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ícone de SPE

Special Opportunities Fund
SPE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
PP
26
Patron Partners
Texas
US$ 192 mil – – –
NWF Advisory Services
27
NWF Advisory Services
California
US$ 183 mil -US$ 8,78 mil -628 -4%
Harbour Investments
28
Harbour Investments
Wisconsin
US$ 175 mil -US$ 53,3 mil -3.813 -23%
XTX Topco
29
XTX Topco
Cayman Islands
US$ 148 mil +US$ 154 mil +10.990 Nova
DA
30
Detalus Advisors
Missouri
US$ 146 mil +US$ 5,32 mil +380 +4%
PFO
31
PMG Family Office
Texas
US$ 137 mil +US$ 142 mil +10.137 Nova
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
US$ 71 mil +US$ 42 mil +3.000 +133%
UBS Group
33
UBS Group
Switzerland
US$ 69,5 mil – – –
Global Retirement Partners
34
Global Retirement Partners
California
US$ 49,9 mil +US$ 51,8 mil +3.705 Nova
SIA
35
SkyView Investment Advisors
New Jersey
US$ 44 mil +US$ 45,3 mil +3.241 Nova
NewEdge Advisors
36
NewEdge Advisors
Louisiana
US$ 30,5 mil – – –
WC
37
Winmill & Co
New Hampshire
US$ 28,2 mil – – –
Keating Financial Advisory Services
38
Keating Financial Advisory Services
Kansas
US$ 23,3 mil -US$ 54,3 mil -3.885 -69%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
US$ 12,4 mil – – –
Wells Fargo
40
Wells Fargo
California
US$ 11,9 mil -US$ 144 mil -10.282 -92%
Eastern Bank
41
Eastern Bank
Massachusetts
US$ 10,1 mil – – –
HWP
42
Highline Wealth Partners
California
US$ 2,78 mil – – –
First Horizon Corporation
43
First Horizon Corporation
Tennessee
US$ 1,39 mil +US$ 1,44 mil +103 Nova
CVA Family Office
44
CVA Family Office
Colorado
US$ 525 – – –
ITIM
45
Indiana Trust & Investment Management
Indiana
US$ 350 – – –
AP
46
Aspect Partners
Virginia
US$ 135 +US$ 140 +10 Nova
Independent Advisor Alliance
47
Independent Advisor Alliance
North Carolina
– -US$ 292 mil -21.188 Encerrada
MAI Capital Management
48
MAI Capital Management
Ohio
– -US$ 73,9 mil -5.372 Encerrada
Advisory Services Network
49
Advisory Services Network
Georgia
– -US$ 12,5 mil -910 Encerrada
Sound Income Strategies
50
Sound Income Strategies
Florida
– -US$ 10,2 mil -740 Encerrada
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