Curated Wealth Partners LLC

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Fonds	Aktuell (Stk)	Vorquartal (Stk)	Veränderung (Stk)	Wert (USD)	Status	Δ	Trend
Family Manage LLC	1.682.445	0	1.682.445	41.800.347	Neu	+100,0%
ENVESTNET ASSET MANAGEMENT INC	1.062.385	0	1.062.385	26.394.962	Neu	+100,0%
WJ Interests, LLC	611.971	0	611.971	15.204.419	Neu	+100,0%
OSAIC HOLDINGS, INC.	455.185	0	455.185	11.310.939	Neu	+100,0%
Curated Wealth Partners LLC	364.583	0	364.583	9.057.925	Neu	+100,0%
Jacksonville Wealth Management, LLC	255.994	0	255.994	6.360.174	Neu	+100,0%
JANE STREET GROUP, LLC	218.658	0	218.658	5.432.558	Neu	+100,0%
AVAII WEALTH MANAGEMENT, LLC	156.713	0	156.713	3.893.546	Neu	+100,0%
SilverOak Wealth Management LLC	89.383	0	89.383	2.220.724	Neu	+100,0%
CORRADO ADVISORS, LLC	83.151	0	83.151	2.065.887	Neu	+100,0%
Advisory Services Network, LLC	82.786	0	82.786	2.056.812	Neu	+100,0%
Hubbell Strickland Wealth Management, LLC	52.585	0	52.585	1.306.474	Neu	+100,0%
Cushing Capital Partners, LLC	43.721	0	43.721	1.086.248	Neu	+100,0%
Signal Advisors Wealth, LLC	38.253	0	38.253	950.407	Neu	+100,0%
Pallas Capital Advisors LLC	36.715	0	36.715	912.196	Neu	+100,0%
Ausdal Financial Partners, Inc.	32.410	0	32.410	805.239	Neu	+100,0%
Pettinga Financial Advisors LLC	20.427	0	20.427	507.509	Neu	+100,0%
M Wealth Management, LLC	20.338	0	20.338	505.292	Neu	+100,0%
LPL Financial LLC	17.687	0	17.687	439.433	Neu	+100,0%
MARIPAU WEALTH MANAGEMENT LLC	12.544	0	12.544	311.667	Neu	+100,0%
Corient Private Wealth LLC	11.581	0	11.581	287.718	Neu	+100,0%
Aptus Capital Advisors, LLC	10.791	0	10.791	268.102	Neu	+100,0%
STIFEL FINANCIAL CORP	8.157	0	8.157	202.661	Neu	+100,0%
Three Bearings Fiduciary Advisors, Inc.	8.126	0	8.126	201.891	Neu	+100,0%
GUARDIAN WEALTH ADVISORS, LLC / NC	5.301	0	5.301	131.703	Neu	+100,0%
WHITTIER TRUST CO OF NEVADA INC	5.049	0	5.049	125.190	Neu	+100,0%
WHITTIER TRUST CO	4.523	0	4.523	112.148	Neu	+100,0%
UBS Group AG	2.100	0	2.100	52.175	Neu	+100,0%
Strategic Wealth Partners, Ltd.	996	0	996	24.746	Neu	+100,0%

Fonds	Anteile	Vorquartal (Stk)	Δ	Wert (USD)	Anteil (%)	Verlauf
Family Manage LLC	1.682.445	0	+100,0%	41.800.347	31,19	1 Q
ENVESTNET ASSET MANAGEMENT INC	1.062.385	0	+100,0%	26.394.962	19,69	1 Q
WJ Interests, LLC	611.971	0	+100,0%	15.204.419	11,34	1 Q
OSAIC HOLDINGS, INC.	455.185	0	+100,0%	11.310.939	8,44	1 Q
Curated Wealth Partners LLC	364.583	0	+100,0%	9.057.925	6,76	1 Q
Jacksonville Wealth Management, LLC	255.994	0	+100,0%	6.360.174	4,75	1 Q
JANE STREET GROUP, LLC	218.658	0	+100,0%	5.432.558	4,05	1 Q
AVAII WEALTH MANAGEMENT, LLC	156.713	0	+100,0%	3.893.546	2,91	1 Q
SilverOak Wealth Management LLC	89.383	0	+100,0%	2.220.724	1,66	1 Q
CORRADO ADVISORS, LLC	83.151	0	+100,0%	2.065.887	1,54	1 Q
Advisory Services Network, LLC	82.786	0	+100,0%	2.056.812	1,53	1 Q
Hubbell Strickland Wealth Management, LLC	52.585	0	+100,0%	1.306.474	0,97	1 Q
Cushing Capital Partners, LLC	43.721	0	+100,0%	1.086.248	0,81	1 Q
Signal Advisors Wealth, LLC	38.253	0	+100,0%	950.407	0,71	1 Q
Pallas Capital Advisors LLC	36.715	0	+100,0%	912.196	0,68	1 Q
Ausdal Financial Partners, Inc.	32.410	0	+100,0%	805.239	0,60	1 Q
Pettinga Financial Advisors LLC	20.427	0	+100,0%	507.509	0,38	1 Q
M Wealth Management, LLC	20.338	0	+100,0%	505.292	0,38	1 Q
LPL Financial LLC	17.687	0	+100,0%	439.433	0,33	1 Q
MARIPAU WEALTH MANAGEMENT LLC	12.544	0	+100,0%	311.667	0,23	1 Q

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