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SCZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HighTower Advisors
26
HighTower Advisors
Illinois
USD 49.5 M -USD 8.34 M -99,607 -14%
Forvis Mazars Wealth Advisors
27
Forvis Mazars Wealth Advisors
Missouri
USD 46 M -USD 1.4 M -16,759 -3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
USD 45.6 M -USD 1.86 M -22,152 -4%
Financial Advisory Corporation
29
Financial Advisory Corporation
Michigan
USD 45.3 M -USD 2.65 M -31,683 -5%
Moneta Group Investment Advisors
30
Moneta Group Investment Advisors
Missouri
USD 43.6 M +USD 5.1 M +60,851 +13%
Wells Fargo
31
Wells Fargo
California
USD 41.3 M +USD 2.15 M +25,622 +5%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
USD 38.7 M -USD 2.17 M -25,965 -5%
Baker Avenue Asset Management
33
Baker Avenue Asset Management
California
USD 37.2 M +USD 400 k +4,781 +1%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
USD 34.9 M +USD 1.5 M +17,954 +4%
Plancorp LLC
35
Plancorp LLC
Missouri
USD 32.6 M -USD 1.64 M -19,573 -5%
Flow Traders U.S.
36
Flow Traders U.S.
New York
USD 32.3 M +USD 32.9 M +392,688 Nuevas
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
USD 32 M +USD 1.77 M +21,100 +6%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
USD 31.8 M +USD 19.6 M +234,153 +154%
MAI Capital Management
39
MAI Capital Management
Ohio
USD 31.6 M +USD 630 k +7,519 +2%
Savant Capital
40
Savant Capital
Illinois
USD 31.2 M +USD 13.3 M +159,392 +75%
Halbert Hargrove Global Advisors
41
Halbert Hargrove Global Advisors
California
USD 30.4 M -USD 426 k -5,085 -1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
USD 29.2 M +USD 17.7 M +211,002 +147%
BMC
43
Bear Mountain Capital
Washington
USD 28.6 M +USD 849 k +10,142 +3%
Arvest Bank Trust Division
44
Arvest Bank Trust Division
Oklahoma
USD 25.5 M -USD 279 k -3,330 -1%
SWM
45
Shakespeare Wealth Management
Wisconsin
USD 25.3 M +USD 802 k +9,574 +3%
Choreo LLC
46
Choreo LLC
Illinois
USD 25.1 M -USD 797 k -9,517 -3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
USD 24.6 M -USD 334 k -3,985 -1%
St Louis Trust
48
St Louis Trust
Missouri
USD 24.6 M – – –
Pure Financial Advisors
49
Pure Financial Advisors
California
USD 24.3 M +USD 190 k +2,272 +0.8%
Mission Wealth Management
50
Mission Wealth Management
California
USD 24.2 M +USD 5.49 M +65,541 +29%
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