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MTBA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Private Client Services
51
Private Client Services
Kentucky
USD 1.62 M -USD 881 k -17,859 -35%
Patten Group
52
Patten Group
Tennessee
USD 1.56 M -USD 355 k -7,197 -18%
CNBTD
53
Citizens National Bank Trust Department
Mississippi
USD 1.55 M +USD 17 k +344 +1%
Advisory Services Network
54
Advisory Services Network
Georgia
USD 1.54 M -USD 443 k -8,986 -22%
Harmony Asset Management
55
Harmony Asset Management
Arizona
USD 1.52 M +USD 118 k +2,400 +8%
Goldman Sachs
56
Goldman Sachs
New York
USD 1.51 M +USD 1.52 M +30,781 Nuevas
Ameritas Advisory Services
57
Ameritas Advisory Services
Nebraska
USD 1.4 M +USD 1.4 M +28,446 Nuevas
Smith, Moore & Co
58
Smith, Moore & Co
Missouri
USD 1.39 M +USD 126 k +2,551 +10%
Continuum Advisory
59
Continuum Advisory
Idaho
USD 1.32 M +USD 19.6 k +398 +1%
HighTower Advisors
60
HighTower Advisors
Illinois
USD 1.29 M -USD 66.6 k -1,349 -5%
CA
61
Crumly & Associates
Illinois
USD 1.26 M -USD 1.7 M -34,364 -57%
GK Wealth Management
62
GK Wealth Management
Nevada
USD 1.21 M +USD 1.22 M +24,648 Nuevas
Osaic Holdings
63
Osaic Holdings
Arizona
USD 1.2 M +USD 37.9 k +768 +3%
Longview Financial Advisors
64
Longview Financial Advisors
Alabama
USD 1.19 M -USD 8.54 k -173 -0.7%
Brinker Capital Investments
65
Brinker Capital Investments
Pennsylvania
USD 1.18 M -USD 1.71 M -34,590 -59%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
USD 1.15 M -USD 229 k -4,644 -17%
Morgan Stanley
67
Morgan Stanley
New York
USD 1.13 M +USD 13.5 k +274 +1%
Benjamin Edwards Inc
68
Benjamin Edwards Inc
Missouri
USD 1.11 M -USD 1.81 M -36,623 -62%
Sequoia Financial Advisors
69
Sequoia Financial Advisors
Ohio
USD 1.1 M +USD 1.1 M +22,391 Nuevas
Spire Wealth Management
70
Spire Wealth Management
Virginia
USD 1.08 M – – –
Ancora Advisors
71
Ancora Advisors
Ohio
USD 1.08 M – – –
Mosley Wealth Management
72
Mosley Wealth Management
California
USD 1.07 M +USD 900 k +18,237 +510%
Knights of Columbus Asset Advisors
73
Knights of Columbus Asset Advisors
Connecticut
USD 1.04 M +USD 627 k +12,705 +149%
Cambridge Advisors
74
Cambridge Advisors
Nebraska
USD 1.03 M +USD 71.4 k +1,447 +7%
Hegarty Advisors
75
Hegarty Advisors
New York
USD 1.02 M -USD 62.7 k -1,270 -6%
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