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PTMC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Whitaker-Myers Wealth Managers
26
Whitaker-Myers Wealth Managers
Ohio
USD 1.4 M -USD 77.5 k -1,949 -5%
Maridea Wealth Management
27
Maridea Wealth Management
New York
USD 1.33 M -USD 5.61 k -141 -0.4%
Meridian Wealth Advisors
28
Meridian Wealth Advisors
Texas
USD 1.3 M – – –
Citadel Advisors
29
Citadel Advisors
Florida
USD 1.26 M +USD 350 k +8,794 +41%
TWP
30
Tyche Wealth Partners
Texas
USD 847 k – – –
Bryn Mawr Capital Management
31
Bryn Mawr Capital Management
Pennsylvania
USD 824 k -USD 1.43 k -36 -0.2%
Kestra Advisory Services
32
Kestra Advisory Services
Texas
USD 817 k +USD 37.8 k +952 +5%
B. Riley Wealth Advisors
33
B. Riley Wealth Advisors
Florida
USD 667 k -USD 18.1 k -455 -3%
Private Advisor Group
34
Private Advisor Group
New Jersey
USD 644 k -USD 22.4 k -564 -4%
LT
35
Legacy Trust
Michigan
USD 639 k – – –
MML Investors Services
36
MML Investors Services
Massachusetts
USD 615 k +USD 100 k +2,524 +21%
Capital Investment Advisory Services
37
Capital Investment Advisory Services
North Carolina
USD 573 k +USD 12.5 k +315 +2%
Unique Wealth
38
Unique Wealth
Florida
USD 565 k +USD 537 k +13,504 Nuevas
ADE LLC
39
ADE LLC
Maryland
USD 536 k -USD 24 k -603 -4%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
USD 511 k – – –
Concurrent Investment Advisors
41
Concurrent Investment Advisors
Florida
USD 488 k -USD 54.7 k -1,377 -11%
Waddell & Associates
42
Waddell & Associates
Tennessee
USD 484 k – – –
Strategic Financial Partners
43
Strategic Financial Partners
Oregon
USD 441 k +USD 8.15 k +205 +2%
Focused Alpha LLC
44
Focused Alpha LLC
Colorado
USD 440 k -USD 9.5 k -239 -2%
&Partners
45
&Partners
Tennessee
USD 413 k -USD 1.95 k -49 -0.5%
Independent Financial Group
46
Independent Financial Group
California
USD 412 k -USD 71.4 k -1,795 -15%
GeoWealth Management
47
GeoWealth Management
Illinois
USD 409 k +USD 27.5 k +691 +8%
J2 Capital Management
48
J2 Capital Management
Michigan
USD 406 k -USD 140 k -3,530 -27%
J.W. Cole Advisors
49
J.W. Cole Advisors
Florida
USD 395 k +USD 376 k +9,450 Nuevas
Gimbal Financial
50
Gimbal Financial
Indiana
USD 390 k +USD 371 k +9,322 Nuevas
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