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icono de SCEC

Sterling Capital Funds
SCEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AE Wealth Management
1
AE Wealth Management
Kansas
USD 149 M +USD 11.6 M +461,913 +8%
CWA Asset Management Group
2
CWA Asset Management Group
Florida
USD 59.6 M +USD 17.7 M +707,121 +42%
KFG
3
Kingdom Financial Group
Arizona
USD 59.5 M +USD 2.04 M +81,473 +4%
KCM
4
Key Capital Management
Tennessee
USD 33 M +USD 6.7 M +267,940 +26%
HBS
5
Howard Bailey Securities
Indiana
USD 32.4 M +USD 2.97 M +118,837 +10%
MFS
6
Montgomery Financial Services
Maryland
USD 25.3 M +USD 25.3 M +1,011,169 Nuevas
LI
7
LifeWealth Investments
Florida
USD 22.4 M +USD 3.34 M +133,574 +18%
Simplicity Wealth
8
Simplicity Wealth
New Jersey
USD 16 M +USD 16 M +639,079 Nuevas
Global Wealth Management Investment Advisory
9
Global Wealth Management Investment Advisory
Florida
USD 6.61 M +USD 566 k +22,603 +9%
FI
10
FWG Investments
Kentucky
USD 6.55 M +USD 380 k +15,198 +6%
Jane Street
11
Jane Street
New York
USD 5.98 M +USD 5.98 M +238,914 Nuevas
Q1WB
12
Quest 10 Wealth Builders
Virginia
USD 3.77 M +USD 841 k +33,610 +29%
SA
13
Spectrum Advisors
Texas
USD 3.31 M -USD 7.96 k -318 -0.2%
FWM
14
FLP Wealth Management
Arkansas
USD 2.72 M +USD 440 k +17,584 +19%
LAS
15
Lloyd Advisory Services
Georgia
USD 2.41 M -USD 55 M -2,198,139 -96%
Farther Finance Advisors
16
Farther Finance Advisors
California
USD 2.21 M +USD 2.21 M +88,204 Nuevas
CA
17
Centennial Advisors
Texas
USD 2.2 M +USD 77.8 k +3,108 +4%
FA
18
FSA Advisors
Michigan
USD 1.63 M +USD 8.11 k +324 +0.5%
DRP
19
Decker Retirement Planning
Utah
USD 817 k +USD 33.8 k +1,351 +4%
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
USD 750 k -USD 64.2 k -2,565 -8%
JWCA
21
J.W. Cole Advisors
Florida
USD 673 k +USD 672 k +26,870 Nuevas
Citadel Advisors
22
Citadel Advisors
Florida
USD 666 k -USD 1.85 M -73,931 -74%
Hunter Associates Investment Management
23
Hunter Associates Investment Management
Pennsylvania
USD 580 k – – –
CreativeOne Wealth
24
CreativeOne Wealth
Kansas
USD 305 k – – –
Old Mission Capital
25
Old Mission Capital
Illinois
USD 288 k +USD 288 k +11,512 Nuevas
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