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icono de CLM

Cornerstone Strategic Value Fund
CLM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
StoneX Group
26
StoneX Group
New York
USD 1.15 M -USD 24.1 k -3,204 -2%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
USD 1.1 M – – –
Creative Financial Designs
28
Creative Financial Designs
Indiana
USD 1.01 M +USD 293 k +39,011 +42%
Independent Financial Group
29
Independent Financial Group
California
USD 846 k +USD 842 k +111,901 Nuevas
Aptus Capital Advisors
30
Aptus Capital Advisors
Alabama
USD 837 k +USD 15.3 k +2,032 +2%
Marex Group
31
Marex Group
USD 831 k +USD 827 k +109,968 Nuevas
Savvy Advisors Inc
32
Savvy Advisors Inc
New York
USD 813 k +USD 752 +100 +0.1%
ASG
33
Advisory Solutions Group
Minnesota
USD 740 k +USD 736 k +97,879 Nuevas
AE Wealth Management
34
AE Wealth Management
Kansas
USD 701 k +USD 297 k +39,541 +74%
Encompass More Asset Management
35
Encompass More Asset Management
California
USD 677 k +USD 64.4 k +8,560 +11%
XTX Topco
36
XTX Topco
Cayman Islands
USD 670 k +USD 451 k +59,935 +209%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
USD 631 k -USD 55.3 k -7,351 -8%
CreativeOne Wealth
38
CreativeOne Wealth
Kansas
USD 597 k +USD 16.6 k +2,212 +3%
Mirador Capital Partners
39
Mirador Capital Partners
California
USD 595 k +USD 592 k +78,738 Nuevas
Benjamin Edwards Inc
40
Benjamin Edwards Inc
Missouri
USD 562 k +USD 13.7 k +1,819 +3%
GSIAS
41
Garden State Investment Advisory Services
New Jersey
USD 493 k +USD 60.2 k +8,000 +14%
Private Advisor Group
42
Private Advisor Group
New Jersey
USD 470 k +USD 56.5 k +7,508 +14%
CoreCap Advisors
43
CoreCap Advisors
Michigan
USD 452 k +USD 306 k +40,674 +212%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
USD 450 k +USD 65.3 k +8,684 +17%
HighTower Advisors
45
HighTower Advisors
Illinois
USD 446 k -USD 51.7 k -6,868 -10%
Stifel Financial
46
Stifel Financial
Missouri
USD 441 k +USD 57.3 k +7,616 +15%
Prospera Financial Services
47
Prospera Financial Services
Texas
USD 415 k -USD 239 k -31,756 -37%
Dynamic Advisor Solutions
48
Dynamic Advisor Solutions
Arizona
USD 409 k +USD 40.1 k +5,327 +11%
Kestra Advisory Services
49
Kestra Advisory Services
Texas
USD 392 k -USD 2.47 k -328 -0.6%
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
USD 378 k -USD 1.5 k -200 -0.4%
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