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ESGE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Pension & Wealth Management Advisors
526
Pension & Wealth Management Advisors
Massachusetts
USD 110 k -USD 11.1 k -213 -10%
Trust Company of Vermont
527
Trust Company of Vermont
Vermont
USD 109 k +USD 104 k +1,990 Nuevas
MHR
528
Matthew Hamilton Rosenberg
USD 106 k – – –
WPG Advisers
529
WPG Advisers
Maryland
USD 104 k – – –
Godfrey Financial Associates
530
Godfrey Financial Associates
New York
USD 104 k -USD 1.31 k -25 -1%
Founders Financial Alliance
531
Founders Financial Alliance
North Carolina
USD 99.4 k +USD 57.9 k +1,108 +156%
Prudential plc
532
Prudential plc
United Kingdom
USD 98.4 k +USD 94.1 k +1,800 Nuevas
Gould Capital
533
Gould Capital
Washington
USD 98.3 k – – –
JFS Wealth Advisors
534
JFS Wealth Advisors
Pennsylvania
USD 96.2 k -USD 34.5 k -660 -27%
Clean Yield Group
535
Clean Yield Group
Vermont
USD 93.4 k – – –
Covestor
536
Covestor
United Kingdom
USD 93 k -USD 1.78 k -34 -2%
Deutsche Bank
537
Deutsche Bank
Germany
USD 87.2 k +USD 48.5 k +929 +140%
Frankly Finances
538
Frankly Finances
Florida
USD 87.1 k +USD 83.2 k +1,593 Nuevas
WealthCollab
539
WealthCollab
Washington
USD 85.4 k – – –
4Thought Financial Group
540
4Thought Financial Group
New York
USD 81.3 k -USD 1.99 k -38 -2%
North Star Investment Management
541
North Star Investment Management
Illinois
USD 79.1 k – – –
Evolution Wealth Management
542
Evolution Wealth Management
Florida
USD 79 k +USD 9.35 k +179 +14%
Morris Financial Concepts
543
Morris Financial Concepts
South Carolina
USD 72.8 k – – –
APFP
544
Action Point Financial Planning
Michigan
USD 69.7 k +USD 66.6 k +1,274 Nuevas
Smithfield Trust
545
Smithfield Trust
Pennsylvania
USD 64 k – – –
C.M. Bidwell & Associates
546
C.M. Bidwell & Associates
Hawaii
USD 60.4 k -USD 4.13 k -79 -7%
American National Bank & Trust
547
American National Bank & Trust
Texas
USD 60.2 k – – –
WhitTier Trust Company
548
WhitTier Trust Company
Nevada
USD 58.2 k +USD 15.6 k +298 +37%
Nalls Sherbakoff Group
549
Nalls Sherbakoff Group
Tennessee
USD 57.2 k – – –
UBS AM
550
UBS AM
Illinois
USD 55.1 k – – –
20 21
22
23 24