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ícone de RFI

Cohen & Steers Total Return Realty Fund
RFI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Modern Wealth Management
51
Modern Wealth Management
Kansas
US$ 131 mil – – –
SA
52
Strategic Advisors
New York
US$ 126 mil – – –
Fiduciary Trust
53
Fiduciary Trust
Massachusetts
US$ 121 mil – – –
Sage Investment Counsel
54
Sage Investment Counsel
Tennessee
US$ 113 mil – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
US$ 101 mil +US$ 114 +10 +0,1%
Clearstead Advisors
56
Clearstead Advisors
Ohio
US$ 97,4 mil +US$ 2,04 mil +179 +2%
Institute for Wealth Management
57
Institute for Wealth Management
Colorado
US$ 84,7 mil +US$ 85,1 mil +7.485 Nova
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
US$ 75,8 mil – – –
Colonial Trust
59
Colonial Trust
South Carolina
US$ 51,5 mil – – –
MWM
60
Mascoma Wealth Management
New Hampshire
US$ 49,7 mil – – –
CIA
61
Cape Investment Advisory
Georgia
US$ 39,3 mil +US$ 39,5 mil +3.473 Nova
Central Trust Company
62
Central Trust Company
Missouri
US$ 34,4 mil -US$ 9,6 mil -847 -22%
Albion Financial Group
63
Albion Financial Group
Utah
US$ 34,2 mil +US$ 705 +62 +2%
Advisornet Financial
64
Advisornet Financial
Minnesota
US$ 29,5 mil – – –
Heritage Wealth Advisors
65
Heritage Wealth Advisors
Virginia
US$ 29,2 mil – – –
Farther Finance Advisors
66
Farther Finance Advisors
California
US$ 22,3 mil – – –
Harbour Investments
67
Harbour Investments
Wisconsin
US$ 13,5 mil – – –
Steward Partners Investment Advisory
68
Steward Partners Investment Advisory
New York
US$ 13,1 mil +US$ 273 +24 +2%
Richardson Financial Services
69
Richardson Financial Services
Massachusetts
US$ 11,3 mil – – –
Atlantic Union Bankshares
70
Atlantic Union Bankshares
Virginia
US$ 7,81 mil – – –
Mark Sheptoff Financial Planning
71
Mark Sheptoff Financial Planning
Connecticut
US$ 7,01 mil – – –
Westfuller Advisors
72
Westfuller Advisors
New York
US$ 6,97 mil +US$ 136 +12 +2%
Premier Financial Group
73
Premier Financial Group
California
US$ 5,6 mil +US$ 5,63 mil +495 Nova
Hollencrest Capital Management
74
Hollencrest Capital Management
California
US$ 5,09 mil – – –
Highline Wealth Partners
75
Highline Wealth Partners
California
US$ 3,96 mil – – –
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