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TFI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fisher Asset Management
1
Fisher Asset Management
Washington
USD 251 M +USD 4.77 M +95,620 +2%
UBS Group
2
UBS Group
Switzerland
USD 109 M +USD 29.8 M +596,699 +38%
Wealthfront
3
Wealthfront
California
USD 80.4 M -USD 2.37 M -47,475 -3%
Bank of America
4
Bank of America
North Carolina
USD 74.1 M +USD 7.79 M +156,278 +12%
Morgan Stanley
5
Morgan Stanley
New York
USD 54.7 M -USD 14.8 M -296,514 -22%
Charles Schwab Investment Advisory
6
Charles Schwab Investment Advisory
California
USD 53.2 M -USD 2.74 M -54,968 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 52.9 M +USD 3.33 M +66,813 +7%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
USD 49.3 M +USD 4.43 M +88,818 +10%
Wells Fargo
9
Wells Fargo
California
USD 30.6 M -USD 482 k -9,657 -2%
NewSquare Capital
10
NewSquare Capital
Pennsylvania
USD 27.1 M -USD 35.3 k -707 -0.1%
AssetMark Inc
11
AssetMark Inc
California
USD 26.9 M +USD 1.22 M +24,486 +5%
UBS AM
12
UBS AM
Illinois
USD 24.2 M – – –
Prospera Financial Services
13
Prospera Financial Services
Texas
USD 19.8 M -USD 2.06 M -41,340 -10%
Bailard
14
Bailard
California
USD 17 M +USD 2.25 M +45,172 +15%
Jane Street
15
Jane Street
New York
USD 14.7 M +USD 14.5 M +290,220 Nuevas
Betterment LLC
16
Betterment LLC
New York
USD 14.6 M -USD 791 k -15,861 -5%
Transamerica Financial Advisors
17
Transamerica Financial Advisors
Florida
USD 13.4 M -USD 6.76 M -135,515 -34%
Wealthcare Advisory Partners
18
Wealthcare Advisory Partners
Pennsylvania
USD 12.4 M +USD 12.2 M +244,744 Nuevas
Brinker Capital
19
Brinker Capital
Pennsylvania
USD 10.8 M +USD 323 k +6,481 +3%
Pinnacle Advisory Group
20
Pinnacle Advisory Group
Maryland
USD 10.1 M -USD 385 k -7,725 -4%
Stifel Financial
21
Stifel Financial
Missouri
USD 8.94 M +USD 8.82 M +176,773 Nuevas
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
USD 8.67 M +USD 84.4 k +1,693 +1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
USD 7.52 M +USD 4.94 M +99,130 +200%
Suntrust Banks
24
Suntrust Banks
Georgia
USD 7.08 M +USD 3.73 M +74,799 +115%
FDx Advisors
25
FDx Advisors
Illinois
USD 6.89 M -USD 813 k -16,300 -11%
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