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icono de CHT

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CHT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Global Retirement Partners
151
Global Retirement Partners
California
USD 225 k +USD 223 k +5,086 Nuevas
Angeles Wealth Management
152
Angeles Wealth Management
California
USD 221 k +USD 219 k +5,001 Nuevas
Allworth Financial
153
Allworth Financial
California
USD 220 k +USD 46.2 k +1,054 +27%
Allen Capital Group
154
Allen Capital Group
Nebraska
USD 210 k +USD 209 k +4,755 Nuevas
Mizuho Financial Group
155
Mizuho Financial Group
Japan
USD 204 k +USD 203 k +4,615 Nuevas
Lido Advisors
156
Lido Advisors
California
USD 202 k -USD 8.86 k -202 -4%
Quadrant Private Wealth Management
157
Quadrant Private Wealth Management
Pennsylvania
USD 201 k +USD 199 k +4,537 Nuevas
Arax Advisory Partners
158
Arax Advisory Partners
Colorado
USD 183 k +USD 111 k +2,528 +157%
Smartleaf Asset Management
159
Smartleaf Asset Management
Massachusetts
USD 176 k – – –
V-Square Quantitative Management
160
V-Square Quantitative Management
Illinois
USD 168 k -USD 173 k -3,935 -51%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
USD 159 k +USD 83 k +1,891 +113%
Larson Financial Group
162
Larson Financial Group
Missouri
USD 114 k +USD 8.29 k +189 +8%
Basecamp Wealth Advisors
163
Basecamp Wealth Advisors
Washington
USD 103 k – – –
Inspire Investing
164
Inspire Investing
Idaho
USD 98.3 k +USD 9.5 k +217 +11%
Wells Fargo
165
Wells Fargo
California
USD 95.7 k +USD 1.01 k +23 +1%
Westside Investment Management
166
Westside Investment Management
California
USD 66 k – – –
Pinnacle Wealth Planning Services
167
Pinnacle Wealth Planning Services
Ohio
USD 61.2 k -USD 2.06 k -47 -3%
Bell Investment Advisors
168
Bell Investment Advisors
California
USD 58.7 k +USD 1.27 k +29 +2%
Legal & General Group
169
Legal & General Group
United Kingdom
USD 54.9 k – – –
Silver Grove Financial Group
170
Silver Grove Financial Group
New York
USD 45.7 k +USD 45.3 k +1,032 Nuevas
JP Morgan Chase
171
JP Morgan Chase
New York
USD 38.8 k -USD 2.5 k -57 -6%
Cornerstone Financial Management
172
Cornerstone Financial Management
Massachusetts
USD 32.2 k +USD 19.4 k +441 +154%
Physician Wealth Advisors
173
Physician Wealth Advisors
Utah
USD 28.4 k +USD 6.98 k +159 +33%
AssetMark Inc
174
AssetMark Inc
California
USD 23 k +USD 7.24 k +165 +47%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
USD 21.9 k +USD 4.21 k +96 +24%
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