Estamos no ar no ! Saiba mais
ícone de CLM

Cornerstone Strategic Value Fund
CLM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Gladstone Institutional Advisory
51
Gladstone Institutional Advisory
Florida
US$ 371 mil -US$ 63,3 mil -8.415 -15%
OFO
52
OneAscent Family Office
Alabama
US$ 335 mil +US$ 333 mil +44.268 Nova
FWP
53
Firethorn Wealth Partners
Georgia
US$ 319 mil +US$ 14,3 mil +1.902 +5%
BlackRock
54
BlackRock
New York
US$ 312 mil – – –
SeaCrest Wealth Management
55
SeaCrest Wealth Management
New York
US$ 296 mil +US$ 79,8 mil +10.614 +37%
MGO One Seven
56
MGO One Seven
Ohio
US$ 267 mil +US$ 11,2 mil +1.486 +4%
Meridian Wealth Management
57
Meridian Wealth Management
Kentucky
US$ 265 mil -US$ 13,1 mil -1.743 -5%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
US$ 250 mil – – –
Mariner
59
Mariner
Kansas
US$ 245 mil +US$ 145 mil +19.324 +147%
BWM
60
Buska Wealth Management
Wisconsin
US$ 231 mil +US$ 8,73 mil +1.161 +4%
Foundations Investment Advisors
61
Foundations Investment Advisors
Arizona
US$ 230 mil +US$ 229 mil +30.479 Nova
EP Wealth Advisors
62
EP Wealth Advisors
California
US$ 217 mil +US$ 8 +1 +0%
AG
63
AmeriFlex Group
Nevada
US$ 208 mil -US$ 3,76 mil -500 -2%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
US$ 201 mil – – –
Kestra Private Wealth Services
65
Kestra Private Wealth Services
Texas
US$ 199 mil +US$ 3,93 mil +523 +2%
HAG
66
HF Advisory Group
Maryland
US$ 193 mil +US$ 7,41 mil +985 +4%
NBC Securities
67
NBC Securities
Alabama
US$ 191 mil – – –
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
US$ 180 mil -US$ 3,69 mil -490 -2%
Chicago Partners Investment Group
69
Chicago Partners Investment Group
Illinois
US$ 179 mil +US$ 624 +83 +0,3%
Virtu Financial
70
Virtu Financial
New York
US$ 176 mil +US$ 58,2 mil +7.735 +50%
Becker Capital Management
71
Becker Capital Management
Oregon
US$ 173 mil +US$ 6,09 mil +810 +4%
Sequoia Financial Advisors
72
Sequoia Financial Advisors
Ohio
US$ 162 mil – – –
BIP Wealth
73
BIP Wealth
Georgia
US$ 158 mil +US$ 157 mil +20.898 Nova
Clear Street
74
Clear Street
New York
US$ 155 mil +US$ 154 mil +20.493 Nova
Sanctuary Advisors
75
Sanctuary Advisors
Indiana
US$ 152 mil +US$ 925 +123 +0,6%
1 2
3
4 5