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CMG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cary Street Partners Investment Advisory
951
Cary Street Partners Investment Advisory
Virginia
USD 69.3 k -USD 14.7 k -451 -18%
Barrett & Company
952
Barrett & Company
Rhode Island
USD 68 k – – –
Clearstead Trust
953
Clearstead Trust
Maine
USD 68 k – – –
Western Pacific Wealth Management
954
Western Pacific Wealth Management
Illinois
USD 67.6 k -USD 1.18 k -36 -2%
GW&K Investment Management
955
GW&K Investment Management
Massachusetts
USD 66 k +USD 26.8 k +819 +74%
Fairscale Capital
956
Fairscale Capital
New Hampshire
USD 63.3 k – – –
Caldwell Trust
957
Caldwell Trust
Florida
USD 63.2 k -USD 60 k -1,838 -50%
True Wealth Design
958
True Wealth Design
Ohio
USD 60.8 k -USD 65.6 k -2,008 -53%
Hilton Head Capital Partners
959
Hilton Head Capital Partners
South Carolina
USD 60.5 k -USD 4.15 k -127 -7%
Cornerstone Planning Group
960
Cornerstone Planning Group
New Jersey
USD 58 k -USD 6.34 k -194 -10%
Tripletail Wealth Management
961
Tripletail Wealth Management
Florida
USD 57 k -USD 1.63 k -50 -3%
KFP
962
Kerr Financial Planning
California
USD 52.7 k -USD 4.08 k -125 -7%
Kozak & Associates
963
Kozak & Associates
Colorado
USD 52.5 k -USD 55.9 k -1,712 -53%
Consultiva Wealth Management
964
Consultiva Wealth Management
Puerto Rico
USD 51 k – – –
TCOT
965
Trust Company of Toledo
Ohio
USD 49 k -USD 14.2 k -435 -23%
Abound Wealth Management
966
Abound Wealth Management
Tennessee
USD 48.7 k -USD 3.2 k -98 -6%
TIAA Wealth Investment Management
967
TIAA Wealth Investment Management
New York
USD 46.6 k +USD 3 k +92 +7%
CIA
968
Cape Investment Advisory
Georgia
USD 44.7 k +USD 42.9 k +1,314 Nuevas
APW
969
Allied Private Wealth
Florida
USD 44.3 k +USD 43.3 k +1,325 Nuevas
Alpine Bank Wealth Management
970
Alpine Bank Wealth Management
Colorado
USD 44.2 k +USD 42.5 k +1,300 Nuevas
Country Trust Bank
971
Country Trust Bank
Illinois
USD 44.2 k +USD 17.9 k +549 +73%
Evermay Wealth Management
972
Evermay Wealth Management
Virginia
USD 43.5 k – – –
Grove Bank & Trust
973
Grove Bank & Trust
Florida
USD 43.5 k – – –
NBC Securities
974
NBC Securities
Alabama
USD 43.4 k -USD 10.4 k -317 -20%
Smithfield Trust
975
Smithfield Trust
Pennsylvania
USD 43 k -USD 8.17 k -250 -17%
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