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TMUS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Larry Mathis Financial Planning
926
Larry Mathis Financial Planning
Arizona
USD 709 k +USD 801 k +4,229 Nuevas
SouthState Corp
927
SouthState Corp
Florida
USD 709 k -USD 391 k -2,066 -33%
Avestar Capital
928
Avestar Capital
New York
USD 708 k -USD 89.2 k -471 -10%
Lombard Odier Asset Management (Europe)
929
Lombard Odier Asset Management (Europe)
United Kingdom
USD 705 k +USD 796 k +4,205 Nuevas
Future Fund LLC
930
Future Fund LLC
Illinois
USD 703 k +USD 10.2 k +54 +1%
Atala Financial
931
Atala Financial
California
USD 699 k -USD 48.7 k -257 -6%
Principal Street Partners
932
Principal Street Partners
Tennessee
USD 697 k -USD 27.8 k -147 -3%
Bingham Private Wealth
933
Bingham Private Wealth
California
USD 696 k -USD 26.3 k -139 -3%
Prospera Financial Services
934
Prospera Financial Services
Texas
USD 693 k -USD 44.5 k -235 -5%
Personal CFO Solutions
935
Personal CFO Solutions
New Jersey
USD 691 k -USD 85.4 k -451 -10%
Integrated Advisors Network
936
Integrated Advisors Network
Texas
USD 690 k +USD 93.3 k +493 +14%
Wealth Alliance
937
Wealth Alliance
New York
USD 690 k +USD 779 k +4,112 Nuevas
Strategy Asset Managers
938
Strategy Asset Managers
California
USD 689 k +USD 15.1 k +80 +2%
Meridian Financial Partners
939
Meridian Financial Partners
Virginia
USD 689 k -USD 11 k -58 -2%
HMS Capital Management
940
HMS Capital Management
Tennessee
USD 688 k -USD 2.08 k -11 -0.3%
JMAC Enterprises
941
JMAC Enterprises
Pennsylvania
USD 688 k +USD 1.52 k +8 +0.2%
Constant Guidance Financial
942
Constant Guidance Financial
Massachusetts
USD 686 k +USD 774 k +4,090 Nuevas
Ellevest Inc
943
Ellevest Inc
New York
USD 681 k -USD 66.1 k -349 -8%
World Investment Advisors
944
World Investment Advisors
California
USD 680 k -USD 78 k -412 -11%
PCM Encore
945
PCM Encore
Colorado
USD 680 k -USD 41.5 k -219 -5%
LECAP Asset Management
946
LECAP Asset Management
United Kingdom
USD 678 k +USD 766 k +4,044 Nuevas
Penobscot Investment Management
947
Penobscot Investment Management
Massachusetts
USD 668 k -USD 1.3 M -6,891 -63%
Kintegral Advisory
948
Kintegral Advisory
New York
USD 667 k – – –
Insigneo Advisory Services
949
Insigneo Advisory Services
Florida
USD 665 k +USD 280 k +1,481 +60%
Bridgewater Advisors
950
Bridgewater Advisors
New York
USD 659 k -USD 95.6 k -505 -12%
36 37
38
39 40