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COWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
PWM
26
Provident Wealth Management
Tennessee
USD 51.7 M +USD 830 k +13,139 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
USD 51.4 M -USD 3.21 M -50,842 -6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
USD 49.4 M +USD 693 k +10,968 +1%
Private Advisor Group
29
Private Advisor Group
New Jersey
USD 42.8 M +USD 8.9 M +140,967 +26%
D.A. Davidson & Co
30
D.A. Davidson & Co
Montana
USD 42 M -USD 236 k -3,735 -0.6%
Aprio Wealth Management
31
Aprio Wealth Management
Georgia
USD 41.7 M -USD 2.93 M -46,383 -6%
Goldman Sachs
32
Goldman Sachs
New York
USD 41.1 M +USD 780 k +12,345 +2%
AlphaCore Capital
33
AlphaCore Capital
California
USD 40.7 M +USD 858 k +13,587 +2%
Steward Partners Investment Advisory
34
Steward Partners Investment Advisory
New York
USD 38.3 M +USD 39.7 k +629 +0.1%
Citigroup
35
Citigroup
New York
USD 37.4 M -USD 1.42 M -22,465 -4%
Truist Financial
36
Truist Financial
North Carolina
USD 37.2 M -USD 6.76 M -107,113 -15%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
USD 37.1 M +USD 544 k +8,616 +1%
United Capital Financial Advisors
38
United Capital Financial Advisors
Texas
USD 35.2 M +USD 193 k +3,050 +0.5%
SFMG Wealth Advisors
39
SFMG Wealth Advisors
Texas
USD 35.1 M -USD 162 k -2,573 -0.5%
Brinker Capital Investments
40
Brinker Capital Investments
Pennsylvania
USD 34.1 M -USD 15.6 M -247,514 -31%
Great Valley Advisor Group
41
Great Valley Advisor Group
Delaware
USD 32.7 M +USD 2.1 M +33,264 +7%
NewEdge Advisors
42
NewEdge Advisors
Louisiana
USD 32.6 M -USD 579 k -9,163 -2%
Equitable Holdings
43
Equitable Holdings
New York
USD 32.2 M -USD 4.7 M -74,395 -13%
EverSource Wealth Advisors
44
EverSource Wealth Advisors
Alabama
USD 31.7 M -USD 520 k -8,234 -2%
MAI Capital Management
45
MAI Capital Management
Ohio
USD 31.3 M +USD 1.45 M +22,976 +5%
Harbour Investments
46
Harbour Investments
Wisconsin
USD 30.5 M +USD 270 k +4,273 +0.9%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
USD 30 M -USD 7.52 M -119,147 -20%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
USD 29.1 M -USD 102 k -1,617 -0.3%
Certified Advisory Corp
49
Certified Advisory Corp
Florida
USD 27.9 M -USD 295 k -4,674 -1%
Pinnacle Financial Partners (Georgia)
50
Pinnacle Financial Partners (Georgia)
Georgia
USD 27.4 M -USD 3.03 M -47,909 -10%
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