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icono de MUFG

Mitsubishi UFJ Financial
MUFG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IMA Advisory Services
451
IMA Advisory Services
Colorado
USD 32.8 k +USD 25.6 k +1,361 +469%
SEP
452
Signature Equity Partners
Ohio
USD 32.6 k -USD 1.11 k -59 -3%
Bare Financial Services
453
Bare Financial Services
Pennsylvania
USD 31 k +USD 14.8 k +784 +101%
Bell Investment Advisors
454
Bell Investment Advisors
California
USD 30.7 k +USD 848 +45 +3%
JPL Wealth Management
455
JPL Wealth Management
Colorado
USD 29.3 k -USD 7.97 k -423 -22%
Grove Bank & Trust
456
Grove Bank & Trust
Florida
USD 28.6 k +USD 1.36 k +72 +5%
SHP Wealth Management
457
SHP Wealth Management
Massachusetts
USD 27.3 k +USD 10.9 k +579 +73%
Addison Advisors
458
Addison Advisors
Vermont
USD 26.3 k -USD 79.1 k -4,199 -76%
Key Financial Inc
459
Key Financial Inc
Pennsylvania
USD 25.9 k -USD 15.6 k -829 -39%
Triumph Capital Management
460
Triumph Capital Management
Colorado
USD 25.6 k +USD 320 +17 +1%
Cornerstone Financial Management
461
Cornerstone Financial Management
Massachusetts
USD 25.4 k +USD 6.18 k +328 +35%
Elevation Wealth Partners
462
Elevation Wealth Partners
California
USD 25.2 k +USD 23.9 k +1,269 Nuevas
Kilter Group
463
Kilter Group
New York
USD 25.1 k +USD 21 k +1,115 +753%
TD Capital Management
464
TD Capital Management
Tennessee
USD 24.1 k – – –
Asset Dedication LLC
465
Asset Dedication LLC
California
USD 24 k – – –
D.J. St. Germain
466
D.J. St. Germain
Massachusetts
USD 23.5 k +USD 17.8 k +945 +402%
Bartlett & Co Wealth Management
467
Bartlett & Co Wealth Management
Ohio
USD 23.4 k – – –
Financial Consulate
468
Financial Consulate
Maryland
USD 22.7 k +USD 1.38 k +73 +7%
Retirement Wealth Solutions
469
Retirement Wealth Solutions
Wisconsin
USD 22.1 k +USD 6.52 k +346 +45%
BOK Financial Private Wealth
470
BOK Financial Private Wealth
Colorado
USD 22 k +USD 20.9 k +1,107 Nuevas
Oakworth Capital
471
Oakworth Capital
Alabama
USD 21.2 k – – –
Silver Grove Financial Group
472
Silver Grove Financial Group
New York
USD 21.1 k +USD 20 k +1,060 Nuevas
APFP
473
Action Point Financial Planning
Michigan
USD 20.6 k +USD 19.5 k +1,037 Nuevas
NBT Bank
474
NBT Bank
New York
USD 20.5 k – – –
Compass Financial Management
475
Compass Financial Management
Florida
USD 20.4 k +USD 19.4 k +1,028 Nuevas
17 18
19
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