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Empire State Realty Series ES
ESBA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
North Star Investment Management
1
North Star Investment Management
Illinois
US$ 1,58 mi – – –
MJP
2
Michael J. Puzo
US$ 1,31 mi -US$ 4,26 mil -250 -0,3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
US$ 1,07 mi -US$ 65,8 mil -3.865 -6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
US$ 975 mil +US$ 2,47 mil +145 +0,2%
JP Morgan Private Wealth Advisors
5
JP Morgan Private Wealth Advisors
California
US$ 849 mil +US$ 867 mil +50.898 Nova
MRCM
6
M&R Capital Management
New Jersey
US$ 800 mil – – –
Woodmont Investment Counsel
7
Woodmont Investment Counsel
Tennessee
US$ 603 mil – – –
Advisor Group
8
Advisor Group
Arizona
US$ 537 mil – – –
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
US$ 473 mil +US$ 31 mil +1.819 +7%
Tortoise Investment Management
10
Tortoise Investment Management
New York
US$ 467 mil – – –
TIAA FSB
11
TIAA FSB
Florida
US$ 433 mil – – –
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
US$ 389 mil – – –
CT
13
Chicago Trust
Illinois
US$ 382 mil – – –
Wells Fargo
14
Wells Fargo
California
US$ 345 mil – – –
LPL Financial
15
LPL Financial
California
US$ 343 mil – – –
J.L. Bainbridge & Co
16
J.L. Bainbridge & Co
Florida
US$ 287 mil – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
US$ 269 mil +US$ 275 mil +16.153 Nova
APA
18
American Portfolios Advisors
New York
US$ 230 mil – – –
IFG Advisory
19
IFG Advisory
Georgia
US$ 216 mil +US$ 221 mil +13.000 Nova
Cowen Prime Advisors
20
Cowen Prime Advisors
New York
US$ 215 mil – – –
Creative Planning
21
Creative Planning
Kansas
US$ 206 mil -US$ 57 mil -3.350 -21%
Morgan Stanley
22
Morgan Stanley
New York
US$ 192 mil -US$ 266 mil -15.644 -58%
UBS Group
23
UBS Group
Switzerland
US$ 169 mil +US$ 83,7 mil +4.917 +94%
Fusion Family Wealth
24
Fusion Family Wealth
New York
US$ 146 mil – – –
Stratos Wealth Partners
25
Stratos Wealth Partners
Ohio
US$ 143 mil +US$ 146 mil +8.603 Nova
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