Blue Bell Private Wealth Management, LLC

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Fonds	Aktuell (Stk)	Vorquartal (Stk)	Veränderung (Stk)	Wert (USD)	Status	Δ	Trend
KFG WEALTH MANAGEMENT, LLC	1.285.069	938.430	346.639	32.228.712	Aufgestockt	+36,9%
Swan Global Investments, LLC	858.499	895.600	-37.101	27.205.833	Reduziert	-4,1%
Uniting Wealth Partners, LLC	872.252	0	872.252	21.872.251	Neu	+100,0%
Long Island Wealth Management, Inc.	505.604	0	505.604	12.689.194	Neu	+100,0%
U S WEALTH GROUP, LLC.	18.462	0	18.462	7.316.675	Neu	+100,0%
Integrated Wealth Concepts LLC	240.225	0	240.225	6.028.951	Neu	+100,0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	237.200	194.874	42.326	5.969.410	Aufgestockt	+21,7%
Aptus Capital Advisors, LLC	190.590	129.800	60.790	4.781.241	Aufgestockt	+46,8%
GUARDIAN WEALTH ADVISORS, LLC / NC	164.678	125.237	39.441	4.131.302	Aufgestockt	+31,5%
OLD MISSION CAPITAL LLC	70.643	28.298	42.345	1.906.417	Aufgestockt	+149,6%
UPTICK PARTNERS, LLC	46.726	46.122	604	1.480.733	Aufgestockt	+1,3%
Kovack Advisors, Inc.	55.858	29.170	26.688	1.400.686	Aufgestockt	+91,5%
Cornerstone Wealth Group, LLC	38.356	7.875	30.481	1.007.945	Aufgestockt	+387,1%
CITADEL ADVISORS LLC	29.565	7.673	21.892	879.478	Aufgestockt	+285,3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	29.709	23.843	5.866	745.181	Aufgestockt	+24,6%
First Heartland Consultants, Inc.	20.634	0	20.634	517.854	Neu	+100,0%
Gladstone Institutional Advisory LLC	15.747	15.747	0	499.018	Unverändert	0,0%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	16.594	0	16.594	416.461	Neu	+100,0%
Financial Network Wealth Advisors LLC	11.134	11.434	-300	352.833	Reduziert	-2,6%
Atria Investments, Inc	10.057	0	10.057	252.402	Neu	+100,0%
Cyndeo Wealth Partners, LLC	10.000	0	10.000	250.600	Neu	+100,0%
Meridian Wealth Management, LLC	9.768	0	9.768	245.148	Neu	+100,0%
CALTON & ASSOCIATES, INC.	6.684	0	6.684	216.568	Neu	+100,0%
LPL Financial LLC	6.617	7.257	-640	209.691	Reduziert	-8,8%
Prime Capital Investment Advisors, LLC	8.361	0	8.361	209.527	Neu	+100,0%
OSAIC HOLDINGS, INC.	6.448	6.448	0	204.334	Unverändert	0,0%
UBS Group AG	1.336	269	1.067	34.554	Aufgestockt	+396,7%
Pacer Advisors, Inc.	858.499	895.600	-37.101	27.206	Reduziert	-4,1%
Signature Equity Partners, LLC	535	535	0	16.954	Unverändert	0,0%
DHJJ Financial Advisors, Ltd.	40	0	40	1.004	Neu	+100,0%

Fonds	Anteile	Vorquartal (Stk)	Δ	Wert (USD)	Anteil (%)	Verlauf
KFG WEALTH MANAGEMENT, LLC	1.285.069	938.430	+36,9%	32.228.712	25,67	2 Q
Swan Global Investments, LLC	858.499	895.600	-4,1%	27.205.833	21,67	11 Q
Uniting Wealth Partners, LLC	872.252	0	+100,0%	21.872.251	17,42	1 Q
Long Island Wealth Management, Inc.	505.604	0	+100,0%	12.689.194	10,11	1 Q
Integrated Wealth Concepts LLC	240.225	0	+100,0%	6.028.951	4,80	1 Q
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	237.200	194.874	+21,7%	5.969.410	4,75	17 Q
Aptus Capital Advisors, LLC	190.590	129.800	+46,8%	4.781.241	3,81	4 Q
GUARDIAN WEALTH ADVISORS, LLC / NC	164.678	125.237	+31,5%	4.131.302	3,29	2 Q
OLD MISSION CAPITAL LLC	70.643	28.298	+149,6%	1.906.417	1,52	8 Q
UPTICK PARTNERS, LLC	46.726	46.122	+1,3%	1.480.733	1,18	2 Q
Kovack Advisors, Inc.	55.858	29.170	+91,5%	1.400.686	1,12	2 Q
Cornerstone Wealth Group, LLC	38.356	7.875	+387,1%	1.007.945	0,80	2 Q
CITADEL ADVISORS LLC	29.565	7.673	+285,3%	879.478	0,70	11 Q
SUSQUEHANNA INTERNATIONAL GROUP, LLP	29.709	23.843	+24,6%	745.181	0,59	3 Q
First Heartland Consultants, Inc.	20.634	0	+100,0%	517.854	0,41	1 Q
Gladstone Institutional Advisory LLC	15.747	15.747	0,0%	499.018	0,40	2 Q
WEBSTERROGERS FINANCIAL ADVISORS, LLC	16.594	0	+100,0%	416.461	0,33	1 Q
Financial Network Wealth Advisors LLC	11.134	11.434	-2,6%	352.833	0,28	10 Q
Atria Investments, Inc	10.057	0	+100,0%	252.402	0,20	1 Q
Cyndeo Wealth Partners, LLC	10.000	0	+100,0%	250.600	0,20	1 Q

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