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ícone de SOVF

Sovereign's Capital Flourish Fund
SOVF

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cornerstone Management
1
Cornerstone Management
Georgia
US$ 18,1 mi +US$ 79,4 mil +2.794 +0,5%
EverSource Wealth Advisors
2
EverSource Wealth Advisors
Alabama
US$ 12,2 mi -US$ 5,45 mi -191.687 -32%
Vident Advisory
3
Vident Advisory
Georgia
US$ 8,97 mi +US$ 28 +1 +0%
Iconiq Capital
4
Iconiq Capital
California
US$ 6,37 mi – – –
OneAscent Financial Services
5
OneAscent Financial Services
Alabama
US$ 4,92 mi +US$ 658 mil +23.155 +16%
BFS
6
Bare Financial Services
Pennsylvania
US$ 4,49 mi +US$ 165 mil +5.804 +4%
Blue Trust Inc
7
Blue Trust Inc
Georgia
US$ 2,7 mi -US$ 93,2 mil -3.279 -3%
OWM
8
OneAscent Wealth Management
Alabama
US$ 2,2 mi +US$ 289 mil +10.164 +16%
BAM
9
BOS Asset Management
Illinois
US$ 1,62 mi +US$ 54,5 mil +1.916 +4%
World Investment Advisors
10
World Investment Advisors
California
US$ 1,62 mi – – –
Keel Point
11
Keel Point
Alabama
US$ 1,15 mi -US$ 710 mil -24.963 -39%
Atria Investments
12
Atria Investments
North Carolina
US$ 790 mil -US$ 321 mil -11.287 -30%
AQR Capital Management
13
AQR Capital Management
Connecticut
US$ 673 mil – – –
Arete Wealth Advisors
14
Arete Wealth Advisors
Illinois
US$ 651 mil +US$ 1,02 mil +36 +0,2%
OpenArc Corporate Advisory
15
OpenArc Corporate Advisory
Georgia
US$ 544 mil – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
US$ 514 mil +US$ 118 mil +4.141 +32%
Brown Advisory
17
Brown Advisory
Maryland
US$ 410 mil -US$ 257 mil -9.053 -40%
Jones Financial Companies
18
Jones Financial Companies
Missouri
US$ 322 mil +US$ 94,9 mil +3.339 +44%
OFO
19
OneAscent Family Office
Alabama
US$ 286 mil +US$ 46 mil +1.618 +20%
Moneta Group Investment Advisors
20
Moneta Group Investment Advisors
Missouri
US$ 209 mil +US$ 200 mil +7.035 Nova
OA
21
Operose Advisors
Wisconsin
US$ 59,9 mil – – –
Aptus Capital Advisors
22
Aptus Capital Advisors
Alabama
US$ 14,6 mil – – –
Steward Partners Investment Advisory
23
Steward Partners Investment Advisory
New York
US$ 2,97 mil – – –
Vanguard Advisers Inc
24
Vanguard Advisers Inc
Pennsylvania
US$ 654 +US$ 625 +22 Nova
CreativeOne Wealth
25
CreativeOne Wealth
Kansas
– -US$ 4,63 mi -172.561 Encerrada
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