management
190
Mascagni Wealth Management
Mississippi
USD 260 k – – –
Heritage Wealth Management (Ohio)
191
Heritage Wealth Management (Ohio)
Ohio
USD 246 k – – –
BNB Wealth Management
192
BNB Wealth Management
Maryland
USD 246 k -USD 19.8 k -350 -8%
Inspire Advisors
193
Inspire Advisors
Idaho
USD 244 k -USD 7.41 k -131 -3%
Laird Norton Wetherby Trust Company
194
Laird Norton Wetherby Trust Company
Washington
USD 243 k – – –
Ashton Thomas Private Wealth
195
Ashton Thomas Private Wealth
Arizona
USD 242 k +USD 235 k +4,150 Nuevas
AW
196
Avion Wealth
Texas
USD 239 k – – –
New England Private Wealth Advisors
197
New England Private Wealth Advisors
Massachusetts
USD 237 k – – –
Focus Partners Wealth
198
Focus Partners Wealth
Massachusetts
USD 225 k – – –
Tempus Wealth Planning
199
Tempus Wealth Planning
California
USD 221 k +USD 214 k +3,790 Nuevas
BWIA
200
Bryant Woods Investment Advisors
New York
USD 219 k +USD 213 k +3,757 Nuevas
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