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ícone de AEIS

Advanced Energy
AEIS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Westside Investment Management
601
Westside Investment Management
California
US$ 26,1 mil +US$ 3,5 mil +10 +17%
Eurizon Capital SGR SpA
602
Eurizon Capital SGR SpA
US$ 25,8 mil +US$ 11,2 mil +32 +76%
Mather Group
603
Mather Group
Illinois
US$ 25 mil – – –
Bogart Wealth LLC
604
Bogart Wealth LLC
Virginia
US$ 25 mil +US$ 21,3 mil +61 +1.017%
WhitTier Trust Company
605
WhitTier Trust Company
Nevada
US$ 24,7 mil – – –
Thurston Springer Miller Herd & Titak
606
Thurston Springer Miller Herd & Titak
Indiana
US$ 24,2 mil – – –
Acumen Wealth Advisors
607
Acumen Wealth Advisors
Tennessee
US$ 23,9 mil +US$ 4,2 mil +12 +23%
APFP
608
Action Point Financial Planning
Michigan
US$ 23,5 mil +US$ 23,1 mil +66 Nova
Bell Investment Advisors
609
Bell Investment Advisors
California
US$ 21,3 mil – – –
Carolina Wealth Advisors
610
Carolina Wealth Advisors
South Carolina
US$ 21,3 mil +US$ 7,34 mil +21 +58%
Contravisory Investment Management
611
Contravisory Investment Management
Massachusetts
US$ 20,9 mil – – –
Truvestments Capital
612
Truvestments Capital
Florida
US$ 20,5 mil +US$ 8,74 mil +25 +83%
Cedar Mountain Advisors
613
Cedar Mountain Advisors
Oregon
US$ 19,8 mil – – –
CVA Family Office
614
CVA Family Office
Colorado
US$ 19,8 mil +US$ 350 +1 +2%
WealthCollab
615
WealthCollab
Washington
US$ 19,4 mil – – –
Markowski Investments
616
Markowski Investments
Florida
US$ 19 mil +US$ 17,8 mil +51 Nova
Keating Financial Advisory Services
617
Keating Financial Advisory Services
Kansas
US$ 18,6 mil +US$ 1,4 mil +4 +9%
Silver Grove Financial Group
618
Silver Grove Financial Group
New York
US$ 17,5 mil +US$ 16,4 mil +47 Nova
Harbor Capital Advisors
619
Harbor Capital Advisors
Illinois
US$ 17 mil -US$ 7,69 mil -22 -33%
Blue Bell Private Wealth Management
620
Blue Bell Private Wealth Management
Pennsylvania
US$ 15,7 mil – – –
WPG Advisers
621
WPG Advisers
Maryland
US$ 14,5 mil -US$ 2,8 mil -8 -17%
WestEnd Advisors
622
WestEnd Advisors
North Carolina
US$ 13,6 mil +US$ 12,6 mil +36 Nova
Farmers & Merchants Investments Inc
623
Farmers & Merchants Investments Inc
Nebraska
US$ 12,3 mil -US$ 2,45 mil -7 -18%
High Note Wealth
624
High Note Wealth
Minnesota
US$ 12,3 mil – – –
SJS Investment Consulting
625
SJS Investment Consulting
Ohio
US$ 11,6 mil +US$ 9,09 mil +26 +520%
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