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GTM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Jasper Ridge Partners
201
Jasper Ridge Partners
California
USD 69.9 k – – –
MAI Capital Management
202
MAI Capital Management
Ohio
USD 68.8 k +USD 39.8 k +8,864 +61%
AE Wealth Management
203
AE Wealth Management
Kansas
USD 66.9 k +USD 103 k +22,843 Nuevas
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
USD 66.2 k -USD 13.9 k -3,085 -12%
Ameritas Investment Partners
205
Ameritas Investment Partners
Nebraska
USD 65.5 k +USD 100 k +22,349 Nuevas
AlphaCore Capital
206
AlphaCore Capital
California
USD 65.3 k +USD 38.3 k +8,516 +62%
Brighton Jones LLC
207
Brighton Jones LLC
Washington
USD 64.4 k -USD 8.93 k -1,986 -8%
CWMA
208
Capstone Wealth Management (Alabama)
Alabama
USD 62.2 k +USD 95.5 k +21,233 Nuevas
Apollon Wealth Management
209
Apollon Wealth Management
South Carolina
USD 60.6 k +USD 93.1 k +20,699 Nuevas
Pallas Capital Advisors
210
Pallas Capital Advisors
Massachusetts
USD 59.1 k +USD 42.2 k +9,377 +87%
McAdam LLC
211
McAdam LLC
Pennsylvania
USD 58.2 k +USD 89.3 k +19,873 Nuevas
SBI Securities
212
SBI Securities
Japan
USD 57.2 k +USD 4.63 k +1,029 +6%
Fielder Capital Group
213
Fielder Capital Group
Tennessee
USD 56.5 k +USD 5.92 k +1,316 +7%
HB Wealth Management
214
HB Wealth Management
Georgia
USD 54.6 k +USD 23.7 k +5,279 +40%
Cambient Family Office
215
Cambient Family Office
Michigan
USD 53 k +USD 81.2 k +18,072 Nuevas
Vise Technologies
216
Vise Technologies
New York
USD 52.7 k +USD 15.5 k +3,439 +24%
Cresset Asset Management
217
Cresset Asset Management
Illinois
USD 52.6 k +USD 566 +126 +0.7%
DnB Asset Management
218
DnB Asset Management
Norway
USD 50.4 k – – –
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
USD 47.4 k -USD 13.9 k -3,081 -16%
Chicago Partners Investment Group
220
Chicago Partners Investment Group
Illinois
USD 47.4 k -USD 305 k -67,853 -80%
Performa Ltd (US)
221
Performa Ltd (US)
South Carolina
USD 46.9 k +USD 61.8 k +13,750 +611%
Crestwood Advisors Group
222
Crestwood Advisors Group
Massachusetts
USD 46.2 k -USD 51.6 k -11,485 -42%
Mainsail Asset Management
223
Mainsail Asset Management
Alabama
USD 46.2 k +USD 67.6 k +15,033 Nuevas
Crossmark Global Holdings
224
Crossmark Global Holdings
Texas
USD 45.8 k -USD 436 k -96,985 -86%
Daymark Wealth Partners
225
Daymark Wealth Partners
Ohio
USD 45.7 k +USD 15.7 k +3,485 +29%
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