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PTMC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 39.7 M -USD 2.17 M -54,588 -5%
Morgan Stanley
2
Morgan Stanley
New York
USD 38.9 M -USD 2.28 M -57,347 -6%
Bank of America
3
Bank of America
North Carolina
USD 31.4 M -USD 3.11 M -78,314 -9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
USD 17.2 M -USD 366 k -9,197 -2%
LPL Financial
5
LPL Financial
California
USD 16.2 M -USD 40 k -1,006 -0.3%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
USD 12.6 M +USD 70 k +1,760 +0.6%
IWP
7
Invenio Wealth Partners
Florida
USD 11.3 M +USD 34.8 k +875 +0.3%
NewEdge Advisors
8
NewEdge Advisors
Louisiana
USD 10.9 M -USD 115 k -2,884 -1%
Raymond James Financial
9
Raymond James Financial
Florida
USD 10.4 M +USD 822 k +20,683 +9%
MBL Wealth
10
MBL Wealth
North Carolina
USD 9.45 M +USD 34.2 k +860 +0.4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 9.11 M -USD 370 k -9,302 -4%
Level Four Advisory Services
12
Level Four Advisory Services
Texas
USD 8.15 M +USD 129 k +3,241 +2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
USD 5.92 M -USD 529 k -13,300 -9%
BWM
14
Bullock Wealth Management
Indiana
USD 5.6 M +USD 79.3 k +1,994 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 4.68 M -USD 2.21 M -55,658 -33%
Stifel Financial
16
Stifel Financial
Missouri
USD 4.14 M +USD 29.4 k +740 +0.8%
ODFS
17
O'Donnell Financial Services
California
USD 3.29 M -USD 243 k -6,124 -7%
Geneos Wealth Management
18
Geneos Wealth Management
Colorado
USD 2.91 M -USD 25.5 k -642 -0.9%
UBS Group
19
UBS Group
Switzerland
USD 2.72 M -USD 180 k -4,527 -7%
Sanctuary Advisors
20
Sanctuary Advisors
Indiana
USD 2.36 M +USD 6.96 k +175 +0.3%
WI
21
WBI Investments
New Jersey
USD 2.05 M -USD 185 k -4,659 -9%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 2.01 M +USD 188 k +4,723 +11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
USD 1.99 M +USD 8.9 k +224 +0.5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 1.77 M -USD 79.9 k -2,010 -5%
Empirical Finance
25
Empirical Finance
Pennsylvania
USD 1.59 M -USD 410 k -10,305 -21%
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