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icono de MUFG

Mitsubishi UFJ Financial
MUFG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CWM
226
Cordatus Wealth Management
Pennsylvania
USD 847 k +USD 8.76 k +465 +1%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
USD 831 k -USD 16.7 k -885 -2%
Bridgewater Advisors
228
Bridgewater Advisors
New York
USD 826 k +USD 3.05 k +162 +0.4%
Optas LLC
229
Optas LLC
Texas
USD 795 k +USD 14.5 k +771 +2%
Evolve Private Wealth
230
Evolve Private Wealth
California
USD 792 k +USD 34.2 k +1,816 +5%
Anchyra Partners
231
Anchyra Partners
Georgia
USD 790 k +USD 38 k +2,015 +5%
Bleakley Financial Group
232
Bleakley Financial Group
New Jersey
USD 787 k +USD 231 k +12,281 +45%
Oppenheimer & Co
233
Oppenheimer & Co
New York
USD 786 k +USD 744 k +39,519 Nuevas
Pinnacle Financial Partners (Georgia)
234
Pinnacle Financial Partners (Georgia)
Georgia
USD 774 k -USD 26.6 k -1,412 -4%
Traveka Wealth
235
Traveka Wealth
California
USD 755 k +USD 1.71 k +91 +0.2%
Sage Rhino Capital
236
Sage Rhino Capital
California
USD 749 k -USD 6.59 k -350 -0.9%
Coldstream Capital Management
237
Coldstream Capital Management
Washington
USD 747 k +USD 29.9 k +1,588 +4%
Valeo Financial Advisors
238
Valeo Financial Advisors
Indiana
USD 740 k +USD 94.3 k +5,006 +16%
Principal Securities
239
Principal Securities
Iowa
USD 731 k -USD 140 k -7,437 -17%
Xponance
240
Xponance
Pennsylvania
USD 709 k +USD 359 k +19,062 +115%
Marks Group Wealth Management
241
Marks Group Wealth Management
Minnesota
USD 707 k -USD 829 k -44,024 -55%
Lido Advisors
242
Lido Advisors
California
USD 700 k +USD 46.2 k +2,453 +8%
State Street
243
State Street
Massachusetts
USD 687 k – – –
Syon Capital
244
Syon Capital
California
USD 676 k +USD 41.7 k +2,212 +7%
EverSource Wealth Advisors
245
EverSource Wealth Advisors
Alabama
USD 673 k -USD 258 k -13,710 -29%
Resonant Capital Advisors
246
Resonant Capital Advisors
Wisconsin
USD 672 k +USD 56.6 k +3,003 +10%
MAI Capital Management
247
MAI Capital Management
Ohio
USD 669 k +USD 279 k +14,801 +80%
One Wealth Capital Management
248
One Wealth Capital Management
Arizona
USD 664 k +USD 331 k +17,579 +111%
Cetera Trust Company
249
Cetera Trust Company
Minnesota
USD 657 k – – –
Main Street Research
250
Main Street Research
Connecticut
USD 651 k +USD 42.8 k +2,273 +7%
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