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SRVR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AWM Capital
26
AWM Capital
Arizona
USD 953 k – – –
RCP
27
Roan Capital Partners
Tennessee
USD 887 k +USD 951 k +27,916 Nuevas
BFG
28
Baron Financial Group
New Jersey
USD 849 k +USD 95.4 k +2,803 +12%
Private Advisor Group
29
Private Advisor Group
New Jersey
USD 792 k -USD 53.6 k -1,575 -6%
Proactive Wealth Strategies
30
Proactive Wealth Strategies
Georgia
USD 792 k +USD 1.84 k +54 +0.2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
USD 775 k +USD 190 k +5,578 +30%
Osaic Holdings
32
Osaic Holdings
Arizona
USD 729 k +USD 353 k +10,355 +82%
Wealth High Governance Asset Management
33
Wealth High Governance Asset Management
USD 683 k +USD 732 k +21,500 Nuevas
IHT Wealth Management
34
IHT Wealth Management
Illinois
USD 676 k -USD 16.4 k -482 -2%
SAS
35
Stelac Advisory Services
New York
USD 540 k – – –
HighTower Advisors
36
HighTower Advisors
Illinois
USD 483 k -USD 6.23 k -183 -1%
Advyzon Investment Management
37
Advyzon Investment Management
Illinois
USD 472 k +USD 159 k +4,676 +46%
Integrated Wealth Concepts
38
Integrated Wealth Concepts
Massachusetts
USD 460 k -USD 126 k -3,704 -20%
GLOBALT Investments
39
GLOBALT Investments
Georgia
USD 451 k -USD 25.9 k -761 -5%
Citadel Advisors
40
Citadel Advisors
Florida
USD 447 k -USD 76.4 k -2,243 -14%
Citigroup
41
Citigroup
New York
USD 436 k +USD 34.6 k +1,016 +8%
Summit Financial
42
Summit Financial
New Jersey
USD 429 k -USD 86.3 k -2,534 -16%
Stifel Financial
43
Stifel Financial
Missouri
USD 425 k +USD 10.3 k +302 +2%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
USD 422 k +USD 452 k +13,282 Nuevas
OneAscent Financial Services
45
OneAscent Financial Services
Alabama
USD 396 k – – –
PP
46
Patron Partners
Texas
USD 351 k -USD 31.9 k -938 -8%
Independent Financial Group
47
Independent Financial Group
California
USD 301 k -USD 71.2 k -2,091 -18%
Partners Capital Investment Group
48
Partners Capital Investment Group
Massachusetts
USD 275 k – – –
Bryn Mawr Capital Management
49
Bryn Mawr Capital Management
Pennsylvania
USD 274 k -USD 63.5 k -1,866 -18%
Stratos Wealth Partners
50
Stratos Wealth Partners
Ohio
USD 258 k -USD 6.64 k -195 -2%
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