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ícone de BEAT

Heartbeam
BEAT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Vanguard Capital Management
1
Vanguard Capital Management
Pennsylvania
US$ 1,6 mi +US$ 840 mil +939.719 +78%
BlackRock
2
BlackRock
New York
US$ 741 mil +US$ 80 mil +89.516 +10%
Corsair Capital Management
3
Corsair Capital Management
New York
US$ 684 mil +US$ 816 mil +912.500 Nova
BL
4
Bleichroeder LP
New York
US$ 469 mil +US$ 559 mil +625.000 Nova
Geode Capital Management
5
Geode Capital Management
Massachusetts
US$ 360 mil +US$ 91,3 mil +102.174 +27%
Smith Salley Wealth Management
6
Smith Salley Wealth Management
North Carolina
US$ 276 mil – – –
UBS Group
7
UBS Group
Switzerland
US$ 224 mil -US$ 32,4 mil -36.272 -11%
Vanguard Fiduciary Trust
8
Vanguard Fiduciary Trust
Pennsylvania
US$ 206 mil +US$ 112 mil +124.756 +83%
Sigma Planning Corp
9
Sigma Planning Corp
Michigan
US$ 186 mil +US$ 103 mil +115.150 +87%
Beacon Pointe Advisors
10
Beacon Pointe Advisors
California
US$ 185 mil -US$ 358 -400 -0,2%
O'Shaughnessy Asset Management
11
O'Shaughnessy Asset Management
Connecticut
US$ 156 mil – – –
Ritholtz Wealth Management
12
Ritholtz Wealth Management
New York
US$ 156 mil – – –
Kestra Private Wealth Services
13
Kestra Private Wealth Services
Texas
US$ 130 mil -US$ 447 -500 -0,3%
Raymond James Financial
14
Raymond James Financial
Florida
US$ 101 mil +US$ 25,5 mil +28.484 +27%
State Street
15
State Street
Massachusetts
US$ 94,1 mil – – –
Northern Trust
16
Northern Trust
Illinois
US$ 75,8 mil +US$ 38,4 mil +42.965 +74%
SAMC
17
Spectrum Asset Management (California)
California
US$ 75,3 mil +US$ 5,36 mil +6.000 +6%
Cannon Financial Strategists
18
Cannon Financial Strategists
Georgia
US$ 54,6 mil – – –
Morgan Stanley
19
Morgan Stanley
New York
US$ 42,8 mil -US$ 1,39 mil -1.554 -3%
XTX Topco
20
XTX Topco
Cayman Islands
US$ 40,7 mil +US$ 37,9 mil +42.358 +355%
Stifel Financial
21
Stifel Financial
Missouri
US$ 38,2 mil – – –
Advisory Research
22
Advisory Research
Illinois
US$ 37,5 mil – – –
D'Orazio & Associates
23
D'Orazio & Associates
Virginia
US$ 36,7 mil – – –
CIBC Bancorp USA
24
CIBC Bancorp USA
Illinois
US$ 15,5 mil +US$ 8,94 mil +10.000 +94%
DKCM
25
Davidson Kahn Capital Management
California
US$ 13 mil +US$ 15,5 mil +17.333 Nova
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