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ícone de CLM

Cornerstone Strategic Value Fund
CLM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Larson Financial Group
76
Larson Financial Group
Missouri
US$ 152 mil +US$ 6,86 mil +912 +5%
Marshall Financial Group (Maryland)
77
Marshall Financial Group (Maryland)
Maryland
US$ 151 mil +US$ 75,2 mil +10.000 +100%
UBS Group
78
UBS Group
Switzerland
US$ 140 mil +US$ 6,33 mil +842 +5%
NewEdge Advisors
79
NewEdge Advisors
Louisiana
US$ 137 mil +US$ 4,6 mil +611 +3%
Clearstead Advisors
80
Clearstead Advisors
Ohio
US$ 135 mil – – –
Wedbush Securities
81
Wedbush Securities
California
US$ 135 mil – – –
World Investment Advisors
82
World Investment Advisors
California
US$ 134 mil -US$ 20,2 mil -2.684 -13%
Summit Financial
83
Summit Financial
New Jersey
US$ 134 mil -US$ 6,6 mil -877 -5%
CCG
84
Capital CS Group
California
US$ 132 mil +US$ 2,11 mil +281 +2%
Secure Asset Management
85
Secure Asset Management
Michigan
US$ 129 mil +US$ 34,1 mil +4.535 +36%
IA
86
Integrity Alliance
Iowa
US$ 126 mil -US$ 7,06 mil -938 -5%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
US$ 125 mil -US$ 625 mil -83.133 -83%
Ameriprise
88
Ameriprise
Minnesota
US$ 120 mil – – –
SFC
89
Strategic Financial Concepts
Texas
US$ 119 mil +US$ 7,52 mil +1.000 +7%
Chas P. Smith & Associates (CPS)
90
Chas P. Smith & Associates (CPS)
Florida
US$ 118 mil -US$ 37,6 mil -5.000 -24%
EWM
91
Evolution Wealth Management
Florida
US$ 110 mil -US$ 36,5 mil -4.857 -25%
Private Trust Company
92
Private Trust Company
Ohio
US$ 110 mil +US$ 109 mil +14.514 Nova
Accurate Wealth Management
93
Accurate Wealth Management
Florida
US$ 108 mil +US$ 1,2 mil +160 +1%
AWA
94
A4 Wealth Advisors
North Carolina
US$ 106 mil -US$ 14,7 mil -1.950 -12%
Mosaic Family Wealth Partners
95
Mosaic Family Wealth Partners
Missouri
US$ 106 mil +US$ 5,94 mil +789 +6%
BPW
96
BlueDoor Private Wealth
Massachusetts
US$ 105 mil +US$ 105 mil +13.916 Nova
NWF Advisory Services
97
NWF Advisory Services
California
US$ 102 mil – – –
Two Sigma Securities
98
Two Sigma Securities
New York
US$ 100 mil +US$ 99,2 mil +13.184 Nova
Redhawk Wealth Advisors
99
Redhawk Wealth Advisors
Minnesota
US$ 98,8 mil +US$ 4,54 mil +604 +5%
Integrated Wealth Concepts
100
Integrated Wealth Concepts
Massachusetts
US$ 97,6 mil -US$ 53 -7 -0,1%
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