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Barings Participation Investors
MPV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Barings
1
Barings
North Carolina
USD 4.87 M +USD 56.3 k +3,276 +1%
Benjamin Edwards Inc
2
Benjamin Edwards Inc
Missouri
USD 4.83 M +USD 32.7 k +1,903 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
USD 4.76 M -USD 85.2 k -4,954 -2%
TCMG
4
TSP Capital Management Group
New Jersey
USD 4.66 M +USD 4.76 M +276,671 Nuevas
Osaic Holdings
5
Osaic Holdings
Arizona
USD 3.67 M +USD 345 k +20,074 +10%
LPL Financial
6
LPL Financial
California
USD 3.64 M +USD 284 k +16,501 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 2.42 M +USD 122 k +7,108 +5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
USD 1.9 M +USD 116 k +6,729 +6%
SAM
9
Smith Asset Management
Florida
USD 1.15 M -USD 10.4 k -603 -0.9%
Bank of America
10
Bank of America
North Carolina
USD 838 k – – –
SWM
11
Schwallier Wealth Management
Michigan
USD 802 k +USD 12.6 k +734 +2%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
USD 794 k – – –
CSC
13
Caldwell Sutter Capital
California
USD 737 k – – –
Jones Financial Companies
14
Jones Financial Companies
Missouri
USD 647 k -USD 20.7 k -1,203 -3%
Raymond James Financial
15
Raymond James Financial
Florida
USD 523 k +USD 6.31 k +367 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 497 k -USD 25.6 k -1,487 -5%
NewEdge Advisors
17
NewEdge Advisors
Louisiana
USD 497 k -USD 31.2 k -1,817 -6%
Vanguard National Trust
18
Vanguard National Trust
Pennsylvania
USD 492 k – – –
UBS Group
19
UBS Group
Switzerland
USD 359 k -USD 5.69 k -331 -2%
Oppenheimer & Co
20
Oppenheimer & Co
New York
USD 335 k -USD 8.6 k -500 -2%
PFG Investments
21
PFG Investments
New York
USD 307 k +USD 6.67 k +388 +2%
Sanctuary Advisors
22
Sanctuary Advisors
Indiana
USD 286 k – – –
Montag & Associates
23
Montag & Associates
Georgia
USD 143 k – – –
Wells Fargo
24
Wells Fargo
California
USD 116 k +USD 37.6 k +2,185 +46%
Keating Financial Advisory Services
25
Keating Financial Advisory Services
Kansas
USD 52.1 k +USD 1.15 k +67 +2%
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