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icono de CLM

Cornerstone Strategic Value Fund
CLM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Yakira Capital Management
1
Yakira Capital Management
Connecticut
USD 2.06 M -USD 2 M -127,360 -50%
Ladenburg Thalmann Financial Services
2
Ladenburg Thalmann Financial Services
Florida
USD 985 k +USD 954 k +60,746 +16,874%
Wedbush Securities
3
Wedbush Securities
California
USD 790 k -USD 387 k -24,655 -33%
Creative Planning
4
Creative Planning
Kansas
USD 736 k +USD 195 k +12,387 +37%
B. Riley Wealth Advisors
5
B. Riley Wealth Advisors
Florida
USD 400 k +USD 19.3 k +1,230 +5%
Virtu KCG Holdings
6
Virtu KCG Holdings
New York
USD 345 k +USD 44.9 k +2,857 +15%
LPL Financial
7
LPL Financial
California
USD 306 k -USD 116 k -7,396 -28%
ICAS
8
Investors Capital Advisory Services
Massachusetts
USD 289 k -USD 13.4 k -853 -5%
Fort Point Capital Partners
9
Fort Point Capital Partners
California
USD 246 k – – –
Cetera Advisors
10
Cetera Advisors
Colorado
USD 209 k +USD 204 k +13,000 Nuevas
Ameriprise
11
Ameriprise
Minnesota
USD 202 k +USD 197 k +12,545 Nuevas
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 201 k -USD 942 -60 -0.5%
Private Advisor Group
13
Private Advisor Group
New Jersey
USD 184 k -USD 1.32 k -84 -0.7%
Advisor Group
14
Advisor Group
Arizona
USD 139 k +USD 137 k +8,719 Nuevas
MSI Financial Services
15
MSI Financial Services
Massachusetts
USD 66 k +USD 6.58 k +419 +11%
Morgan Stanley
16
Morgan Stanley
New York
USD 60 k +USD 37.6 k +2,397 +177%
UBS Group
17
UBS Group
Switzerland
USD 51 k +USD 43.4 k +2,765 +678%
Geneos Wealth Management
18
Geneos Wealth Management
Colorado
USD 34 k +USD 958 +61 +3%
D.A. Davidson & Co
19
D.A. Davidson & Co
Montana
USD 17 k – – –
IFP Advisors
20
IFP Advisors
Florida
USD 16 k +USD 15.6 k +996 Nuevas
Thomas J. Herzfeld Advisors
21
Thomas J. Herzfeld Advisors
Florida
USD 13 k -USD 1.55 M -98,662 -99%
Citigroup
22
Citigroup
New York
USD 13 k – – –
Next Financial Group
23
Next Financial Group
Texas
USD 13 k – – –
Bellwether Investment Group
24
Bellwether Investment Group
Tennessee
USD 9 k +USD 8.84 k +563 Nuevas
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
USD 6 k – – –
1
2