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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Glassman Wealth Services
226
Glassman Wealth Services
Virginia
USD 197 M -USD 977 k -1,465 -0.5%
Bank of New York Mellon
227
Bank of New York Mellon
New York
USD 197 M +USD 11.1 M +16,604 +6%
Gotham Asset Management
228
Gotham Asset Management
New York
USD 196 M +USD 6.18 M +9,277 +3%
Wescott Financial Advisory Group
229
Wescott Financial Advisory Group
Pennsylvania
USD 196 M +USD 3.19 M +4,786 +2%
Chicago Partners Investment Group
230
Chicago Partners Investment Group
Illinois
USD 195 M +USD 5.38 M +8,077 +3%
Peapack-Gladstone Financial Corp
231
Peapack-Gladstone Financial Corp
New Jersey
USD 195 M -USD 3.8 M -5,698 -2%
American Trust
232
American Trust
Kentucky
USD 195 M -USD 4.64 M -6,959 -2%
Vestmark Advisory Solutions
233
Vestmark Advisory Solutions
Massachusetts
USD 192 M +USD 41.7 M +62,497 +29%
State of Tennessee, Department of Treasury
234
State of Tennessee, Department of Treasury
Tennessee
USD 191 M – – –
Circle Wealth Management
235
Circle Wealth Management
New Jersey
USD 191 M +USD 901 k +1,351 +0.5%
Envestnet Portfolio Solutions
236
Envestnet Portfolio Solutions
Illinois
USD 190 M +USD 857 k +1,285 +0.5%
Hardy Reed
237
Hardy Reed
Mississippi
USD 189 M -USD 1.69 M -2,533 -0.9%
BIP Wealth
238
BIP Wealth
Georgia
USD 188 M +USD 109 M +163,370 +149%
Merit Financial Group
239
Merit Financial Group
Georgia
USD 187 M -USD 1.67 M -2,509 -0.9%
Fairfield University
240
Fairfield University
Connecticut
USD 187 M +USD 518 k +777 +0.3%
HSBC Holdings
241
HSBC Holdings
United Kingdom
USD 183 M +USD 49.5 M +74,264 +39%
Fund Evaluation Group
242
Fund Evaluation Group
Ohio
USD 182 M +USD 36.5 M +54,801 +26%
Catalyst Capital Advisors
243
Catalyst Capital Advisors
New York
USD 180 M +USD 4.13 M +6,199 +2%
Millburn Ridgefield Corp
244
Millburn Ridgefield Corp
New York
USD 180 M +USD 4.13 M +6,199 +2%
AIM
245
Allen Investment Management
New York
USD 178 M +USD 1.34 M +2,006 +0.8%
Lutz Financial Services
246
Lutz Financial Services
Nebraska
USD 176 M +USD 2.84 M +4,262 +2%
Opus Capital Group
247
Opus Capital Group
Ohio
USD 176 M -USD 735 k -1,102 -0.4%
D.A. Davidson & Co
248
D.A. Davidson & Co
Montana
USD 176 M -USD 6.39 M -9,580 -4%
Taiyo Life Insurance Company
249
Taiyo Life Insurance Company
Japan
USD 175 M – – –
Bouchey Financial Group
250
Bouchey Financial Group
New York
USD 174 M +USD 5.7 M +8,551 +3%