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icono de MSCI

MSCI
MSCI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SJS Investment Consulting
951
SJS Investment Consulting
Ohio
USD 15.7 k -USD 3.5 k -6 -18%
BDPWM
952
Barnes Dennig Private Wealth Management
Ohio
USD 15.7 k +USD 16.3 k +28 Nuevas
Rational Advisors
953
Rational Advisors
New York
USD 15.1 k – – –
Manchester Capital Management
954
Manchester Capital Management
Vermont
USD 14.6 k – – –
MCA
955
Midwest Capital Advisors
Michigan
USD 14.6 k – – –
CFSG
956
Community Financial Services Group
Vermont
USD 14.6 k +USD 2.92 k +5 +25%
JTBR
957
James T. Borello RIA
Illinois
USD 14 k -USD 7.58 k -13 -34%
Heritage Wealth Advisors
958
Heritage Wealth Advisors
Virginia
USD 14 k – – –
FFO
959
Fortitude Family Office
Arizona
USD 14 k +USD 2.33 k +4 +19%
Vanguard National Trust
960
Vanguard National Trust
Pennsylvania
USD 13.4 k – – –
Physician Wealth Advisors
961
Physician Wealth Advisors
Utah
USD 13.4 k +USD 8.17 k +14 +140%
Salomon & Ludwin
962
Salomon & Ludwin
Virginia
USD 13.4 k – – –
Anchor Investment Management
963
Anchor Investment Management
South Carolina
USD 12.9 k – – –
IFG Advisory
964
IFG Advisory
Georgia
USD 12.9 k +USD 13.4 k +23 Nuevas
UFPG
965
United Financial Planning Group
New York
USD 12.3 k – – –
Colonial Trust Advisors
966
Colonial Trust Advisors
South Carolina
USD 12.3 k +USD 12.8 k +22 Nuevas
BGA
967
Battery Global Advisors
Massachusetts
USD 12.1 k – – –
AW
968
Avion Wealth
Texas
USD 12 k +USD 4.67 k +8 +57%
NBT Bank
969
NBT Bank
New York
USD 11.2 k – – –
Clearstead Trust
970
Clearstead Trust
Maine
USD 11.2 k +USD 4.08 k +7 +54%
Webster Bank
971
Webster Bank
Connecticut
USD 10.6 k +USD 2.92 k +5 +36%
CFM
972
Cornerstone Financial Management
Massachusetts
USD 10.6 k +USD 5.25 k +9 +90%
MFP
973
Meramec Financial Planners
Missouri
USD 10.3 k – – –
HHCP
974
Hilton Head Capital Partners
South Carolina
USD 10.1 k – – –
Asset Dedication LLC
975
Asset Dedication LLC
California
USD 9.5 k – – –
37 38
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