Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
PP
1926
Pingora Partners
Wyoming
US$ 76,5 mil – – –
Center for Financial Planning
1927
Center for Financial Planning
Michigan
US$ 75,3 mil – – –
Bank of New Hampshire
1928
Bank of New Hampshire
New Hampshire
US$ 74,7 mil – – –
Steigerwald Gordon & Koch
1929
Steigerwald Gordon & Koch
Virginia
US$ 74,5 mil – – –
Harbor Asset Planning
1930
Harbor Asset Planning
Massachusetts
US$ 73,9 mil – – –
First Command Advisory Services
1931
First Command Advisory Services
Texas
US$ 73,7 mil -US$ 20,7 mil -172 -22%
Front Row Advisors
1932
Front Row Advisors
California
US$ 73,6 mil – – –
Evolution Wealth Management
1933
Evolution Wealth Management
Florida
US$ 72,7 mil +US$ 36 mil +300 +94%
Proathlete Wealth Management
1934
Proathlete Wealth Management
Florida
US$ 72,5 mil +US$ 721 +6 +1%
Clearstead Trust
1935
Clearstead Trust
Maine
US$ 72,2 mil – – –
Silicon Valley Capital Partners
1936
Silicon Valley Capital Partners
California
US$ 71,7 mil +US$ 841 +7 +1%
Cedar Mountain Advisors
1937
Cedar Mountain Advisors
Oregon
US$ 71,4 mil +US$ 72,9 mil +607 Nova
Centerpoint Advisors
1938
Centerpoint Advisors
Massachusetts
US$ 71 mil – – –
Osbon Capital Management
1939
Osbon Capital Management
Massachusetts
US$ 70,7 mil – – –
LifeSteps Financial
1940
LifeSteps Financial
California
US$ 70,1 mil +US$ 71,6 mil +596 Nova
West Paces Advisors
1941
West Paces Advisors
Georgia
US$ 70 mil +US$ 71,5 mil +595 Nova
Oakworth Capital
1942
Oakworth Capital
Alabama
US$ 69,9 mil – – –
Bard Associates
1943
Bard Associates
Illinois
US$ 69,7 mil +US$ 8,65 mil +72 +14%
Loomis, Sayles & Company
1944
Loomis, Sayles & Company
Massachusetts
US$ 68,7 mil +US$ 70,2 mil +584 Nova
Crews Bank & Trust
1945
Crews Bank & Trust
Florida
US$ 67,5 mil – – –
Asset Dedication LLC
1946
Asset Dedication LLC
California
US$ 66,9 mil -US$ 20,1 mil -167 -23%
Salomon & Ludwin
1947
Salomon & Ludwin
Virginia
US$ 66,4 mil -US$ 1,32 mil -11 -2%
FP
1948
Financial Perspectives
Minnesota
US$ 65,9 mil – – –
LGT Financial Advisors
1949
LGT Financial Advisors
Texas
US$ 64,7 mil – – –
Silver Grove Financial Group
1950
Silver Grove Financial Group
New York
US$ 64,2 mil +US$ 65,6 mil +546 Nova