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TRGP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Raffa Wealth Management
1001
Raffa Wealth Management
District of Columbia
USD 13.1 k +USD 257 +1 +2%
Bay Harbor Wealth Management
1002
Bay Harbor Wealth Management
Maryland
USD 12.9 k +USD 2.57 k +10 +26%
HHM Wealth Advisors
1003
HHM Wealth Advisors
Tennessee
USD 12.3 k – – –
Crewe Advisors
1004
Crewe Advisors
Utah
USD 12.3 k +USD 5.91 k +23 +100%
Pacific Center for Financial Services
1005
Pacific Center for Financial Services
California
USD 12.1 k – – –
Dunhill Financial
1006
Dunhill Financial
United Kingdom
USD 11.9 k – – –
Colonial Trust
1007
Colonial Trust
South Carolina
USD 11.2 k -USD 3.08 k -12 -23%
MV Capital Management
1008
MV Capital Management
Maryland
USD 11 k +USD 771 +3 +8%
Elevation Wealth Partners
1009
Elevation Wealth Partners
California
USD 10.7 k +USD 2.83 k +11 +38%
Kilter Group
1010
Kilter Group
New York
USD 9.9 k – – –
JPL Wealth Management
1011
JPL Wealth Management
Colorado
USD 9.9 k +USD 1.28 k +5 +16%
Brown, Lisle/Cummings
1012
Brown, Lisle/Cummings
Rhode Island
USD 9.9 k -USD 771 -3 -8%
WPG Advisers
1013
WPG Advisers
Maryland
USD 9.7 k +USD 771 +3 +9%
Dogwood Wealth Management
1014
Dogwood Wealth Management
Kansas
USD 9.38 k -USD 1.54 k -6 -15%
Advisornet Financial
1015
Advisornet Financial
Minnesota
USD 9.12 k -USD 3.34 k -13 -28%
Westside Investment Management
1016
Westside Investment Management
California
USD 8.85 k – – –
Prestige Wealth Management Group
1017
Prestige Wealth Management Group
New Jersey
USD 8.58 k -USD 3.34 k -13 -29%
Clearstead Trust
1018
Clearstead Trust
Maine
USD 8.58 k – – –
Marquette Asset Management
1019
Marquette Asset Management
Minnesota
USD 8.58 k – – –
Johnson Financial Group Inc (Wisconsin)
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 8.31 k -USD 6.94 k -27 -47%
Albion Financial Group
1021
Albion Financial Group
Utah
USD 8.04 k – – –
Aspect Partners
1022
Aspect Partners
Virginia
USD 8.04 k -USD 2.57 k -10 -25%
Highline Wealth Partners
1023
Highline Wealth Partners
California
USD 8.04 k +USD 514 +2 +7%
DiNuzzo Private Wealth
1024
DiNuzzo Private Wealth
Pennsylvania
USD 7.78 k – – –
SouthState Corp
1025
SouthState Corp
Florida
USD 7.51 k +USD 1.03 k +4 +17%
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