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ícone de CLM

Cornerstone Strategic Value Fund
CLM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Davenport & Co
101
Davenport & Co
Virginia
US$ 96,6 mil – – –
RMR Wealth Builders
102
RMR Wealth Builders
New Jersey
US$ 95 mil +US$ 94,5 mil +12.560 Nova
Allworth Financial
103
Allworth Financial
California
US$ 90 mil – – –
EWP
104
Evergreen Wealth Partners
Montana
US$ 87,2 mil – – –
Corient Private Wealth
105
Corient Private Wealth
Florida
US$ 86,4 mil -US$ 25 mil -3.324 -23%
Harbor Investment Advisory
106
Harbor Investment Advisory
Maryland
US$ 84,7 mil – – –
Kingsview Wealth Management
107
Kingsview Wealth Management
Oregon
US$ 84,1 mil -US$ 91,8 mil -12.205 -52%
OneDigital Investment Advisors
108
OneDigital Investment Advisors
Kansas
US$ 81,3 mil – – –
TSS
109
Taylor Securities Services
Pennsylvania
US$ 79,3 mil +US$ 78,9 mil +10.487 Nova
Lido Advisors
110
Lido Advisors
California
US$ 79,2 mil +US$ 78,9 mil +10.482 Nova
Everett Harris & Co
111
Everett Harris & Co
California
US$ 77,1 mil – – –
Valmark Advisers
112
Valmark Advisers
Ohio
US$ 75,7 mil – – –
HIA
113
Highland Investment Advisors
Florida
US$ 61,7 mil +US$ 61,4 mil +8.161 Nova
Compass Financial Management
114
Compass Financial Management
Florida
US$ 52 mil +US$ 52,4 mil +6.960 Nova
US Bancorp
115
US Bancorp
Minnesota
US$ 49,1 mil -US$ 38 -5 -0,1%
Atlantic Union Bankshares
116
Atlantic Union Bankshares
Virginia
US$ 41,6 mil – – –
CC
117
Corsicana & Co
Texas
US$ 28 mil +US$ 27,8 mil +3.700 Nova
Fortis Group Advisors
118
Fortis Group Advisors
New Jersey
US$ 27,4 mil +US$ 1,54 mil +204 +6%
JP Morgan Chase
119
JP Morgan Chase
New York
US$ 25,2 mil -US$ 135 mil -17.898 -84%
LF
120
LifeSteps Financial
California
US$ 22,7 mil +US$ 22,6 mil +3.000 Nova
TS Financial Group (TSFG)
121
TS Financial Group (TSFG)
Illinois
US$ 22 mil +US$ 1,21 mil +161 +6%
Farther Finance Advisors
122
Farther Finance Advisors
California
US$ 20,3 mil -US$ 23,5 mil -3.118 -54%
APW
123
Aventura Private Wealth
Florida
US$ 18,9 mil – – –
SHP Wealth Management
124
SHP Wealth Management
Massachusetts
US$ 18,9 mil +US$ 18,8 mil +2.500 Nova
Arax Advisory Partners
125
Arax Advisory Partners
Colorado
US$ 14,5 mil +US$ 14,5 mil +1.923 Nova
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