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Coastal Financial
CCB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Parallel Advisors
151
Parallel Advisors
California
USD 187 k -USD 16.8 k -223 -8%
Farther Finance Advisors
152
Farther Finance Advisors
California
USD 168 k -USD 3.76 k -50 -2%
AG
153
AmeriFlex Group
Nevada
USD 150 k – – –
Osaic Holdings
154
Osaic Holdings
Arizona
USD 109 k +USD 70.9 k +944 +204%
Ameritas Investment Partners
155
Ameritas Investment Partners
Nebraska
USD 93.2 k +USD 9.32 k +124 +12%
First Pacific Financial
156
First Pacific Financial
Washington
USD 87.6 k – – –
Tower Research Capital (TRC)
157
Tower Research Capital (TRC)
New York
USD 71.1 k -USD 49.4 k -658 -42%
First Horizon Corporation
158
First Horizon Corporation
Tennessee
USD 49.9 k -USD 14.6 k -195 -23%
Smartleaf Asset Management
159
Smartleaf Asset Management
Massachusetts
USD 48 k – – –
Global Retirement Partners
160
Global Retirement Partners
California
USD 46.8 k +USD 45.4 k +604 Nuevas
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
USD 34 k -USD 290 k -3,856 -90%
Nykredit A/S
162
Nykredit A/S
Denmark
USD 17.6 k +USD 17.1 k +227 Nuevas
IMA Advisory Services
163
IMA Advisory Services
Colorado
USD 16 k – – –
RF
164
Rossby Financial
Florida
USD 15.9 k -USD 301 -4 -2%
NewEdge Advisors
165
NewEdge Advisors
Louisiana
USD 15.7 k – – –
SGFG
166
Silver Grove Financial Group
New York
USD 15.6 k +USD 15.1 k +201 Nuevas
Jones Financial Companies
167
Jones Financial Companies
Missouri
USD 15.1 k +USD 14.6 k +195 Nuevas
Versant Capital Management
168
Versant Capital Management
Arizona
USD 12.9 k -USD 7.66 k -102 -38%
BNP Paribas Asset Management
169
BNP Paribas Asset Management
France
USD 10.9 k -USD 5.78 k -77 -35%
Allworth Financial
170
Allworth Financial
California
USD 10.1 k -USD 3.31 k -44 -25%
MassMutual Private Wealth & Trust
171
MassMutual Private Wealth & Trust
Connecticut
USD 9.8 k -USD 8.56 k -114 -48%
UMB Bank
172
UMB Bank
Missouri
USD 9.5 k – – –
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
USD 7.91 k – – –
Optiver Holding
174
Optiver Holding
Netherlands
USD 6.36 k +USD 4.21 k +56 +215%
EverSource Wealth Advisors
175
EverSource Wealth Advisors
Alabama
USD 6.36 k +USD 4.66 k +62 +310%
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