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PTNQ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Clark Asset Management
101
Clark Asset Management
New Hampshire
USD 397 k – – –
Insigneo Advisory Services
102
Insigneo Advisory Services
Florida
USD 378 k – – –
Money Concepts Capital
103
Money Concepts Capital
Florida
USD 373 k +USD 14.6 k +176 +4%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
USD 348 k – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
USD 345 k +USD 5.49 k +66 +2%
Stewardship Concepts Financial Services
106
Stewardship Concepts Financial Services
Washington
USD 340 k -USD 27.6 k -332 -8%
Aptus Capital Advisors
107
Aptus Capital Advisors
Alabama
USD 338 k – – –
Clarus Group
108
Clarus Group
Texas
USD 338 k – – –
NFP Retirement Inc
109
NFP Retirement Inc
California
USD 336 k +USD 5.16 k +62 +2%
HBW Advisory Services
110
HBW Advisory Services
California
USD 332 k -USD 15.5 k -186 -5%
CreativeOne Wealth
111
CreativeOne Wealth
Kansas
USD 331 k -USD 17.2 k -207 -5%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
USD 325 k +USD 255 k +3,065 +511%
Focus Partners Advisor Solutions
113
Focus Partners Advisor Solutions
Missouri
USD 318 k +USD 18.3 k +220 +7%
SWS Partners
114
SWS Partners
Ohio
USD 312 k – – –
Baird Financial Group
115
Baird Financial Group
Wisconsin
USD 298 k – – –
JP Morgan Chase
116
JP Morgan Chase
New York
USD 296 k -USD 4.91 k -59 -2%
Mascagni Wealth Management
117
Mascagni Wealth Management
Mississippi
USD 290 k -USD 11.5 k -138 -4%
AmeriFlex Group
118
AmeriFlex Group
Nevada
USD 285 k – – –
Stegent Equity Advisors
119
Stegent Equity Advisors
Texas
USD 283 k – – –
Calton & Associates
120
Calton & Associates
Florida
USD 281 k -USD 174 k -2,094 -40%
Jacobi Capital Management
121
Jacobi Capital Management
Pennsylvania
USD 269 k – – –
MA
122
Mutual Advisors
Nebraska
USD 264 k +USD 7.07 k +85 +3%
Trustmark National Bank Trust Department
123
Trustmark National Bank Trust Department
Mississippi
USD 259 k – – –
QRG Capital Management
124
QRG Capital Management
Illinois
USD 253 k +USD 238 k +2,858 Nuevas
TWP
125
Tyche Wealth Partners
Texas
USD 248 k – – –
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