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TFI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cullen/Frost Bankers
51
Cullen/Frost Bankers
Texas
USD 5.71 M +USD 527 k +11,580 +10%
Ameriprise
52
Ameriprise
Minnesota
USD 5.61 M -USD 1.27 M -27,879 -19%
Wealthspire Advisors (New York)
53
Wealthspire Advisors (New York)
New York
USD 5.36 M -USD 169 k -3,707 -3%
Mather Group
54
Mather Group
Illinois
USD 5.33 M -USD 223 k -4,906 -4%
Savvy Advisors Inc
55
Savvy Advisors Inc
New York
USD 5.25 M +USD 25.8 k +566 +0.5%
Collective Family Office
56
Collective Family Office
Pennsylvania
USD 5.16 M -USD 25.5 k -561 -0.5%
Renaissance Technologies
57
Renaissance Technologies
New York
USD 5.1 M +USD 4.16 M +91,320 +454%
CIM
58
Capital Investment Management
Missouri
USD 5.03 M +USD 833 k +18,297 +20%
Great Valley Advisor Group
59
Great Valley Advisor Group
Delaware
USD 4.76 M +USD 245 k +5,372 +5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
USD 4.4 M +USD 1.25 M +27,534 +40%
Ascent Group
61
Ascent Group
Virginia
USD 4.32 M +USD 3.57 M +78,378 +494%
Manning & Napier Advisors
62
Manning & Napier Advisors
New York
USD 4.21 M +USD 1.04 M +22,853 +33%
Ashton Thomas Securities
63
Ashton Thomas Securities
New York
USD 4.2 M +USD 183 k +4,022 +5%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
USD 4.11 M +USD 54.8 k +1,204 +1%
CX Institutional
65
CX Institutional
Indiana
USD 4.01 M +USD 1.97 M +43,350 +98%
McAdam LLC
66
McAdam LLC
Pennsylvania
USD 3.95 M -USD 3.17 M -69,658 -45%
Integrated Wealth Concepts
67
Integrated Wealth Concepts
Massachusetts
USD 3.81 M +USD 1.66 M +36,501 +78%
Logan Stone Capital
68
Logan Stone Capital
Illinois
USD 3.67 M +USD 3.65 M +80,122 Nuevas
INVST
69
INVST
Indiana
USD 3.54 M +USD 221 k +4,863 +7%
Bleakley Financial Group
70
Bleakley Financial Group
New Jersey
USD 3.46 M +USD 2.91 M +63,912 +551%
Versant Capital Management
71
Versant Capital Management
Arizona
USD 3.39 M -USD 600 k -13,185 -15%
Private Advisor Group
72
Private Advisor Group
New Jersey
USD 3.31 M -USD 195 k -4,274 -6%
Beacon Pointe Advisors
73
Beacon Pointe Advisors
California
USD 3.28 M -USD 132 k -2,893 -4%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
USD 3.16 M -USD 140 k -3,082 -4%
Choreo LLC
75
Choreo LLC
Illinois
USD 3.14 M +USD 27.4 k +601 +0.9%
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