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GCOW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Planning Strategies
226
Planning Strategies
Pennsylvania
USD 38.8 k +USD 40.9 k +896 Nuevas
Compass Financial Management
227
Compass Financial Management
Florida
USD 30.4 k +USD 31.9 k +700 Nuevas
AssetMark Inc
228
AssetMark Inc
California
USD 28.4 k +USD 7.11 k +156 +31%
Abound Wealth Management
229
Abound Wealth Management
Tennessee
USD 27 k +USD 28.4 k +623 Nuevas
Bessemer Group
230
Bessemer Group
New Jersey
USD 22 k – – –
Park Place Capital
231
Park Place Capital
Alabama
USD 21.5 k – – –
BlackRock
232
BlackRock
New York
USD 17.3 k +USD 18.2 k +400 Nuevas
WealthShield Partners
233
WealthShield Partners
North Carolina
USD 16.9 k – – –
Continuum Advisory
234
Continuum Advisory
Idaho
USD 15.8 k +USD 16.6 k +365 Nuevas
Realta Investment Advisors
235
Realta Investment Advisors
Delaware
USD 15.2 k +USD 16 k +351 Nuevas
BOK Financial
236
BOK Financial
Oklahoma
USD 15.2 k – – –
Front Row Advisors
237
Front Row Advisors
California
USD 14.1 k – – –
UBS AM
238
UBS AM
Illinois
USD 10.8 k -USD 80.3 k -1,761 -88%
Wilkerson Advisory Group
239
Wilkerson Advisory Group
Missouri
USD 9.44 k – – –
TD Capital Management
240
TD Capital Management
Tennessee
USD 8.27 k +USD 91 +2 +1%
MPWM Advisory Solutions
241
MPWM Advisory Solutions
Georgia
USD 7.6 k +USD 6.84 k +150 +600%
IFG Advisory
242
IFG Advisory
Georgia
USD 7.36 k +USD 7.75 k +170 Nuevas
Thurston Springer Miller Herd & Titak
243
Thurston Springer Miller Herd & Titak
Indiana
USD 7.06 k +USD 46 +1 +0.6%
LifeSteps Financial
244
LifeSteps Financial
California
USD 6.71 k +USD 7.07 k +155 Nuevas
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
USD 6.5 k – – –
Federation des caisses Desjardins du Quebec
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 6.28 k – – –
NBC Securities
247
NBC Securities
Alabama
USD 4.37 k – – –
US Bancorp
248
US Bancorp
Minnesota
USD 4.33 k -USD 14.1 k -309 -76%
Wilmington Savings Fund Society
249
Wilmington Savings Fund Society
Delaware
USD 3.42 k – – –
Vanguard Advisers Inc
250
Vanguard Advisers Inc
Pennsylvania
USD 3.25 k – – –
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