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ícone de CLM

Cornerstone Strategic Value Fund
CLM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
StoneX Group
26
StoneX Group
New York
US$ 1,15 mi -US$ 24,1 mil -3.204 -2%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
US$ 1,1 mi – – –
Creative Financial Designs
28
Creative Financial Designs
Indiana
US$ 1,01 mi +US$ 293 mil +39.011 +42%
Independent Financial Group
29
Independent Financial Group
California
US$ 846 mil +US$ 842 mil +111.901 Nova
Aptus Capital Advisors
30
Aptus Capital Advisors
Alabama
US$ 837 mil +US$ 15,3 mil +2.032 +2%
Marex Group
31
Marex Group
US$ 831 mil +US$ 827 mil +109.968 Nova
Savvy Advisors Inc
32
Savvy Advisors Inc
New York
US$ 813 mil +US$ 752 +100 +0,1%
ASG
33
Advisory Solutions Group
Minnesota
US$ 740 mil +US$ 736 mil +97.879 Nova
AE Wealth Management
34
AE Wealth Management
Kansas
US$ 701 mil +US$ 297 mil +39.541 +74%
Encompass More Asset Management
35
Encompass More Asset Management
California
US$ 677 mil +US$ 64,4 mil +8.560 +11%
XTX Topco
36
XTX Topco
Cayman Islands
US$ 670 mil +US$ 451 mil +59.935 +209%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
US$ 631 mil -US$ 55,3 mil -7.351 -8%
CreativeOne Wealth
38
CreativeOne Wealth
Kansas
US$ 597 mil +US$ 16,6 mil +2.212 +3%
Mirador Capital Partners
39
Mirador Capital Partners
California
US$ 595 mil +US$ 592 mil +78.738 Nova
Benjamin Edwards Inc
40
Benjamin Edwards Inc
Missouri
US$ 562 mil +US$ 13,7 mil +1.819 +3%
GSIAS
41
Garden State Investment Advisory Services
New Jersey
US$ 493 mil +US$ 60,2 mil +8.000 +14%
Private Advisor Group
42
Private Advisor Group
New Jersey
US$ 470 mil +US$ 56,5 mil +7.508 +14%
CoreCap Advisors
43
CoreCap Advisors
Michigan
US$ 452 mil +US$ 306 mil +40.674 +212%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
US$ 450 mil +US$ 65,3 mil +8.684 +17%
HighTower Advisors
45
HighTower Advisors
Illinois
US$ 446 mil -US$ 51,7 mil -6.868 -10%
Stifel Financial
46
Stifel Financial
Missouri
US$ 441 mil +US$ 57,3 mil +7.616 +15%
Prospera Financial Services
47
Prospera Financial Services
Texas
US$ 415 mil -US$ 239 mil -31.756 -37%
Dynamic Advisor Solutions
48
Dynamic Advisor Solutions
Arizona
US$ 409 mil +US$ 40,1 mil +5.327 +11%
Kestra Advisory Services
49
Kestra Advisory Services
Texas
US$ 392 mil -US$ 2,47 mil -328 -0,6%
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
US$ 378 mil -US$ 1,5 mil -200 -0,4%
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