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ícone de APO

Apollo Global Management
APO

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Bartlett & Co Wealth Management
1026
Bartlett & Co Wealth Management
Ohio
US$ 28,6 mil +US$ 6,04 mil +48 +25%
Downshift Financial
1027
Downshift Financial
Colorado
US$ 28,1 mil +US$ 29,8 mil +237 Nova
Wilkerson Advisory Group
1028
Wilkerson Advisory Group
Missouri
US$ 26,4 mil +US$ 4,53 mil +36 +19%
JFS Wealth Advisors
1029
JFS Wealth Advisors
Pennsylvania
US$ 26,3 mil +US$ 629 +5 +2%
GW&K Investment Management
1030
GW&K Investment Management
Massachusetts
US$ 26 mil +US$ 3,9 mil +31 +16%
Nemes Rush Group
1031
Nemes Rush Group
Michigan
US$ 26 mil +US$ 126 +1 +0,5%
MHR
1032
Matthew Hamilton Rosenberg
US$ 24,8 mil – – –
BFSG LLC
1033
BFSG LLC
California
US$ 24,7 mil – – –
Roxbury Financial
1034
Roxbury Financial
New Jersey
US$ 23,8 mil -US$ 84 mil -668 -77%
James T. Borello RIA
1035
James T. Borello RIA
Illinois
US$ 22,5 mil +US$ 8,42 mil +67 +54%
Fortitude Family Office
1036
Fortitude Family Office
Arizona
US$ 22,4 mil +US$ 6,66 mil +53 +39%
Highland Investment Advisors
1037
Highland Investment Advisors
Florida
US$ 22,1 mil +US$ 23,5 mil +187 Nova
JPL Wealth Management
1038
JPL Wealth Management
Colorado
US$ 21,4 mil +US$ 1,89 mil +15 +9%
E Fund Management (HK)
1039
E Fund Management (HK)
Hong Kong
US$ 21,4 mil +US$ 10,8 mil +86 +91%
Roble Belko & Company
1040
Roble Belko & Company
Pennsylvania
US$ 21 mil – – –
Financial Gravity Companies
1041
Financial Gravity Companies
Texas
US$ 20,8 mil +US$ 22,1 mil +176 Nova
Private Wealth Asset Management
1042
Private Wealth Asset Management
Iowa
US$ 20,7 mil – – –
SJS Investment Consulting
1043
SJS Investment Consulting
Ohio
US$ 20,4 mil +US$ 15,7 mil +125 +266%
Evolution Wealth Management
1044
Evolution Wealth Management
Florida
US$ 19,7 mil – – –
Physician Wealth Advisors
1045
Physician Wealth Advisors
Utah
US$ 19,5 mil +US$ 5,16 mil +41 +33%
Ameliora Wealth Management
1046
Ameliora Wealth Management
Switzerland
US$ 17,7 mil – – –
Old Point Trust & Financial Services N A
1047
Old Point Trust & Financial Services N A
Virginia
US$ 17,2 mil – – –
Hazlett, Burt & Watson
1048
Hazlett, Burt & Watson
West Virginia
US$ 17 mil -US$ 13 mil -103 -41%
Nova Wealth Management
1049
Nova Wealth Management
Florida
US$ 16,8 mil – – –
Dogwood Wealth Management
1050
Dogwood Wealth Management
Kansas
US$ 16,8 mil +US$ 5,53 mil +44 +45%
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