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icono de CMG

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CMG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Confluence Wealth Services
826
Confluence Wealth Services
Pennsylvania
USD 249 k +USD 240 k +7,338 Nuevas
Gladstone Institutional Advisory
827
Gladstone Institutional Advisory
Florida
USD 249 k -USD 25.3 k -776 -10%
L2 Asset Management
828
L2 Asset Management
Massachusetts
USD 248 k +USD 6.83 k +209 +3%
CA
829
Clune & Associates
Illinois
USD 246 k – – –
Capstone Financial Advisors
830
Capstone Financial Advisors
Illinois
USD 244 k -USD 180 k -5,501 -43%
Stablepoint Partners
831
Stablepoint Partners
Massachusetts
USD 244 k -USD 45.1 k -1,380 -16%
Parcion Private Wealth
832
Parcion Private Wealth
Washington
USD 243 k -USD 248 k -7,580 -51%
Center for Financial Planning
833
Center for Financial Planning
Michigan
USD 243 k – – –
Summit Wealth Group (Colorado)
834
Summit Wealth Group (Colorado)
Colorado
USD 243 k +USD 8.36 k +256 +4%
Venture Visionary Partners
835
Venture Visionary Partners
Ohio
USD 243 k -USD 555 -17 -0.2%
Anchor Investment Management
836
Anchor Investment Management
South Carolina
USD 242 k -USD 115 k -3,510 -33%
LeClair Wealth Partners
837
LeClair Wealth Partners
Ohio
USD 242 k +USD 233 k +7,122 Nuevas
F.L. Putnam Investment Management
838
F.L. Putnam Investment Management
Massachusetts
USD 241 k +USD 1.24 k +38 +0.5%
Certuity
839
Certuity
Florida
USD 241 k +USD 5.29 k +162 +2%
Savvy Advisors Inc
840
Savvy Advisors Inc
New York
USD 241 k -USD 35.3 k -1,080 -13%
Inscription Capital
841
Inscription Capital
Texas
USD 239 k -USD 171 k -5,248 -43%
City Holding Co
842
City Holding Co
West Virginia
USD 238 k -USD 106 k -3,250 -32%
Acadian Asset Management
843
Acadian Asset Management
Massachusetts
USD 237 k +USD 203 k +6,217 +810%
Triton Wealth Management
844
Triton Wealth Management
Arizona
USD 237 k +USD 231 k +7,075 Nuevas
Z3 Capital Partners
845
Z3 Capital Partners
Virginia
USD 236 k -USD 71.5 k -2,190 -24%
LaSalle St. Investment Advisors
846
LaSalle St. Investment Advisors
Illinois
USD 236 k -USD 5.39 k -165 -2%
Pine Valley Investments
847
Pine Valley Investments
New Jersey
USD 235 k -USD 135 k -4,125 -37%
Hilltop National Bank
848
Hilltop National Bank
Wyoming
USD 235 k +USD 206 k +6,303 +1,059%
CX Institutional
849
CX Institutional
Indiana
USD 234 k +USD 23.4 k +717 +12%
Fullerton Fund Management
850
Fullerton Fund Management
Singapore
USD 233 k +USD 224 k +6,854 Nuevas
32 33
34
35 36