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CDC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mather Group
26
Mather Group
Illinois
USD 2.53 M -USD 218 k -2,990 -8%
HighTower Advisors
27
HighTower Advisors
Illinois
USD 2.28 M +USD 60.4 k +830 +3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
USD 2.24 M -USD 433 k -5,946 -16%
Keystone Financial Group (Kentucky)
29
Keystone Financial Group (Kentucky)
Kentucky
USD 2.03 M -USD 407 k -5,588 -17%
Stifel Financial
30
Stifel Financial
Missouri
USD 1.77 M -USD 611 k -8,397 -26%
Goldman Sachs
31
Goldman Sachs
New York
USD 1.75 M -USD 6.87 M -94,473 -80%
Russell Investments Group
32
Russell Investments Group
United Kingdom
USD 1.68 M -USD 312 k -4,293 -16%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
USD 1.62 M +USD 16 k +220 +1%
Caprock Group
34
Caprock Group
Idaho
USD 1.49 M – – –
Kestra Advisory Services
35
Kestra Advisory Services
Texas
USD 1.46 M -USD 31.7 k -436 -2%
Citadel Advisors
36
Citadel Advisors
Florida
USD 1.38 M -USD 98.9 k -1,359 -7%
SFA
37
Salus Financial Advisors
Colorado
USD 1.29 M – – –
JWCA
38
J.W. Cole Advisors
Florida
USD 1.11 M -USD 99 k -1,361 -8%
Zions Bancorporation, National Association
39
Zions Bancorporation, National Association
Utah
USD 1.07 M – – –
Stratos Wealth Partners
40
Stratos Wealth Partners
Ohio
USD 936 k -USD 3.78 k -52 -0.4%
MCC
41
Money Concepts Capital
Florida
USD 917 k -USD 525 k -7,217 -37%
Western Wealth Management
42
Western Wealth Management
Colorado
USD 905 k -USD 3.86 k -53 -0.4%
Creative Planning
43
Creative Planning
Kansas
USD 821 k +USD 146 +2 +0%
AWP
44
Axis Wealth Partners
Rhode Island
USD 762 k -USD 47.5 k -653 -6%
Flagship Harbor Advisors
45
Flagship Harbor Advisors
Massachusetts
USD 672 k -USD 3.56 k -49 -0.5%
STA
46
Smith Thornton Advisors
Alabama
USD 623 k -USD 4.95 k -68 -0.8%
KPP Advisory Services
47
KPP Advisory Services
Kentucky
USD 620 k -USD 20.6 k -283 -3%
Simplicity Wealth
48
Simplicity Wealth
New Jersey
USD 570 k +USD 202 k +2,782 +57%
JP Morgan Chase
49
JP Morgan Chase
New York
USD 567 k +USD 523 k +7,194 +2,026%
CFP
50
Comprehensive Financial Planning
Pennsylvania
USD 562 k +USD 4.58 k +63 +0.8%
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