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icono de SPGI

S&P Global
SPGI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SWA
1951
SOA Wealth Advisors
New York
USD 6.63 k -USD 5.09 M -12,049 -80%
DiNuzzo Private Wealth
1952
DiNuzzo Private Wealth
Pennsylvania
USD 6.52 k – – –
TVWM
1953
Tower View Wealth Management
Wisconsin
USD 6.52 k – – –
J. Safra Asset Management
1954
J. Safra Asset Management
New York
USD 6.52 k -USD 320 k -757 -98%
WA
1955
Whipplewood Advisors
Colorado
USD 6.52 k -USD 51.1 k -121 -88%
TM
1956
Torren Management
California
USD 6.52 k -USD 2.11 k -5 -24%
T
1957
Transce3nd
Texas
USD 6.46 k +USD 845 +2 +15%
CWP
1958
Clark Wealth Partners
Illinois
USD 6.11 k – – –
First PREMIER Bank
1959
First PREMIER Bank
South Dakota
USD 6 k – – –
BH
1960
Burk Holdings
Oklahoma
USD 5.7 k – – –
CC
1961
Corsicana & Co
Texas
USD 5.7 k – – –
SN
1962
Sittner & Nelson
Oregon
USD 5.7 k – – –
Banque Cantonale Vaudoise
1963
Banque Cantonale Vaudoise
Switzerland
USD 5.55 k -USD 955 k -2,262 -14%
CBIZ Investment Advisory Services
1964
CBIZ Investment Advisory Services
Ohio
USD 5.53 k – – –
ACA
1965
American Capital Advisory
Idaho
USD 5.3 k +USD 1.27 k +3 +30%
Plante Moran Financial Advisors
1966
Plante Moran Financial Advisors
Michigan
USD 5.29 k +USD 5.49 k +13 Nuevas
FRA
1967
Front Row Advisors
California
USD 4.9 k – – –
BA
1968
Bard Associates
Illinois
USD 4.89 k +USD 5.07 k +12 Nuevas
Country Trust Bank
1969
Country Trust Bank
Illinois
USD 4.48 k -USD 2.96 k -7 -39%
T
1970
Tidemark
California
USD 4.35 k -USD 3.8 k -9 -45%
CRI
1971
Commonwealth Retirement Investments
Virginia
USD 4.08 k +USD 4.22 k +10 Nuevas
MSG
1972
Main Street Group
Virginia
USD 4.07 k -USD 5.49 k -13 -57%
Quarry LP
1973
Quarry LP
New York
USD 4.07 k +USD 4.22 k +10 Nuevas
Harvest Fund Management
1974
Harvest Fund Management
China
USD 4 k -USD 845 -2 -17%
Roble Belko & Company
1975
Roble Belko & Company
Pennsylvania
USD 4 k – – –
77 78
79
80 81