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OWNS

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Allianz
1
Allianz
Germany
21,6 Mio. $ – – –
OneAscent Financial Services
2
OneAscent Financial Services
Alabama
9,34 Mio. $ +664.311 $ +38.250 +8 %
NI
3
Natural Investments
California
5,1 Mio. $ +671.379 $ +38.657 +15 %
Orgel Wealth Management
4
Orgel Wealth Management
Wisconsin
5,09 Mio. $ +147.312 $ +8.482 +3 %
LPL Financial
5
LPL Financial
California
3,19 Mio. $ +829.650 $ +47.770 +35 %
OWM
6
OneAscent Wealth Management
Alabama
2,54 Mio. $ +733.382 $ +42.227 +40 %
Tolleson Wealth Management
7
Tolleson Wealth Management
Texas
1,96 Mio. $ – – –
SA
8
Skyline Advisors
Washington
1,49 Mio. $ +422.953 $ +24.353 +39 %
RP
9
Riverwater Partners
Wisconsin
1,14 Mio. $ +15.092 $ +869 +1 %
TBF
10
True Blue Financial
Michigan
844.988 $ +56.983 $ +3.281 +7 %
PFG Investments
11
PFG Investments
New York
621.994 $ +146.166 $ +8.416 +31 %
RFG Advisory
12
RFG Advisory
Alabama
550.209 $ +89.912 $ +5.177 +19 %
Mason & Associates (California)
13
Mason & Associates (California)
California
530.619 $ +301.050 $ +17.334 +130 %
Integrated Wealth Concepts
14
Integrated Wealth Concepts
Massachusetts
479.180 $ +99.082 $ +5.705 +26 %
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
379.278 $ +383.650 $ +22.090 Neu
Merit Financial Group
16
Merit Financial Group
Georgia
373.924 $ +42.985 $ +2.475 +13 %
Atria Investments
17
Atria Investments
North Carolina
339.040 $ +11.515 $ +663 +3 %
Jane Street
18
Jane Street
New York
250.608 $ +251.952 $ +14.507 Neu
OFO
19
OneAscent Family Office
Alabama
181.037 $ +182.012 $ +10.480 Neu
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
106.000 $ +106.880 $ +6.154 Neu
First Pacific Financial
21
First Pacific Financial
Washington
98.934 $ +99.464 $ +5.727 Neu
NewEdge Advisors
22
NewEdge Advisors
Louisiana
68.622 $ +712 $ +41 +1 %
EverSource Wealth Advisors
23
EverSource Wealth Advisors
Alabama
47.541 $ +47.796 $ +2.752 Neu
Smartleaf Asset Management
24
Smartleaf Asset Management
Massachusetts
29.330 $ – – –
MCRM
25
Midway Capital Research & Management
Illinois
24.928 $ +5.002 $ +288 +25 %
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