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TRGP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BAM Wealth Management
576
BAM Wealth Management
Colorado
USD 807 k -USD 233 k -905 -23%
Mosaic Family Wealth Partners
577
Mosaic Family Wealth Partners
Missouri
USD 806 k +USD 24.2 k +94 +3%
Collaborative Capital Advisors
578
Collaborative Capital Advisors
New York
USD 804 k +USD 771 k +3,000 Nuevas
Next Level Private
579
Next Level Private
New York
USD 799 k +USD 6.17 k +24 +0.8%
Modern Wealth Management
580
Modern Wealth Management
Kansas
USD 788 k +USD 755 k +2,940 Nuevas
Foster Victor Wealth Advisors
581
Foster Victor Wealth Advisors
South Carolina
USD 788 k +USD 1.03 k +4 +0.1%
Allworth Financial
582
Allworth Financial
California
USD 787 k +USD 56.5 k +220 +8%
OpenArc Corporate Advisory
583
OpenArc Corporate Advisory
Georgia
USD 784 k -USD 20.3 k -79 -3%
Values First Advisors
584
Values First Advisors
Tennessee
USD 757 k +USD 22.9 k +89 +3%
EverSource Wealth Advisors
585
EverSource Wealth Advisors
Alabama
USD 748 k -USD 389 k -1,515 -35%
First Manhattan
586
First Manhattan
New York
USD 744 k -USD 162 k -631 -19%
Y-Intercept (HK)
587
Y-Intercept (HK)
Hong Kong
USD 742 k +USD 711 k +2,768 Nuevas
Bessemer Group
588
Bessemer Group
New Jersey
USD 738 k +USD 61.2 k +238 +9%
Independent Advisor Alliance
589
Independent Advisor Alliance
North Carolina
USD 737 k -USD 4.37 k -17 -0.6%
Linscomb Wealth
590
Linscomb Wealth
Texas
USD 734 k -USD 464 k -1,805 -40%
Carnegie Investment Counsel
591
Carnegie Investment Counsel
Ohio
USD 727 k -USD 72 k -280 -9%
Aire Advisors
592
Aire Advisors
California
USD 722 k +USD 39.3 k +153 +6%
Brookwood Investment Group
593
Brookwood Investment Group
Arizona
USD 721 k – – –
CBT
594
Central Bank & Trust
Kentucky
USD 714 k -USD 11.8 k -46 -2%
Chilton Capital Management
595
Chilton Capital Management
Texas
USD 711 k -USD 37.3 k -145 -5%
Citizens Financial Group
596
Citizens Financial Group
Rhode Island
USD 710 k +USD 359 k +1,397 +112%
Concurrent Investment Advisors
597
Concurrent Investment Advisors
Florida
USD 708 k +USD 93 k +362 +16%
Advisory Alpha
598
Advisory Alpha
Michigan
USD 706 k +USD 108 k +421 +19%
Advyzon Investment Management
599
Advyzon Investment Management
Illinois
USD 700 k +USD 345 k +1,342 +106%
Prospera Financial Services
600
Prospera Financial Services
Texas
USD 697 k -USD 115 k -446 -15%
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