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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 98.5 M -USD 29.7 M -640,712 -23%
United Services Automobile Association
2
United Services Automobile Association
Texas
USD 57.9 M +USD 49.3 M +1,065,200 +656%
Glenmede Trust
3
Glenmede Trust
Pennsylvania
USD 44.9 M -USD 9.33 M -201,378 -17%
UBS Group
4
UBS Group
Switzerland
USD 11.3 M +USD 1.89 M +40,761 +21%
Parametric Portfolio Associates
5
Parametric Portfolio Associates
Washington
USD 8.29 M +USD 980 k +21,163 +14%
Sterling Investment Advisors (Missouri)
6
Sterling Investment Advisors (Missouri)
Missouri
USD 5.18 M +USD 13.9 k +299 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 4.76 M -USD 2.18 M -47,013 -32%
Cambria Investment Management
8
Cambria Investment Management
California
USD 2.57 M +USD 854 k +18,446 +51%
Morgan Stanley
9
Morgan Stanley
New York
USD 2.37 M -USD 6.41 M -138,338 -73%
JP Morgan Chase
10
JP Morgan Chase
New York
USD 2.11 M -USD 505 k -10,894 -20%
Wells Fargo
11
Wells Fargo
California
USD 1.94 M +USD 1.44 M +30,989 +309%
Brinker Capital Investments
12
Brinker Capital Investments
Pennsylvania
USD 1.84 M +USD 7.36 k +159 +0.4%
LYV
13
Live Your Vision
Pennsylvania
USD 1.56 M +USD 452 k +9,754 +42%
GWM
14
Gupta Wealth Management
California
USD 1.32 M +USD 90.5 k +1,953 +8%
FWM
15
Frontier Wealth Management
Missouri
USD 1.29 M -USD 44.3 k -957 -3%
SIA
16
Spruce Investment Advisors
Connecticut
USD 1.04 M – – –
CWA
17
Convergent Wealth Advisors
Maryland
USD 1.01 M – – –
CLA (CliftonLarsonAllen) Wealth Advisors
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 761 k – – –
LPL Financial
19
LPL Financial
California
USD 654 k -USD 60.9 k -1,315 -9%
Roberts, Glore & Co
20
Roberts, Glore & Co
Illinois
USD 605 k +USD 268 k +5,795 +82%
Ironwood Financial
21
Ironwood Financial
Arizona
USD 494 k -USD 51.7 k -1,115 -10%
MSI Financial Services
22
MSI Financial Services
Massachusetts
USD 441 k -USD 70.3 k -1,517 -14%
CWM
23
Concert Wealth Management
California
USD 367 k +USD 356 k +7,688 Nuevas
Virtu KCG Holdings
24
Virtu KCG Holdings
New York
USD 309 k +USD 304 k +6,557 Nuevas
Wealthcare Capital Management
25
Wealthcare Capital Management
Virginia
USD 308 k -USD 111 k -2,393 -27%