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icono de APD

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APD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Okabena Investment Services
951
Okabena Investment Services
Minnesota
USD 713 k -USD 48.9 k -168 -6%
Tectonic Advisors
952
Tectonic Advisors
Texas
USD 713 k +USD 320 k +1,099 +82%
BG
953
Bollard Group
Massachusetts
USD 709 k +USD 4.36 k +15 +0.6%
Heritage Wealth Management (Ohio)
954
Heritage Wealth Management (Ohio)
Ohio
USD 709 k -USD 14.5 k -50 -2%
LGT Group Foundation
955
LGT Group Foundation
Liechtenstein
USD 709 k -USD 18 k -62 -3%
Advisor OS
956
Advisor OS
Illinois
USD 707 k -USD 291 -1 -0%
CNB Bank
957
CNB Bank
Pennsylvania
USD 704 k -USD 80.6 k -277 -10%
Formidable Asset Management
958
Formidable Asset Management
Ohio
USD 699 k -USD 169 k -581 -19%
Mattern Wealth Management
959
Mattern Wealth Management
Kansas
USD 695 k -USD 21.2 k -73 -3%
UAML
960
US Asset Management LLC
Pennsylvania
USD 694 k – – –
Creative Financial Designs
961
Creative Financial Designs
Indiana
USD 694 k -USD 2.04 k -7 -0.3%
Flow Traders U.S.
962
Flow Traders U.S.
New York
USD 692 k +USD 687 k +2,361 Nuevas
Legacy Advisors
963
Legacy Advisors
Pennsylvania
USD 690 k +USD 250 k +860 +58%
Tran Capital Management
964
Tran Capital Management
California
USD 687 k -USD 7.8 M -26,823 -92%
Gladstone Institutional Advisory
965
Gladstone Institutional Advisory
Florida
USD 686 k -USD 21.8 k -75 -3%
NERM
966
New England Research & Management
Illinois
USD 682 k +USD 676 k +2,325 Nuevas
Greenfield Savings Bank
967
Greenfield Savings Bank
Massachusetts
USD 682 k – – –
SBI Okasan Asset Management
968
SBI Okasan Asset Management
Japan
USD 678 k -USD 291 k -1,000 -29%
Carnegie Investment Counsel
969
Carnegie Investment Counsel
Ohio
USD 678 k -USD 18.9 k -65 -3%
Cary Street Partners
970
Cary Street Partners
Virginia
USD 677 k -USD 49.2 k -169 -7%
Moody National Bank Trust Division
971
Moody National Bank Trust Division
Texas
USD 675 k +USD 2.62 k +9 +0.4%
1832 Asset Management
972
1832 Asset Management
Ontario, Canada
USD 674 k +USD 1.16 k +4 +0.2%
Bryn Mawr Capital Management
973
Bryn Mawr Capital Management
Pennsylvania
USD 667 k -USD 72.7 k -250 -10%
Flywheel Private Wealth
974
Flywheel Private Wealth
California
USD 667 k -USD 5.82 k -20 -0.9%
Wealthspire Advisors (New York)
975
Wealthspire Advisors (New York)
New York
USD 663 k +USD 60.8 k +209 +10%
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