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BAR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 97.4 M -USD 2.35 M -52,969 -2%
Jupiter Topco
2
Jupiter Topco
New York
USD 42.3 M +USD 47.5 M +1,069,738 Nuevas
Bank of New York Mellon
3
Bank of New York Mellon
New York
USD 27.8 M +USD 468 k +10,545 +2%
LPL Financial
4
LPL Financial
California
USD 27.4 M +USD 1.65 M +37,125 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 25 M +USD 134 k +3,025 +0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 22.9 M +USD 274 k +6,159 +1%
Brandywine Oak Private Wealth
7
Brandywine Oak Private Wealth
Pennsylvania
USD 17.9 M +USD 975 k +21,955 +5%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
USD 17.9 M -USD 358 k -8,064 -2%
Lake Street Private Wealth
9
Lake Street Private Wealth
Illinois
USD 16.1 M +USD 44.5 k +1,002 +0.2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
USD 12.2 M +USD 326 k +7,330 +2%
China Universal Asset Management Company
11
China Universal Asset Management Company
China
USD 12 M – – –
MML Investors Services
12
MML Investors Services
Massachusetts
USD 11.9 M +USD 3.07 M +69,185 +30%
ALM First Financial Advisors
13
ALM First Financial Advisors
Texas
USD 11.1 M +USD 2.14 M +48,237 +21%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 10.7 M -USD 345 k -7,764 -3%
Columbus Macro
15
Columbus Macro
Pennsylvania
USD 9.9 M +USD 238 k +5,350 +2%
Arax Advisory Partners
16
Arax Advisory Partners
Colorado
USD 8.64 M +USD 9.44 M +212,388 +3,502%
Ausdal Financial Partners
17
Ausdal Financial Partners
Iowa
USD 8.55 M -USD 9.7 M -219,320 -50%
Advyzon Investment Management
18
Advyzon Investment Management
Illinois
USD 8.36 M -USD 10.1 M -226,513 -52%
Mason & Associates (California)
19
Mason & Associates (California)
California
USD 8.16 M +USD 595 k +13,400 +7%
Stifel Financial
20
Stifel Financial
Missouri
USD 7.43 M +USD 931 k +20,954 +13%
a16z Perennial Management
21
a16z Perennial Management
California
USD 7.19 M +USD 8.08 M +181,946 Nuevas
Raymond James Financial
22
Raymond James Financial
Florida
USD 6.16 M -USD 688 k -15,492 -9%
BFA
23
Brendel Financial Advisors
New Hampshire
USD 5.8 M – – –
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
USD 5.27 M -USD 324 k -7,299 -5%
Nations Financial Group
25
Nations Financial Group
Iowa
USD 5 M -USD 3.65 M -82,187 -39%
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