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PTNQ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 118 M -USD 8.69 M -104,432 -7%
Raymond James Financial
2
Raymond James Financial
Florida
USD 89.6 M +USD 14.7 M +176,772 +21%
Bank of America
3
Bank of America
North Carolina
USD 78.2 M -USD 4.72 M -56,700 -6%
Morgan Stanley
4
Morgan Stanley
New York
USD 78.2 M +USD 1.18 M +14,164 +2%
Wells Fargo
5
Wells Fargo
California
USD 44.8 M -USD 4.62 M -55,496 -10%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 39.8 M -USD 16.6 M -200,016 -31%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
USD 37.4 M -USD 920 k -11,049 -3%
One Capital Management
8
One Capital Management
California
USD 19.5 M – – –
UBS Group
9
UBS Group
Switzerland
USD 18.8 M -USD 1.98 M -23,815 -10%
Geneos Wealth Management
10
Geneos Wealth Management
Colorado
USD 16.9 M +USD 2.09 M +25,089 +15%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
USD 14.1 M +USD 415 k +4,984 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 13.3 M +USD 855 k +10,277 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 13.2 M -USD 1 M -12,051 -8%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
USD 12.9 M +USD 700 k +8,413 +6%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
USD 11.6 M -USD 727 k -8,734 -6%
Steward Partners Investment Advisory
16
Steward Partners Investment Advisory
New York
USD 11.5 M -USD 618 k -7,420 -5%
MWM
17
MY Wealth Management
Maryland
USD 11 M +USD 10.3 M +123,970 Nuevas
Level Four Advisory Services
18
Level Four Advisory Services
Texas
USD 10.4 M +USD 160 k +1,923 +2%
BWM
19
Bullock Wealth Management
Indiana
USD 8.71 M +USD 694 k +8,335 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 8.09 M -USD 578 k -6,941 -7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
USD 5.94 M -USD 908 k -10,904 -14%
Kestra Advisory Services
22
Kestra Advisory Services
Texas
USD 5.85 M -USD 308 k -3,695 -5%
MBL Wealth
23
MBL Wealth
North Carolina
USD 5.66 M -USD 166 k -1,997 -3%
Stifel Financial
24
Stifel Financial
Missouri
USD 5.22 M -USD 1.75 M -21,000 -26%
Prospera Financial Services
25
Prospera Financial Services
Texas
USD 5.01 M +USD 385 k +4,624 +9%
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