Investitionen in Aktie CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Alle Fondsgesellschaften (13F) und deren Investment in diese Aktie über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q1
Investment ($)QoQ ($)QoQ (%)
74.366.164 $
SECURITY NATIONAL BANK OF SO DAK11.982.446 $
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/11.659.817 $
GOLDMAN SACHS GROUP INC9.938.365 $
JANE STREET GROUP, LLC5.309.843 $
M&T BANK CORP3.583.914 $
FULTON BANK, N.A.3.111.409 $
Trivium Point Advisory, LLC2.655.953 $
PNC FINANCIAL SERVICES GROUP, INC.2.227.006 $
MML INVESTORS SERVICES, LLC2.142.085 $
FIDUCIARY TRUST CO2.045.652 $
KEYBANK NATIONAL ASSOCIATION/OH1.725.411 $
Belpointe Asset Management LLC1.555.029 $
MORGAN STANLEY1.547.799 $
ENVESTNET ASSET MANAGEMENT INC1.512.134 $
Parkside Financial Bank & Trust1.511.412 $
ROYAL BANK OF CANADA1.463.000 $
Clearstead Advisors, LLC1.354.547 $
Plante Moran Financial Advisors, LLC1.312.163 $
TWIN FOCUS CAPITAL PARTNERS, LLC1.292.084 $
UBS Group AG1.179.290 $
FIFTH THIRD BANCORP1.169.202 $
STIFEL FINANCIAL CORP1.089.926 $
OLD MISSION CAPITAL LLC1.014.356 $
NORTHERN TRUST CORP1.008.820 $
INTEGRITY ALLIANCE, LLC.974.501 $
74.366.164 $
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