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icono de MGMT

Ballast Small/Mid Cap ETF
MGMT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Consolidated Planning Corp
1
Consolidated Planning Corp
Georgia
USD 34.9 M +USD 503 k +10,420 +2%
Raymond James Financial
2
Raymond James Financial
Florida
USD 11.5 M +USD 5.12 M +106,116 +89%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
USD 10.3 M -USD 595 k -12,326 -6%
HW
4
Hedeker Wealth
Illinois
USD 8.63 M +USD 341 k +7,072 +4%
EFA
5
Englebert Financial Advisers
Pennsylvania
USD 8.57 M -USD 126 k -2,613 -2%
FCCM
6
First City Capital Management
Georgia
USD 7.68 M +USD 219 k +4,545 +3%
WCG
7
Weaver Consulting Group
California
USD 7.64 M +USD 278 k +5,770 +4%
Dakota Wealth Management
8
Dakota Wealth Management
Florida
USD 7.39 M -USD 19.4 k -402 -0.3%
CA
9
Commerce Advisors
Tennessee
USD 6.73 M +USD 3.59 M +74,347 +129%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 4.19 M +USD 142 k +2,937 +4%
CIA
11
Cape Investment Advisory
Georgia
USD 4.15 M +USD 9.5 k +197 +0.2%
Thomasville National Bank
12
Thomasville National Bank
Georgia
USD 3.61 M +USD 3.42 M +70,853 Nuevas
Waverly Advisors
13
Waverly Advisors
Alabama
USD 2.92 M -USD 124 k -2,573 -4%
Steward Partners Investment Advisory
14
Steward Partners Investment Advisory
New York
USD 2.5 M -USD 7.96 k -165 -0.3%
HB Wealth Management
15
HB Wealth Management
Georgia
USD 2.08 M – – –
HighTower Advisors
16
HighTower Advisors
Illinois
USD 2.06 M -USD 1.94 M -40,203 -50%
Argent Trust Co
17
Argent Trust Co
Tennessee
USD 1.97 M – – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
USD 1.82 M +USD 57.7 k +1,196 +3%
Cary Street Partners
19
Cary Street Partners
Virginia
USD 1.39 M +USD 1.32 M +27,279 Nuevas
Benjamin Edwards Inc
20
Benjamin Edwards Inc
Missouri
USD 1.37 M -USD 10.1 k -209 -0.8%
GTS Securities
21
GTS Securities
Florida
USD 1.3 M +USD 1.23 M +25,495 Nuevas
Nations Financial Group
22
Nations Financial Group
Iowa
USD 1.27 M – – –
Heritage Trust
23
Heritage Trust
Oklahoma
USD 759 k +USD 77.6 k +1,609 +12%
MGI
24
Miller Global Investments
Texas
USD 729 k -USD 13.2 k -274 -2%
Pure Financial Advisors
25
Pure Financial Advisors
California
USD 695 k +USD 5.89 k +122 +0.9%
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