Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
MassMutual Private Wealth & Trust
1001
MassMutual Private Wealth & Trust
Connecticut
US$ 216 mil +US$ 10,6 mil +33 +5%
Matrix Asset Advisors
1002
Matrix Asset Advisors
New York
US$ 215 mil – – –
Fermata Advisors
1003
Fermata Advisors
California
US$ 214 mil +US$ 208 mil +646 Nova
Appleton Partners
1004
Appleton Partners
Massachusetts
US$ 214 mil – – –
Cornerstone Advisory
1005
Cornerstone Advisory
Maryland
US$ 213 mil +US$ 3,55 mil +11 +2%
Clifford Group
1006
Clifford Group
Massachusetts
US$ 213 mil -US$ 22,3 mil -69 -10%
Mosaic Family Wealth Partners
1007
Mosaic Family Wealth Partners
Missouri
US$ 213 mil +US$ 207 mil +641 Nova
Curated Wealth Partners
1008
Curated Wealth Partners
California
US$ 213 mil -US$ 1,01 mi -3.120 -83%
Pacific Excel Wealth Advisors
1009
Pacific Excel Wealth Advisors
California
US$ 212 mil +US$ 206 mil +640 Nova
Heritage Family Offices
1010
Heritage Family Offices
Arizona
US$ 212 mil -US$ 169 mil -525 -45%
Waterloo Capital
1011
Waterloo Capital
Texas
US$ 212 mil +US$ 206 mil +639 Nova
Keel Point
1012
Keel Point
Alabama
US$ 211 mil -US$ 32,6 mil -101 -14%
CrossGen Wealth
1013
CrossGen Wealth
North Carolina
US$ 211 mil – – –
Main Street Research
1014
Main Street Research
Connecticut
US$ 208 mil +US$ 1,94 mil +6 +1%
Gateway Wealth Partners
1015
Gateway Wealth Partners
Wisconsin
US$ 208 mil -US$ 88,4 mil -274 -30%
HUB Investment Partners
1016
HUB Investment Partners
Texas
US$ 208 mil +US$ 202 mil +626 Nova
TritonPoint Partners
1017
TritonPoint Partners
Maryland
US$ 208 mil +US$ 202 mil +626 Nova
Ehrenkranz Partners
1018
Ehrenkranz Partners
New York
US$ 208 mil -US$ 62,9 mil -195 -24%
Family Management
1019
Family Management
New York
US$ 207 mil +US$ 202 mil +625 Nova
Trust Point Inc
1020
Trust Point Inc
Wisconsin
US$ 205 mil -US$ 968 -3 -0,5%
Nations Financial Group
1021
Nations Financial Group
Iowa
US$ 205 mil -US$ 4,19 mil -13 -2%
Trust Company of Oklahoma
1022
Trust Company of Oklahoma
Oklahoma
US$ 205 mil -US$ 23,9 mil -74 -11%
KCM Investment Advisors
1023
KCM Investment Advisors
California
US$ 205 mil -US$ 10,6 mil -33 -5%
Leelyn Smith
1024
Leelyn Smith
Illinois
US$ 204 mil +US$ 198 mil +614 Nova
Flower City Capital
1025
Flower City Capital
New York
US$ 203 mil +US$ 198 mil +613 Nova