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CEMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AWM
1
Act Wealth Management
Texas
USD 27.1 M +USD 1.01 M +22,234 +4%
Bank Julius Baer & Co
2
Bank Julius Baer & Co
Switzerland
USD 22.4 M +USD 770 k +16,868 +4%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
USD 13.9 M +USD 405 k +8,870 +3%
UBS Group
4
UBS Group
Switzerland
USD 12.2 M +USD 374 k +8,193 +3%
BlackRock
5
BlackRock
New York
USD 11.1 M +USD 3.51 M +76,836 +46%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 9.3 M +USD 9.08 M +198,984 +4,230%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
USD 7.3 M +USD 3.65 M +80,000 +100%
LPL Financial
8
LPL Financial
California
USD 6.52 M +USD 4.25 M +93,069 +187%
Citigroup
9
Citigroup
New York
USD 6.37 M +USD 41.4 k +908 +0.7%
Private Advisory Group
10
Private Advisory Group
Washington
USD 5.41 M +USD 518 k +11,365 +11%
AFO
11
Allie Family Office
Florida
USD 4.89 M +USD 2.41 M +52,835 +60%
Jane Street
12
Jane Street
New York
USD 4.48 M +USD 2.23 M +48,916 +100%
NAMNJ
13
NorthStar Asset Management (New Jersey)
New Jersey
USD 4.02 M +USD 336 k +7,366 +9%
NCM
14
New Capital Management
Texas
USD 3.87 M +USD 40 k +877 +1%
GFA
15
Gladwyn Financial Advisors
Virginia
USD 3.63 M +USD 344 k +7,551 +11%
SSA
16
SSA Swiss Advisors
USD 3.6 M +USD 78.4 k +1,719 +2%
Morgan Stanley
17
Morgan Stanley
New York
USD 3.47 M -USD 760 k -16,655 -18%
Ameriprise
18
Ameriprise
Minnesota
USD 3.15 M +USD 151 k +3,301 +5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
USD 3.1 M +USD 1.02 M +22,272 +49%
Private Advisor Group
20
Private Advisor Group
New Jersey
USD 2.75 M +USD 2.75 M +60,330 Nuevas
MML Investors Services
21
MML Investors Services
Massachusetts
USD 2.49 M +USD 2.49 M +54,626 Nuevas
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 2.29 M -USD 36.2 k -794 -2%
Wells Fargo
23
Wells Fargo
California
USD 2.28 M +USD 2.28 M +49,954 +113,532%
Citadel Advisors
24
Citadel Advisors
Florida
USD 2.19 M +USD 1.21 M +26,436 +123%
FFG
25
Forum Finance Group
USD 2.13 M +USD 385 k +8,445 +17%
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