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TFI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Venturi Wealth Management
201
Venturi Wealth Management
Texas
USD 406 k – – –
Hexagon Capital Partners
202
Hexagon Capital Partners
Arkansas
USD 404 k +USD 13.2 k +289 +3%
Edgestream Partners
203
Edgestream Partners
New Jersey
USD 403 k +USD 98.3 k +2,159 +33%
Quadrature Capital
204
Quadrature Capital
United Kingdom
USD 402 k +USD 400 k +8,787 Nuevas
Strategic Blueprint
205
Strategic Blueprint
Georgia
USD 395 k +USD 182 k +4,004 +87%
Tortoise Investment Management
206
Tortoise Investment Management
New York
USD 394 k -USD 109 k -2,400 -22%
HBK Sorce Advisory
207
HBK Sorce Advisory
Pennsylvania
USD 387 k -USD 75.9 k -1,667 -16%
Juncture Wealth Strategies
208
Juncture Wealth Strategies
Arizona
USD 380 k +USD 35.1 k +772 +10%
Omega Financial Group
209
Omega Financial Group
California
USD 377 k -USD 2.69 k -59 -0.7%
Friedenthal Financial
210
Friedenthal Financial
New Jersey
USD 376 k -USD 10.3 k -227 -3%
One Day In July LLC
211
One Day In July LLC
Vermont
USD 374 k – – –
Tanager Wealth Management
212
Tanager Wealth Management
United Kingdom
USD 367 k – – –
Founders Financial Securities
213
Founders Financial Securities
Maryland
USD 367 k +USD 46 +1 +0%
Aventura Private Wealth
214
Aventura Private Wealth
Florida
USD 364 k -USD 5.05 k -111 -1%
Icon Wealth Advisors
215
Icon Wealth Advisors
Texas
USD 364 k +USD 228 +5 +0.1%
Sawgrass Asset Management
216
Sawgrass Asset Management
Florida
USD 361 k – – –
Alesco Advisors
217
Alesco Advisors
New York
USD 359 k -USD 71.1 k -1,562 -17%
Silver Oak Securities
218
Silver Oak Securities
Tennessee
USD 351 k -USD 25 k -550 -7%
B. Riley Wealth Advisors
219
B. Riley Wealth Advisors
Florida
USD 349 k +USD 347 k +7,619 Nuevas
Miracle Mile Advisors
220
Miracle Mile Advisors
California
USD 340 k +USD 134 k +2,950 +66%
One Wealth Advisors
221
One Wealth Advisors
California
USD 333 k – – –
Retirement Wealth Solutions
222
Retirement Wealth Solutions
Wisconsin
USD 329 k -USD 315 k -6,922 -49%
SigFig Wealth Management
223
SigFig Wealth Management
California
USD 321 k +USD 3.87 k +85 +1%
Parkway Wealth Management
224
Parkway Wealth Management
Texas
USD 313 k -USD 46.9 k -1,031 -13%
Sowell Financial Services
225
Sowell Financial Services
Arkansas
USD 310 k +USD 8.06 k +177 +3%
7 8
9
10 11