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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 189 M +USD 26.2 M +436,802 +16%
Glenmede Trust
2
Glenmede Trust
Pennsylvania
USD 80.8 M +USD 965 k +16,062 +1%
Baystate Wealth Management
3
Baystate Wealth Management
Massachusetts
USD 11.6 M +USD 914 k +15,210 +9%
Parametric Portfolio Associates
4
Parametric Portfolio Associates
Washington
USD 9.38 M – – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
USD 6.17 M +USD 6.12 M +101,804 Nuevas
LPL Financial
6
LPL Financial
California
USD 5.5 M +USD 421 k +7,001 +8%
NewSquare Capital
7
NewSquare Capital
Pennsylvania
USD 4.02 M -USD 232 k -3,860 -6%
Brinker Capital Investments
8
Brinker Capital Investments
Pennsylvania
USD 3.88 M +USD 3.75 M +62,474 +3,932%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 3.22 M -USD 1.26 k -21 -0%
UBS
10
UBS
Switzerland
USD 2.28 M -USD 2.79 M -46,436 -55%
HBK Sorce Advisory
11
HBK Sorce Advisory
Pennsylvania
USD 2.18 M +USD 167 k +2,785 +8%
Ameriprise
12
Ameriprise
Minnesota
USD 2.08 M +USD 1.8 M +29,954 +681%
Morgan Stanley
13
Morgan Stanley
New York
USD 1.64 M -USD 1.18 M -19,596 -42%
SIA
14
Spruce Investment Advisors
Connecticut
USD 1.42 M – – –
CLA (CliftonLarsonAllen) Wealth Advisors
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 836 k – – –
Wells Fargo
16
Wells Fargo
California
USD 723 k +USD 342 k +5,700 +91%
Sequoia Financial Advisors
17
Sequoia Financial Advisors
Ohio
USD 685 k +USD 679 k +11,299 Nuevas
HSBC Holdings
18
HSBC Holdings
United Kingdom
USD 606 k – – –
Regions Financial Corp
19
Regions Financial Corp
Alabama
USD 585 k – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 550 k +USD 148 k +2,457 +37%
New England Securities
21
New England Securities
New York
USD 501 k +USD 108 k +1,799 +28%
Wealthcare Capital Management
22
Wealthcare Capital Management
Virginia
USD 343 k -USD 18.3 k -304 -5%
Cerity Partners OCIO
23
Cerity Partners OCIO
New York
USD 335 k – – –
Texas Yale Capital Corp
24
Texas Yale Capital Corp
Florida
USD 333 k +USD 75.1 k +1,250 +29%
Hudock Inc
25
Hudock Inc
Pennsylvania
USD 280 k – – –