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ícone de AXP

American Express
AXP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SA
3001
Seneschal Advisors
Washington
US$ 2,37 mil – – –
BDPWM
3002
Barnes Dennig Private Wealth Management
Ohio
US$ 2,37 mil +US$ 2,24 mil +7 Nova
NWM
3003
Navigoe Wealth Management
California
US$ 2 mil +US$ 2,24 mil +7 Nova
CWM
3004
Copia Wealth Management
Oregon
US$ 1,69 mil – – –
HC
3005
Hara Capital
Washington
US$ 1,69 mil – – –
MBFW
3006
Morton Brown Family Wealth
Pennsylvania
US$ 1,69 mil +US$ 1,6 mil +5 Nova
MWM
3007
Mosley Wealth Management
California
US$ 1,35 mil -US$ 21,1 mil -66 -94%
P
3008
Palladiem
Pennsylvania
US$ 1,35 mil – – –
CKW Financial Group
3009
CKW Financial Group
Hawaii
US$ 1 mil +US$ 640 +2 Nova
POIA
3010
Pin Oak Investment Advisors
Texas
US$ 1 mil +US$ 961 +3 Nova
3FI
3011
3 Factor Indexing
California
US$ 677 – – –
BWM
3012
Benson Wealth Management
Tennessee
US$ 677 – – –
NL
3013
NorthAvenue LLC
Ohio
US$ 677 – – –
NWS
3014
Nvest Wealth Strategies
Ohio
US$ 677 – – –
MCA
3015
Maryland Capital Advisors
Maryland
US$ 677 +US$ 640 +2 Nova
DRP
3016
Decker Retirement Planning
Utah
US$ 572 +US$ 640 +2 Nova
CFP
3017
Comprehensive Financial Planning
Pennsylvania
US$ 343 – – –
HIA
3018
Highland Investment Advisors
Florida
US$ 338 +US$ 320 +1 Nova
CI
3019
Cordant Inc
Oregon
US$ 129 – – –
DWM
3020
Darwin Wealth Management
Florida
US$ 104 – – –
Susquehanna Portfolio Strategies
3021
Susquehanna Portfolio Strategies
Pennsylvania
– -US$ 46,3 mi -152.949 Encerrada
Quadrature Capital
3022
Quadrature Capital
United Kingdom
– -US$ 34,5 mi -114.040 Encerrada
Skye Global Management
3023
Skye Global Management
Florida
– -US$ 19,8 mi -65.500 Encerrada
North Reef Capital Management
3024
North Reef Capital Management
California
– -US$ 15,1 mi -50.000 Encerrada
Polar Capital Holdings
3025
Polar Capital Holdings
United Kingdom
– -US$ 13,7 mi -45.415 Encerrada
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