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WDAY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Avestar Capital
601
Avestar Capital
New York
USD 328 k +USD 54 k +426 +19%
Anchyra Partners
602
Anchyra Partners
Georgia
USD 328 k -USD 61.9 k -489 -15%
GWM
603
Gibbs Wealth Management
Georgia
USD 323 k -USD 18.1 k -143 -5%
Integrated Investment Consultants
604
Integrated Investment Consultants
Michigan
USD 319 k +USD 331 k +2,609 Nuevas
Simon Quick Advisors
605
Simon Quick Advisors
New Jersey
USD 319 k +USD 330 k +2,605 Nuevas
Root Financial Partners
606
Root Financial Partners
California
USD 319 k -USD 2.79 k -22 -0.8%
Dorsey & Whitney Trust
607
Dorsey & Whitney Trust
South Dakota
USD 318 k -USD 25.2 k -199 -7%
Kozak & Associates
608
Kozak & Associates
Colorado
USD 315 k +USD 68.2 k +538 +29%
CPC
609
CFC Planning Company
Indiana
USD 313 k +USD 81.8 k +646 +34%
AXS Investments
610
AXS Investments
New York
USD 310 k -USD 2.15 k -17 -0.7%
BIP Wealth
611
BIP Wealth
Georgia
USD 309 k +USD 3.42 k +27 +1%
Beacon Pointe Advisors
612
Beacon Pointe Advisors
California
USD 309 k -USD 7.16 M -56,505 -96%
KAM
613
Kazazian Asset Management
Florida
USD 306 k -USD 823 k -6,500 -72%
Welch & Forbes
614
Welch & Forbes
Massachusetts
USD 299 k – – –
Western Pacific Wealth Management
615
Western Pacific Wealth Management
Illinois
USD 296 k +USD 306 k +2,415 Nuevas
Steward Partners Investment Advisory
616
Steward Partners Investment Advisory
New York
USD 296 k -USD 300 k -2,368 -50%
Jamison Private Wealth Management
617
Jamison Private Wealth Management
Georgia
USD 295 k +USD 306 k +2,413 Nuevas
Atomi Financial Group
618
Atomi Financial Group
New York
USD 293 k +USD 304 k +2,397 Nuevas
Versant Capital Management
619
Versant Capital Management
Arizona
USD 291 k -USD 46 k -363 -13%
Trust Asset Management
620
Trust Asset Management
Texas
USD 290 k – – –
Red Door Wealth Management
621
Red Door Wealth Management
Tennessee
USD 290 k +USD 73.2 k +578 +32%
MAI Capital Management
622
MAI Capital Management
Ohio
USD 287 k -USD 135 k -1,069 -31%
Ironwood Investment Counsel
623
Ironwood Investment Counsel
Arizona
USD 285 k -USD 4.13 M -32,616 -93%
Legacy Bridge
624
Legacy Bridge
Iowa
USD 282 k -USD 2.91 k -23 -1%
Chiron Capital Management
625
Chiron Capital Management
Florida
USD 282 k +USD 12.7 k +100 +5%
23 24
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