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TLTW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NCM
76
NCM Capital Management
New Jersey
USD 714 k -USD 3.76 k -169 -0.5%
Dover Advisors
77
Dover Advisors
Virginia
USD 697 k -USD 172 k -7,725 -20%
One Capital Management
78
One Capital Management
California
USD 645 k +USD 635 k +28,502 Nuevas
Avidian Wealth Enterprises
79
Avidian Wealth Enterprises
Texas
USD 644 k -USD 51.8 k -2,325 -7%
Principal Securities
80
Principal Securities
Iowa
USD 595 k +USD 146 k +6,577 +33%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
USD 570 k -USD 254 k -11,418 -31%
Advyzon Investment Management
82
Advyzon Investment Management
Illinois
USD 542 k -USD 4.41 k -198 -0.8%
Vestmark Advisory Solutions
83
Vestmark Advisory Solutions
Massachusetts
USD 510 k -USD 28.1 k -1,261 -5%
Mount Yale Investment Advisors
84
Mount Yale Investment Advisors
Colorado
USD 510 k -USD 31.3 k -1,407 -6%
Citigroup
85
Citigroup
New York
USD 505 k +USD 415 k +18,638 +468%
Lloyd Advisory Services
86
Lloyd Advisory Services
Georgia
USD 489 k +USD 487 k +21,873 Nuevas
Strategic Blueprint
87
Strategic Blueprint
Georgia
USD 489 k +USD 487 k +21,871 Nuevas
Perennial Investment Advisors
88
Perennial Investment Advisors
California
USD 473 k -USD 247 k -11,111 -34%
Corient Private Wealth
89
Corient Private Wealth
Florida
USD 468 k – – –
Global Retirement Partners
90
Global Retirement Partners
California
USD 467 k +USD 465 k +20,886 Nuevas
OneDigital Investment Advisors
91
OneDigital Investment Advisors
Kansas
USD 441 k +USD 440 k +19,737 Nuevas
World Investment Advisors
92
World Investment Advisors
California
USD 427 k -USD 2.12 k -95 -0.5%
Patten Group
93
Patten Group
Tennessee
USD 419 k +USD 418 k +18,767 Nuevas
Prosperity Capital Advisors
94
Prosperity Capital Advisors
Ohio
USD 395 k +USD 394 k +17,677 Nuevas
Foundations Investment Advisors
95
Foundations Investment Advisors
Arizona
USD 360 k -USD 130 k -5,825 -27%
Walser Wealth Management
96
Walser Wealth Management
Florida
USD 360 k -USD 130 k -5,825 -27%
Searle & Co
97
Searle & Co
Connecticut
USD 357 k – – –
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
USD 323 k +USD 322 k +14,473 Nuevas
FBT
99
First Bank & Trust
South Dakota
USD 322 k +USD 68.7 k +3,086 +27%
Diversify Wealth Management
100
Diversify Wealth Management
Utah
USD 303 k – – –
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