¡Ya estamos en ! Descubre más
icono de CLM

Cornerstone Strategic Value Fund
CLM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Gladstone Institutional Advisory
51
Gladstone Institutional Advisory
Florida
USD 371 k -USD 63.3 k -8,415 -15%
OFO
52
OneAscent Family Office
Alabama
USD 335 k +USD 333 k +44,268 Nuevas
FWP
53
Firethorn Wealth Partners
Georgia
USD 319 k +USD 14.3 k +1,902 +5%
BlackRock
54
BlackRock
New York
USD 312 k – – –
SeaCrest Wealth Management
55
SeaCrest Wealth Management
New York
USD 296 k +USD 79.8 k +10,614 +37%
MGO One Seven
56
MGO One Seven
Ohio
USD 267 k +USD 11.2 k +1,486 +4%
Meridian Wealth Management
57
Meridian Wealth Management
Kentucky
USD 265 k -USD 13.1 k -1,743 -5%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
USD 250 k – – –
Mariner
59
Mariner
Kansas
USD 245 k +USD 145 k +19,324 +147%
BWM
60
Buska Wealth Management
Wisconsin
USD 231 k +USD 8.73 k +1,161 +4%
Foundations Investment Advisors
61
Foundations Investment Advisors
Arizona
USD 230 k +USD 229 k +30,479 Nuevas
EP Wealth Advisors
62
EP Wealth Advisors
California
USD 217 k +USD 8 +1 +0%
AG
63
AmeriFlex Group
Nevada
USD 208 k -USD 3.76 k -500 -2%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
USD 201 k – – –
Kestra Private Wealth Services
65
Kestra Private Wealth Services
Texas
USD 199 k +USD 3.93 k +523 +2%
HAG
66
HF Advisory Group
Maryland
USD 193 k +USD 7.41 k +985 +4%
NBC Securities
67
NBC Securities
Alabama
USD 191 k – – –
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
USD 180 k -USD 3.69 k -490 -2%
Chicago Partners Investment Group
69
Chicago Partners Investment Group
Illinois
USD 179 k +USD 624 +83 +0.3%
Virtu Financial
70
Virtu Financial
New York
USD 176 k +USD 58.2 k +7,735 +50%
Becker Capital Management
71
Becker Capital Management
Oregon
USD 173 k +USD 6.09 k +810 +4%
Sequoia Financial Advisors
72
Sequoia Financial Advisors
Ohio
USD 162 k – – –
BIP Wealth
73
BIP Wealth
Georgia
USD 158 k +USD 157 k +20,898 Nuevas
Clear Street
74
Clear Street
New York
USD 155 k +USD 154 k +20,493 Nuevas
Sanctuary Advisors
75
Sanctuary Advisors
Indiana
USD 152 k +USD 925 +123 +0.6%
1 2
3
4 5