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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 131 M +USD 34.2 M +2,703,042 +35%
Morgan Stanley
2
Morgan Stanley
New York
USD 108 M +USD 22.6 M +1,787,271 +26%
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
USD 49.3 M +USD 19.1 M +1,505,989 +63%
Wells Fargo
4
Wells Fargo
California
USD 48.7 M -USD 3.07 M -242,307 -6%
LPL Financial
5
LPL Financial
California
USD 36.2 M +USD 4.16 M +328,343 +13%
Generali Asset Management
6
Generali Asset Management
Italy
USD 27.9 M – – –
Cambridge Associates
7
Cambridge Associates
Massachusetts
USD 24.1 M -USD 6.55 M -517,096 -21%
Apollon Wealth Management
8
Apollon Wealth Management
South Carolina
USD 18 M +USD 18 M +1,425,744 Nuevas
Transcend Capital Advisors
9
Transcend Capital Advisors
New Jersey
USD 15.8 M +USD 887 k +70,046 +6%
MHFA
10
Mission Hills Financial Advisory
California
USD 15.2 M -USD 577 k -45,611 -4%
Amplius Wealth Advisors
11
Amplius Wealth Advisors
Pennsylvania
USD 13.1 M +USD 235 k +18,593 +2%
Naviter Wealth
12
Naviter Wealth
Arkansas
USD 9.35 M +USD 5.97 M +471,637 +176%
Condor Capital Management
13
Condor Capital Management
New Jersey
USD 8.15 M -USD 1.35 M -106,297 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 6.9 M +USD 530 k +41,906 +8%
Cerity Partners
15
Cerity Partners
New York
USD 6.88 M +USD 1.95 M +154,014 +40%
Arax Advisory Partners
16
Arax Advisory Partners
Colorado
USD 6.22 M +USD 6.16 M +486,727 +10,970%
UBS Group
17
UBS Group
Switzerland
USD 6.03 M +USD 1.26 M +99,221 +26%
Stifel Financial
18
Stifel Financial
Missouri
USD 5.87 M +USD 1.11 M +87,778 +23%
Equitable Holdings
19
Equitable Holdings
New York
USD 5.8 M +USD 849 k +67,068 +17%
MGO One Seven
20
MGO One Seven
Ohio
USD 5.79 M +USD 286 k +22,572 +5%
Raymond James Financial
21
Raymond James Financial
Florida
USD 5.59 M -USD 17.4 M -1,375,485 -76%
BCP
22
Berkeley Capital Partners
Georgia
USD 5.59 M +USD 284 k +22,398 +5%
Clark Capital Management Group
23
Clark Capital Management Group
Pennsylvania
USD 5.46 M +USD 231 k +18,217 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 5.4 M +USD 1.09 M +86,376 +25%
Sterling Investment Advisors (Pennsylvania)
25
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 5.34 M -USD 887 k -70,100 -14%