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TLTW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Diversify Advisory Services
101
Diversify Advisory Services
Utah
USD 303 k +USD 312 k +14,000 Nuevas
Wealth Effects
102
Wealth Effects
Massachusetts
USD 299 k -USD 28.4 k -1,275 -9%
LA
103
Latitude Advisors
Florida
USD 297 k +USD 10.5 k +470 +4%
Walled Lake Planning & Wealth Management
104
Walled Lake Planning & Wealth Management
Illinois
USD 294 k – – –
JPLA
105
Joseph P. Lucia & Associates
New York
USD 290 k +USD 11.2 k +505 +4%
Global Wealth Strategies & Associates
106
Global Wealth Strategies & Associates
Colorado
USD 290 k +USD 20.2 k +906 +8%
Nations Financial Group
107
Nations Financial Group
Iowa
USD 268 k +USD 267 k +11,989 Nuevas
Cullen/Frost Bankers
108
Cullen/Frost Bankers
Texas
USD 256 k +USD 28.9 k +1,296 +13%
Summit Financial
109
Summit Financial
New Jersey
USD 252 k +USD 44.5 k +2,000 +22%
Independent Advisor Alliance
110
Independent Advisor Alliance
North Carolina
USD 251 k -USD 386 k -17,345 -61%
Kovack Advisors
111
Kovack Advisors
Florida
USD 244 k -USD 9.35 k -420 -4%
Signature Estate & Investment Advisors
112
Signature Estate & Investment Advisors
California
USD 243 k +USD 242 k +10,865 Nuevas
Sentinel Pension Advisors
113
Sentinel Pension Advisors
Massachusetts
USD 241 k +USD 1.54 k +69 +0.6%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
USD 234 k +USD 233 k +10,477 Nuevas
Maridea Wealth Management
115
Maridea Wealth Management
New York
USD 234 k +USD 233 k +10,460 Nuevas
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
USD 183 k -USD 53.9 k -2,421 -23%
Founders Financial Alliance
117
Founders Financial Alliance
North Carolina
USD 169 k +USD 168 k +7,564 Nuevas
IAIM
118
International Assets Investment Management
Florida
USD 136 k +USD 245 +11 +0.2%
MidFirst Bank
119
MidFirst Bank
Oklahoma
USD 112 k – – –
JP Morgan Chase
120
JP Morgan Chase
New York
USD 106 k -USD 27.3 k -1,225 -21%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
USD 102 k -USD 22.3 k -1,000 -18%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
USD 70.1 k – – –
Allworth Financial
123
Allworth Financial
California
USD 62.6 k +USD 6.68 k +300 +12%
Luminist Capital
124
Luminist Capital
Michigan
USD 61.9 k -USD 4.21 k -189 -6%
Geneos Wealth Management
125
Geneos Wealth Management
Colorado
USD 55.4 k +USD 245 +11 +0.4%
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