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icono de CPA

Copa Holdings
CPA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BNP Paribas Financial Markets
276
BNP Paribas Financial Markets
France
USD 20.1 k -USD 15.9 k -122 -49%
Bessemer Group
277
Bessemer Group
New Jersey
USD 19 k -USD 1.43 k -11 -9%
Ares Financial Consulting
278
Ares Financial Consulting
California
USD 19 k – – –
True Wealth Design
279
True Wealth Design
Ohio
USD 16.3 k +USD 4.42 k +34 +48%
Smartleaf Asset Management
280
Smartleaf Asset Management
Massachusetts
USD 15.9 k – – –
Core Alternative Capital
281
Core Alternative Capital
Georgia
USD 15.6 k – – –
UBS AM
282
UBS AM
Illinois
USD 15.2 k – – –
Continuum Advisory
283
Continuum Advisory
Idaho
USD 12.6 k +USD 10.5 k +81 Nuevas
CVA Family Office
284
CVA Family Office
Colorado
USD 12.1 k +USD 390 +3 +4%
APW
285
Allied Private Wealth
Florida
USD 11.8 k +USD 10.4 k +80 Nuevas
Pinnacle Wealth Planning Services
286
Pinnacle Wealth Planning Services
Ohio
USD 9.6 k -USD 3.25 k -25 -29%
Caldwell Sutter Capital
287
Caldwell Sutter Capital
California
USD 7.93 k +USD 3.25 k +25 +96%
Institute for Wealth Management
288
Institute for Wealth Management
Colorado
USD 7.78 k +USD 6.51 k +50 Nuevas
APFP
289
Action Point Financial Planning
Michigan
USD 6.85 k +USD 5.73 k +44 Nuevas
JFS Wealth Advisors
290
JFS Wealth Advisors
Pennsylvania
USD 6.69 k +USD 130 +1 +2%
SEP
291
Signature Equity Partners
Ohio
USD 6.31 k -USD 130 -1 -2%
Fortitude Family Office
292
Fortitude Family Office
Arizona
USD 6.22 k -USD 1.17 k -9 -18%
Brown, Lisle/Cummings
293
Brown, Lisle/Cummings
Rhode Island
USD 5.6 k -USD 4.16 k -32 -47%
Cornerstone Planning Group
294
Cornerstone Planning Group
New Jersey
USD 5.41 k -USD 2.08 k -16 -29%
Parallel Advisors
295
Parallel Advisors
California
USD 4.3 k +USD 1.17 k +9 +50%
Private Trust Company
296
Private Trust Company
Ohio
USD 4.04 k +USD 781 +6 +30%
1620 Investment Advisors
297
1620 Investment Advisors
Massachusetts
USD 3.89 k – – –
Park Square Financial Group
298
Park Square Financial Group
Georgia
USD 3.58 k -USD 1.17 k -9 -28%
SignatureFD
299
SignatureFD
Georgia
USD 3.42 k -USD 24.1 k -185 -89%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
USD 3.42 k +USD 1.69 k +13 +144%
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