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TFI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Brinker Capital Investments
101
Brinker Capital Investments
Pennsylvania
USD 1.83 M +USD 328 k +7,194 +22%
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
USD 1.78 M +USD 457 k +10,041 +35%
ShoreHaven Wealth Partners
103
ShoreHaven Wealth Partners
New Jersey
USD 1.66 M +USD 1.28 M +28,222 +353%
McMill Wealth Management
104
McMill Wealth Management
Nebraska
USD 1.66 M +USD 2.12 M +46,659 +243%
BCGM Wealth Management
105
BCGM Wealth Management
Indiana
USD 1.62 M +USD 1.33 M +29,195 +474%
Fidelity Investments
106
Fidelity Investments
Massachusetts
USD 1.62 M +USD 204 k +4,483 +15%
SWS Partners
107
SWS Partners
Ohio
USD 1.54 M +USD 2.5 k +55 +0.2%
Farther Finance Advisors
108
Farther Finance Advisors
California
USD 1.49 M +USD 26.5 k +583 +2%
Gradient Investments
109
Gradient Investments
Minnesota
USD 1.49 M +USD 50.4 k +1,106 +4%
IFP Advisors
110
IFP Advisors
Florida
USD 1.49 M +USD 472 k +10,365 +47%
Perigon Wealth Management
111
Perigon Wealth Management
California
USD 1.46 M +USD 1.18 M +25,825 +421%
Nicolet Bankshares
112
Nicolet Bankshares
Wisconsin
USD 1.41 M +USD 182 +4 +0%
Concurrent Investment Advisors
113
Concurrent Investment Advisors
Florida
USD 1.41 M +USD 1.02 M +22,412 +268%
Eagle Strategies
114
Eagle Strategies
New York
USD 1.36 M +USD 51 k +1,120 +4%
Citigroup
115
Citigroup
New York
USD 1.31 M +USD 39.9 k +876 +3%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
USD 1.3 M +USD 1.29 M +28,321 Nuevas
Novus Advisors
117
Novus Advisors
South Carolina
USD 1.27 M +USD 7.6 k +167 +0.6%
Midwest Financial Network
118
Midwest Financial Network
Illinois
USD 1.26 M +USD 211 k +4,630 +20%
Eagle Rock Investment Company
119
Eagle Rock Investment Company
Georgia
USD 1.25 M -USD 299 k -6,576 -19%
GAMMA Investing
120
GAMMA Investing
California
USD 1.22 M +USD 331 k +7,271 +37%
Global Retirement Partners
121
Global Retirement Partners
California
USD 1.21 M +USD 1.2 M +26,329 Nuevas
SEI Investments
122
SEI Investments
Pennsylvania
USD 1.21 M -USD 103 k -2,252 -8%
FNWM
123
Financial Network Wealth Management
Utah
USD 1.2 M – – –
Cumberland Advisors
124
Cumberland Advisors
Florida
USD 1.16 M +USD 98.3 k +2,160 +9%
Tilson Financial Group
125
Tilson Financial Group
New Jersey
USD 1.16 M +USD 42.7 k +937 +4%
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