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PFX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
USD 7.22 M +USD 7.29 M +172,675 Nuevas
2L
2
22NW LP
Washington
USD 4.93 M – – –
Morgan Stanley
3
Morgan Stanley
New York
USD 3.29 M +USD 316 k +7,493 +11%
AFG
4
American Financial Group
Ohio
USD 2.69 M – – –
ACM
5
Adalta Capital Management
New York
USD 1.82 M +USD 1.02 M +24,200 +126%
Confluence Investment Management
6
Confluence Investment Management
Missouri
USD 1.01 M +USD 28.1 k +665 +3%
Legal & General Group
7
Legal & General Group
United Kingdom
USD 689 k – – –
GIM
8
Greenwich Investment Management
Connecticut
USD 457 k +USD 461 k +10,918 Nuevas
Linscomb Wealth
9
Linscomb Wealth
Texas
USD 329 k – – –
TJHA
10
Thomas J. Herzfeld Advisors
Florida
USD 232 k +USD 95.1 k +2,254 +69%
Osaic Holdings
11
Osaic Holdings
Arizona
USD 197 k -USD 53.2 k -1,261 -21%
RG
12
Retirement Group
California
USD 164 k -USD 4.68 k -111 -3%
Banque Cantonale Vaudoise
13
Banque Cantonale Vaudoise
Switzerland
USD 105 k – – –
Compagnie Lombard Odier SCmA
14
Compagnie Lombard Odier SCmA
Switzerland
USD 105 k – – –
UBS Group
15
UBS Group
Switzerland
USD 16 k -USD 14 k -331 -46%
Wells Fargo
16
Wells Fargo
California
USD 11 k – – –
Bank of America
17
Bank of America
North Carolina
USD 8 k – – –
Geneos Wealth Management
18
Geneos Wealth Management
Colorado
USD 5 k – – –
Tower Research Capital (TRC)
19
Tower Research Capital (TRC)
New York
USD 2 k +USD 2.07 k +49 Nuevas
Millennium Management
20
Millennium Management
New York
– -USD 391 k -9,117 Cerradas
O'Shaughnessy Asset Management
21
O'Shaughnessy Asset Management
Connecticut
– -USD 122 k -2,852 Cerradas
APWA
22
Atlas Private Wealth Advisors
New Jersey
– -USD 23 k -546 Cerradas
AWM
23
Accel Wealth Management
Iowa
– -USD 12 k -275 Cerradas
BDO Wealth Advisors
24
BDO Wealth Advisors
Florida
– -USD 7 k -170 Cerradas
Spire Wealth Management
25
Spire Wealth Management
Virginia
– -USD 6 k -130 Cerradas
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