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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Copia Wealth Management
1501
Copia Wealth Management
Oregon
USD 317 k +USD 28.7 k +42 +11%
AFT
1502
Alpha Family Trust
California
USD 317 k – – –
CH
1503
Cromwell Holdings
Wyoming
USD 316 k – – –
Personal CFO Solutions
1504
Personal CFO Solutions
New Jersey
USD 314 k +USD 298 k +436 Nuevas
Ehrenkranz Partners
1505
Ehrenkranz Partners
New York
USD 313 k -USD 17.1 k -25 -5%
Ducere Wealth Management
1506
Ducere Wealth Management
California
USD 312 k +USD 26.7 k +39 +10%
MVF
1507
Markin Volterra Fund
New York
USD 312 k +USD 297 k +434 Nuevas
LVW Advisors
1508
LVW Advisors
New York
USD 312 k +USD 19.8 k +29 +7%
Calton & Associates
1509
Calton & Associates
Florida
USD 311 k -USD 76.6 k -112 -21%
Hamilton Point Investment Advisors
1510
Hamilton Point Investment Advisors
North Carolina
USD 310 k – – –
Kornitzer Capital Management
1511
Kornitzer Capital Management
Kansas
USD 310 k – – –
Waldron Private Wealth
1512
Waldron Private Wealth
Pennsylvania
USD 308 k +USD 293 k +428 Nuevas
Accurate Wealth Management
1513
Accurate Wealth Management
Florida
USD 307 k -USD 47.8 k -70 -13%
Gilbert Capital Group
1514
Gilbert Capital Group
Maine
USD 306 k – – –
Adirondack Trust Company
1515
Adirondack Trust Company
New York
USD 306 k – – –
Herold Advisors
1516
Herold Advisors
New York
USD 306 k -USD 68.4 k -100 -19%
SVB Wealth
1517
SVB Wealth
Massachusetts
USD 305 k +USD 3.42 k +5 +1%
J. Safra Asset Management
1518
J. Safra Asset Management
New York
USD 304 k +USD 23.9 k +35 +9%
Edmond de Rothschild Holding
1519
Edmond de Rothschild Holding
Switzerland
USD 304 k +USD 288 k +422 Nuevas
Integrated Quantitative Investments
1520
Integrated Quantitative Investments
Washington
USD 304 k +USD 288 k +422 Nuevas
Legato Capital Management
1521
Legato Capital Management
California
USD 304 k +USD 288 k +422 Nuevas
DeDora Capital
1522
DeDora Capital
California
USD 302 k -USD 16.4 k -24 -5%
KWMG LLC
1523
KWMG LLC
Kansas
USD 302 k -USD 10.9 k -16 -4%
Susquehanna Fundamental Investments
1524
Susquehanna Fundamental Investments
Pennsylvania
USD 302 k – – –
Confluence Wealth Services
1525
Confluence Wealth Services
Pennsylvania
USD 302 k +USD 287 k +420 Nuevas