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State Street Financial Select Sector SPDR ETF
XLF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Corient Private Wealth
126
Corient Private Wealth
Florida
USD 24.8 M -USD 17.3 M -331,976 -42%
Spire Wealth Management
127
Spire Wealth Management
Virginia
USD 24.8 M -USD 1.05 M -20,164 -4%
Mariner
128
Mariner
Kansas
USD 23.7 M -USD 3.81 M -73,399 -14%
WCG Wealth Advisors
129
WCG Wealth Advisors
Nevada
USD 23.6 M +USD 703 k +13,528 +3%
Dakota Wealth Management
130
Dakota Wealth Management
Florida
USD 23.5 M -USD 589 k -11,326 -3%
WBG
131
Wharton Business Group
Pennsylvania
USD 23.4 M +USD 350 k +6,740 +2%
LFP
132
Lakeshore Financial Planning
Michigan
USD 23.2 M +USD 55.4 k +1,065 +0.2%
Asset Advisors Investment Management
133
Asset Advisors Investment Management
Georgia
USD 23.1 M -USD 331 k -6,369 -1%
NewEdge Advisors
134
NewEdge Advisors
Louisiana
USD 23.1 M -USD 3.15 M -60,555 -12%
Kingsview Wealth Management
135
Kingsview Wealth Management
Oregon
USD 22.1 M +USD 547 k +10,527 +3%
Rezny Wealth Management
136
Rezny Wealth Management
Florida
USD 22 M +USD 1.01 M +19,362 +5%
CF
137
Clarity Financial
Texas
USD 21.8 M +USD 255 k +4,905 +1%
Karpus Investment Management
138
Karpus Investment Management
New York
USD 21.8 M +USD 52 +1 +0%
Westwood Holdings Group
139
Westwood Holdings Group
Texas
USD 21.5 M +USD 20.8 M +400,235 Nuevas
Capital Advantage
140
Capital Advantage
California
USD 21.3 M -USD 404 k -7,773 -2%
Steward Partners Investment Advisory
141
Steward Partners Investment Advisory
New York
USD 21.1 M +USD 3.93 M +75,673 +24%
William Blair & Company
142
William Blair & Company
Illinois
USD 21 M -USD 8.06 M -155,103 -28%
Citizens Financial Group
143
Citizens Financial Group
Rhode Island
USD 20.9 M -USD 1.11 M -21,361 -5%
Keystone Global Partners
144
Keystone Global Partners
Colorado
USD 20.7 M +USD 1.29 M +24,791 +7%
EP Wealth Advisors
145
EP Wealth Advisors
California
USD 20.4 M +USD 743 k +14,299 +4%
Pathstone Holdings
146
Pathstone Holdings
New Jersey
USD 20.3 M +USD 1.29 M +24,916 +7%
Gotham Asset Management
147
Gotham Asset Management
New York
USD 20.1 M +USD 11.2 M +214,555 +133%
Quantitative Investment Management
148
Quantitative Investment Management
Virginia
USD 19.4 M +USD 7.97 M +153,284 +74%
Merit Financial Group
149
Merit Financial Group
Georgia
USD 19.1 M +USD 1.06 M +20,305 +6%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
USD 18.9 M +USD 9.09 M +174,802 +99%
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