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icono de SPGI

S&P Global
SPGI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Welch & Forbes
901
Welch & Forbes
Massachusetts
USD 1.8 M +USD 14.4 k +34 +0.8%
CWM
902
Cordatus Wealth Management
Pennsylvania
USD 1.79 M +USD 7.6 k +18 +0.4%
Robertson Stephens Wealth Management
903
Robertson Stephens Wealth Management
California
USD 1.78 M -USD 452 k -1,070 -20%
Lighthouse Financial Services
904
Lighthouse Financial Services
California
USD 1.77 M +USD 201 k +476 +13%
Rodgers Brothers
905
Rodgers Brothers
Pennsylvania
USD 1.76 M – – –
Sora Investors
906
Sora Investors
Pennsylvania
USD 1.75 M -USD 25.3 M -60,011 -93%
Tealwood Asset Management
907
Tealwood Asset Management
Minnesota
USD 1.72 M -USD 7.18 k -17 -0.4%
Permanens Capital
908
Permanens Capital
New York
USD 1.71 M +USD 1.24 M +2,939 +235%
London & Capital Asset Management
909
London & Capital Asset Management
United Kingdom
USD 1.7 M +USD 11.8 k +28 +0.7%
Lederer & Associates Investment Counsel
910
Lederer & Associates Investment Counsel
California
USD 1.7 M +USD 3.38 k +8 +0.2%
Wedmont Private Capital
911
Wedmont Private Capital
Pennsylvania
USD 1.7 M -USD 185 k -439 -10%
Envestnet Portfolio Solutions
912
Envestnet Portfolio Solutions
Illinois
USD 1.69 M -USD 296 k -702 -14%
FFG
913
Fortem Financial Group
California
USD 1.69 M +USD 130 k +309 +8%
Argus Investors Counsel
914
Argus Investors Counsel
New York
USD 1.68 M -USD 42.7 k -101 -2%
Figure 8 Investment Strategies
915
Figure 8 Investment Strategies
Idaho
USD 1.66 M -USD 95 k -225 -5%
BKM Wealth Management
916
BKM Wealth Management
Wisconsin
USD 1.65 M +USD 153 k +363 +10%
Excalibur Management
917
Excalibur Management
Massachusetts
USD 1.65 M – – –
Ascent Group
918
Ascent Group
Virginia
USD 1.65 M +USD 40.1 k +95 +2%
Parsons Capital Management
919
Parsons Capital Management
Rhode Island
USD 1.64 M +USD 43.1 k +102 +3%
F.L. Putnam Investment Management
920
F.L. Putnam Investment Management
Massachusetts
USD 1.63 M +USD 788 k +1,867 +87%
Tower Research Capital (TRC)
921
Tower Research Capital (TRC)
New York
USD 1.62 M -USD 2.3 M -5,456 -58%
R.M. Davis Inc
922
R.M. Davis Inc
Maine
USD 1.62 M -USD 1.27 k -3 -0.1%
Focus Partners Advisor Solutions
923
Focus Partners Advisor Solutions
Missouri
USD 1.62 M -USD 1.52 M -3,610 -48%
Cape Cod Five Cents Savings Bank
924
Cape Cod Five Cents Savings Bank
Massachusetts
USD 1.61 M +USD 1.67 M +3,958 Nuevas
Dorsey & Whitney Trust
925
Dorsey & Whitney Trust
South Dakota
USD 1.61 M +USD 17.3 k +41 +1%
35 36
37
38 39