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SCZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ballentine Partners
51
Ballentine Partners
Massachusetts
USD 23.8 M -USD 114 k -1,361 -0.5%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
USD 21.7 M +USD 5.26 M +62,812 +31%
First Citizens Bank & Trust
53
First Citizens Bank & Trust
North Carolina
USD 21.5 M +USD 5.38 M +64,196 +33%
Stifel Financial
54
Stifel Financial
Missouri
USD 20.7 M +USD 54.6 k +652 +0.3%
Bryn Mawr Capital Management
55
Bryn Mawr Capital Management
Pennsylvania
USD 19.8 M +USD 874 k +10,434 +5%
FSM Wealth Advisors
56
FSM Wealth Advisors
Ohio
USD 19.7 M +USD 899 k +10,738 +5%
Corient Private Wealth
57
Corient Private Wealth
Florida
USD 19.3 M -USD 21.5 M -256,904 -52%
IMA Advisory Services
58
IMA Advisory Services
Colorado
USD 18.6 M +USD 35 k +418 +0.2%
Raymond James Financial
59
Raymond James Financial
Florida
USD 17.9 M +USD 592 k +7,073 +3%
Osaic Holdings
60
Osaic Holdings
Arizona
USD 17.2 M +USD 1.48 M +17,699 +9%
Truist Financial
61
Truist Financial
North Carolina
USD 16.6 M -USD 356 k -4,257 -2%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
USD 16.4 M -USD 1.19 M -14,259 -7%
TIAA Trust, National Association
63
TIAA Trust, National Association
North Carolina
USD 16.2 M +USD 33.4 k +399 +0.2%
Sequoia Financial Advisors
64
Sequoia Financial Advisors
Ohio
USD 14.4 M +USD 4.02 k +48 +0%
Range Advisory
65
Range Advisory
Virginia
USD 14.2 M +USD 4.88 M +58,263 +51%
Wealth Architects
66
Wealth Architects
California
USD 14.1 M -USD 336 k -4,010 -2%
RTD Financial Advisors
67
RTD Financial Advisors
Pennsylvania
USD 13.9 M -USD 113 k -1,347 -0.8%
Curi RMB Capital
68
Curi RMB Capital
Illinois
USD 13.8 M +USD 2.47 M +29,460 +21%
Nuveen
69
Nuveen
North Carolina
USD 13.5 M -USD 37.9 M -452,737 -73%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
USD 13.4 M +USD 228 k +2,718 +2%
Checchi Capital Advisers
71
Checchi Capital Advisers
California
USD 13.4 M -USD 573 k -6,838 -4%
Mariner
72
Mariner
Kansas
USD 13.3 M -USD 209 k -2,491 -2%
Klingman & Associates
73
Klingman & Associates
New York
USD 12.8 M -USD 128 k -1,530 -1%
SIC
74
Shoker Investment Counsel
Ohio
USD 12.2 M +USD 409 k +4,883 +3%
NewEdge Advisors
75
NewEdge Advisors
Louisiana
USD 11.8 M +USD 1.02 M +12,141 +9%
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