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CASY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
World Investment Advisors
601
World Investment Advisors
California
USD 821 k +USD 17.7 k +22 +2%
Argent Trust Co
602
Argent Trust Co
Tennessee
USD 821 k +USD 37.9 k +47 +5%
Net Worth Advisory Group
603
Net Worth Advisory Group
Utah
USD 817 k -USD 493 k -612 -37%
Northwestern Mutual Wealth Management
604
Northwestern Mutual Wealth Management
Wisconsin
USD 809 k -USD 558 k -692 -40%
Renaissance Group
605
Renaissance Group
Kentucky
USD 808 k -USD 41.9 k -52 -5%
Strategy Asset Managers
606
Strategy Asset Managers
California
USD 805 k +USD 1.61 k +2 +0.2%
Moody National Bank Trust Division
607
Moody National Bank Trust Division
Texas
USD 805 k +USD 816 k +1,013 Nuevas
Jennison Associates
608
Jennison Associates
New York
USD 804 k -USD 10.2 M -12,624 -93%
Dynamic Financial Group
609
Dynamic Financial Group
Iowa
USD 799 k +USD 13.7 k +17 +2%
WA
610
WealthTrust Axiom
Pennsylvania
USD 799 k – – –
Everence Capital Management
611
Everence Capital Management
Indiana
USD 781 k -USD 12.1 k -15 -2%
Arkadios Wealth Advisors
612
Arkadios Wealth Advisors
Georgia
USD 779 k +USD 20.1 k +25 +3%
Union Savings Bank
613
Union Savings Bank
Connecticut
USD 777 k -USD 33.8 k -42 -4%
Berger Financial Group
614
Berger Financial Group
Minnesota
USD 777 k -USD 62 k -77 -7%
Advyzon Investment Management
615
Advyzon Investment Management
Illinois
USD 775 k +USD 786 k +975 Nuevas
Baker Avenue Asset Management
616
Baker Avenue Asset Management
California
USD 774 k -USD 16.9 k -21 -2%
BCS Private Wealth Management
617
BCS Private Wealth Management
New Jersey
USD 771 k -USD 76.5 k -95 -9%
Quantum Financial Partners
618
Quantum Financial Partners
Kansas
USD 768 k +USD 778 k +966 Nuevas
RIA Advisory Group
619
RIA Advisory Group
Iowa
USD 763 k +USD 773 k +960 Nuevas
First Citizens Bank & Trust
620
First Citizens Bank & Trust
North Carolina
USD 760 k +USD 322 k +400 +72%
Bessemer Group
621
Bessemer Group
New Jersey
USD 757 k -USD 87 k -108 -10%
Optimize Financial
622
Optimize Financial
California
USD 757 k -USD 2.42 k -3 -0.3%
Sound Capital Solutions
623
Sound Capital Solutions
Florida
USD 757 k +USD 767 k +952 Nuevas
Blue Bell Private Wealth Management
624
Blue Bell Private Wealth Management
Pennsylvania
USD 751 k -USD 31.4 k -39 -4%
CT
625
Chicago Trust
Illinois
USD 748 k +USD 8.06 k +10 +1%
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