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TFI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Atria Investments
151
Atria Investments
North Carolina
USD 817 k +USD 465 k +10,208 +134%
Focus Partners Advisor Solutions
152
Focus Partners Advisor Solutions
Missouri
USD 806 k -USD 51.5 k -1,131 -6%
Transcendent Capital Group
153
Transcendent Capital Group
Oklahoma
USD 798 k -USD 9.6 k -211 -1%
D.J. St. Germain
154
D.J. St. Germain
Massachusetts
USD 792 k -USD 51.8 k -1,137 -6%
Advisornet Financial
155
Advisornet Financial
Minnesota
USD 780 k -USD 1.55 k -34 -0.2%
Meadowbrook Advisors Group
156
Meadowbrook Advisors Group
New Jersey
USD 778 k – – –
Hazlett, Burt & Watson
157
Hazlett, Burt & Watson
West Virginia
USD 767 k – – –
Private Trust Company
158
Private Trust Company
Ohio
USD 764 k +USD 333 k +7,311 +78%
Linscomb Wealth
159
Linscomb Wealth
Texas
USD 750 k -USD 7.6 k -167 -1%
BlackRock
160
BlackRock
New York
USD 743 k +USD 13.6 k +299 +2%
Colton Groome Financial Advisors
161
Colton Groome Financial Advisors
North Carolina
USD 741 k +USD 475 k +10,425 +181%
Dopkins Wealth Management
162
Dopkins Wealth Management
New York
USD 721 k -USD 51.3 k -1,126 -7%
Aprio Wealth Management
163
Aprio Wealth Management
Georgia
USD 717 k +USD 10 k +220 +1%
Stokes Family Office
164
Stokes Family Office
Louisiana
USD 709 k – – –
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
USD 697 k -USD 15.5 k -340 -2%
Creative Planning
166
Creative Planning
Kansas
USD 694 k -USD 336 k -7,384 -33%
Fairway Wealth
167
Fairway Wealth
Ohio
USD 692 k -USD 16.3 k -358 -2%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
USD 678 k -USD 54.8 k -1,203 -8%
Balentine LLC
169
Balentine LLC
Georgia
USD 675 k -USD 1.1 M -24,249 -62%
IWN
170
Independent Wealth Network
Iowa
USD 651 k +USD 319 +7 +0%
Atomi Financial Group
171
Atomi Financial Group
New York
USD 646 k +USD 10.3 k +227 +2%
Oppenheimer & Co
172
Oppenheimer & Co
New York
USD 646 k +USD 39.2 k +860 +6%
Wealthcare Capital Partners
173
Wealthcare Capital Partners
Pennsylvania
USD 643 k -USD 8.47 k -186 -1%
Level Four Advisory Services
174
Level Four Advisory Services
Texas
USD 615 k +USD 1.37 k +30 +0.2%
Steward Partners Investment Advisory
175
Steward Partners Investment Advisory
New York
USD 595 k +USD 46 +1 +0%
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