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icono de CLM

Cornerstone Strategic Value Fund
CLM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
USD 14.4 k -USD 28 k -3,720 -66%
Spire Wealth Management
127
Spire Wealth Management
Virginia
USD 13.3 k -USD 14.3 k -1,901 -52%
AssetMark Inc
128
AssetMark Inc
California
USD 9.5 k -USD 13.2 k -1,755 -58%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
USD 9.45 k – – –
Hantz Financial Services
130
Hantz Financial Services
Michigan
USD 9 k +USD 8.76 k +1,164 Nuevas
Thomas J. Herzfeld Advisors
131
Thomas J. Herzfeld Advisors
Florida
USD 8.97 k +USD 504 +67 +6%
Avalon Trust
132
Avalon Trust
New Mexico
USD 7.56 k – – –
Duncker Streett & Co
133
Duncker Streett & Co
Missouri
USD 7.56 k – – –
Godsey & Gibb Inc
134
Godsey & Gibb Inc
Virginia
USD 7.56 k – – –
GoalVest Advisory
135
GoalVest Advisory
New York
USD 7.02 k – – –
Roble Belko & Company
136
Roble Belko & Company
Pennsylvania
USD 7 k – – –
Albion Financial Group
137
Albion Financial Group
Utah
USD 4.01 k +USD 3.99 k +530 Nuevas
Harbour Investments
138
Harbour Investments
Wisconsin
USD 3.08 k -USD 2.81 k -373 -48%
Highline Wealth Partners
139
Highline Wealth Partners
California
USD 3.02 k – – –
Tower Research Capital (TRC)
140
Tower Research Capital (TRC)
New York
USD 1.75 k -USD 8.61 k -1,145 -83%
Wells Fargo
141
Wells Fargo
California
USD 1.54 k +USD 1.5 k +200 +5,000%
First Horizon Corporation
142
First Horizon Corporation
Tennessee
USD 1.51 k +USD 1.5 k +200 Nuevas
Gill Capital Partners
143
Gill Capital Partners
Colorado
USD 219 – – –
Walsh & Associates
144
Walsh & Associates
Florida
USD 83 – – –
Steward Partners Investment Advisory
145
Steward Partners Investment Advisory
New York
USD 4 – – –
Sit Investment Associates
146
Sit Investment Associates
Minnesota
– -USD 1.15 M -158,042 Cerradas
Jane Street
147
Jane Street
New York
– -USD 669 k -91,952 Cerradas
Independent Advisor Alliance
148
Independent Advisor Alliance
North Carolina
– -USD 270 k -37,072 Cerradas
Cerity Partners
149
Cerity Partners
New York
– -USD 219 k -30,067 Cerradas
Pasadena Private Wealth
150
Pasadena Private Wealth
California
– -USD 172 k -23,661 Cerradas
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