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icono de UL

Unilever
UL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SHP Wealth Management
1001
SHP Wealth Management
Massachusetts
USD 47.6 k +USD 4.16 k +72 +10%
JFS Wealth Advisors
1002
JFS Wealth Advisors
Pennsylvania
USD 45.2 k +USD 925 +16 +2%
First Command Advisory Services
1003
First Command Advisory Services
Texas
USD 44.4 k +USD 32.8 k +568 +332%
LifeSteps Financial
1004
LifeSteps Financial
California
USD 44.4 k +USD 42.7 k +739 Nuevas
Boyd Watterson Asset Management
1005
Boyd Watterson Asset Management
Ohio
USD 43.6 k – – –
MB, Levis & Associates
1006
MB, Levis & Associates
Pennsylvania
USD 43.4 k – – –
LGT Financial Advisors
1007
LGT Financial Advisors
Texas
USD 43.2 k +USD 752 +13 +2%
Oakworth Capital
1008
Oakworth Capital
Alabama
USD 41.3 k – – –
MCF Advisors
1009
MCF Advisors
Kentucky
USD 40.4 k +USD 347 +6 +0.9%
Financial Management Professionals
1010
Financial Management Professionals
Texas
USD 40.2 k -USD 289 -5 -0.7%
Heritage Wealth Advisors
1011
Heritage Wealth Advisors
Virginia
USD 40 k – – –
BC
1012
Bayforest Capital
United Kingdom
USD 39.6 k -USD 6.59 k -114 -15%
Addison Advisors
1013
Addison Advisors
Vermont
USD 37.9 k -USD 235 k -4,062 -87%
Palladiem
1014
Palladiem
Pennsylvania
USD 37.7 k -USD 214 k -3,703 -86%
Evolution Advisers
1015
Evolution Advisers
Virginia
USD 37 k +USD 36 k +622 Nuevas
Aventura Private Wealth
1016
Aventura Private Wealth
Florida
USD 36.8 k – – –
Murphy & Mullick Capital Management
1017
Murphy & Mullick Capital Management
New York
USD 36.7 k -USD 520 -9 -1%
TD Capital Management
1018
TD Capital Management
Tennessee
USD 36.2 k +USD 462 +8 +1%
Bogart Wealth LLC
1019
Bogart Wealth LLC
Virginia
USD 35.9 k – – –
FP
1020
Financial Perspectives
Minnesota
USD 33.9 k +USD 58 +1 +0.2%
CoreCap Advisors
1021
CoreCap Advisors
Michigan
USD 33.7 k -USD 25.3 k -437 -44%
Hilton Head Capital Partners
1022
Hilton Head Capital Partners
South Carolina
USD 33.6 k -USD 2.26 k -39 -7%
Contravisory Investment Management
1023
Contravisory Investment Management
Massachusetts
USD 33.3 k -USD 61.6 k -1,065 -66%
Truvestments Capital
1024
Truvestments Capital
Florida
USD 33 k -USD 8.21 k -142 -21%
Financial Avengers
1025
Financial Avengers
California
USD 32.7 k +USD 405 +7 +1%
39 40
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