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EFX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CX Institutional
701
CX Institutional
Indiana
USD 25 k -USD 310 k -1,820 -92%
NBC Securities
702
NBC Securities
Alabama
USD 24.6 k +USD 10.7 k +63 +68%
TIAA Wealth Investment Management
703
TIAA Wealth Investment Management
New York
USD 24.4 k – – –
Zions Bancorporation, National Association
704
Zions Bancorporation, National Association
Utah
USD 23.6 k +USD 5.45 k +32 +27%
Spire Wealth Management
705
Spire Wealth Management
Virginia
USD 22.6 k +USD 4.43 k +26 +22%
High Note Wealth
706
High Note Wealth
Minnesota
USD 21.7 k – – –
KAS
707
Kemnay Advisory Services
New York
USD 21.3 k +USD 16.4 k +96 +253%
Lodestone Wealth Management
708
Lodestone Wealth Management
Washington
USD 21.1 k -USD 2.39 k -14 -10%
Generali Asset Management
709
Generali Asset Management
Italy
USD 20.2 k -USD 1.02 k -6 -5%
MV Capital Management
710
MV Capital Management
Maryland
USD 20 k -USD 4.94 k -29 -19%
Caldwell Trust
711
Caldwell Trust
Florida
USD 20 k – – –
AmeriFlex Group
712
AmeriFlex Group
Nevada
USD 20 k +USD 2.04 k +12 +11%
Wilmington Savings Fund Society
713
Wilmington Savings Fund Society
Delaware
USD 19.8 k – – –
Glen Eagle Advisors
714
Glen Eagle Advisors
New Jersey
USD 18.7 k – – –
Covestor
715
Covestor
United Kingdom
USD 18 k -USD 30.3 k -178 -61%
Activest Wealth Management
716
Activest Wealth Management
Florida
USD 17.8 k -USD 9.7 k -57 -34%
Smithfield Trust
717
Smithfield Trust
Pennsylvania
USD 17 k – – –
Beacon Financial Strategies
718
Beacon Financial Strategies
North Carolina
USD 17 k – – –
Owl Creek Wealth Partners
719
Owl Creek Wealth Partners
Colorado
USD 16.8 k -USD 11.2 k -66 -38%
Evelyn Partners
720
Evelyn Partners
USD 16.7 k +USD 17.9 k +105 Nuevas
Wealth Enhancement Trust Services
721
Wealth Enhancement Trust Services
South Dakota
USD 16.5 k -USD 7.5 k -44 -30%
Cullen/Frost Bankers
722
Cullen/Frost Bankers
Texas
USD 16.4 k -USD 14.3 k -84 -45%
Country Trust Bank
723
Country Trust Bank
Illinois
USD 15.9 k – – –
Strategic Wealth Partners
724
Strategic Wealth Partners
Ohio
USD 15.9 k – – –
First Command Advisory Services
725
First Command Advisory Services
Texas
USD 13.6 k +USD 12.6 k +74 +617%
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