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Empire State Realty Series ES
ESBA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
North Star Investment Management
1
North Star Investment Management
Illinois
USD 1.58 M – – –
MJP
2
Michael J. Puzo
USD 1.31 M -USD 4.26 k -250 -0.3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
USD 1.07 M -USD 65.8 k -3,865 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
USD 975 k +USD 2.47 k +145 +0.2%
JP Morgan Private Wealth Advisors
5
JP Morgan Private Wealth Advisors
California
USD 849 k +USD 867 k +50,898 Nuevas
MRCM
6
M&R Capital Management
New Jersey
USD 800 k – – –
Woodmont Investment Counsel
7
Woodmont Investment Counsel
Tennessee
USD 603 k – – –
Advisor Group
8
Advisor Group
Arizona
USD 537 k – – –
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
USD 473 k +USD 31 k +1,819 +7%
Tortoise Investment Management
10
Tortoise Investment Management
New York
USD 467 k – – –
TIAA FSB
11
TIAA FSB
Florida
USD 433 k – – –
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
USD 389 k – – –
CT
13
Chicago Trust
Illinois
USD 382 k – – –
Wells Fargo
14
Wells Fargo
California
USD 345 k – – –
LPL Financial
15
LPL Financial
California
USD 343 k – – –
J.L. Bainbridge & Co
16
J.L. Bainbridge & Co
Florida
USD 287 k – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
USD 269 k +USD 275 k +16,153 Nuevas
APA
18
American Portfolios Advisors
New York
USD 230 k – – –
IFG Advisory
19
IFG Advisory
Georgia
USD 216 k +USD 221 k +13,000 Nuevas
Cowen Prime Advisors
20
Cowen Prime Advisors
New York
USD 215 k – – –
Creative Planning
21
Creative Planning
Kansas
USD 206 k -USD 57 k -3,350 -21%
Morgan Stanley
22
Morgan Stanley
New York
USD 192 k -USD 266 k -15,644 -58%
UBS Group
23
UBS Group
Switzerland
USD 169 k +USD 83.7 k +4,917 +94%
Fusion Family Wealth
24
Fusion Family Wealth
New York
USD 146 k – – –
Stratos Wealth Partners
25
Stratos Wealth Partners
Ohio
USD 143 k +USD 146 k +8,603 Nuevas
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