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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
OC
1
OxenFree Capital
Florida
USD 45.5 M +USD 444 k +9,481 +1%
Raymond James Financial
2
Raymond James Financial
Florida
USD 31 M +USD 1.39 M +29,766 +5%
Holistic Planning
3
Holistic Planning
Texas
USD 28.3 M +USD 4.66 M +99,595 +21%
Truist Financial
4
Truist Financial
North Carolina
USD 23.7 M +USD 2.01 M +42,931 +10%
UAG
5
United Advisor Group
Ohio
USD 18.9 M +USD 552 k +11,795 +3%
Stifel Financial
6
Stifel Financial
Missouri
USD 18.4 M -USD 520 k -11,124 -3%
Kestra Advisory Services
7
Kestra Advisory Services
Texas
USD 14.8 M +USD 1.81 M +38,692 +14%
Jones Financial Companies
8
Jones Financial Companies
Missouri
USD 13.8 M +USD 1.88 M +40,186 +16%
LPL Financial
9
LPL Financial
California
USD 13.5 M +USD 636 k +13,593 +5%
WCM
10
Weaver Capital Management
Georgia
USD 11.7 M – – –
Ethos Financial Group
11
Ethos Financial Group
Pennsylvania
USD 11.3 M +USD 123 k +2,637 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 10.2 M +USD 243 k +5,192 +3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
USD 9.02 M -USD 1.72 M -36,780 -16%
AA
14
Ascent Advisors
Minnesota
USD 8.65 M +USD 8.39 M +179,376 Nuevas
SRA
15
Secured Retirement Advisors
Minnesota
USD 8.65 M -USD 329 k -7,026 -4%
Foundations Investment Advisors
16
Foundations Investment Advisors
Arizona
USD 8.63 M +USD 604 k +12,919 +8%
SCM
17
Sage Capital Management
New Jersey
USD 7.51 M +USD 609 k +13,022 +9%
HA
18
Hegarty Advisors
New York
USD 7.34 M +USD 12.1 k +258 +0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 7.17 M -USD 111 k -2,376 -2%
Essex Financial Services
20
Essex Financial Services
Connecticut
USD 7.16 M -USD 13.7 k -293 -0.2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
USD 6.7 M +USD 1.6 M +34,104 +33%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
USD 6.5 M -USD 154 k -3,290 -2%
Bank of America
23
Bank of America
North Carolina
USD 5.7 M +USD 186 k +3,983 +3%
UBS Group
24
UBS Group
Switzerland
USD 5.3 M -USD 656 k -14,023 -11%
FG
25
Fairman Group
Pennsylvania
USD 5.22 M +USD 12.9 k +276 +0.3%