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ícone de C

Citigroup
C

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Jacobsen Capital Management
2026
Jacobsen Capital Management
Utah
US$ 305 mil -US$ 32,5 mil -250 -10%
South Street Advisors
2027
South Street Advisors
New York
US$ 305 mil +US$ 3,9 mil +30 +1%
Trilogy Capital
2028
Trilogy Capital
California
US$ 305 mil -US$ 1,17 mil -9 -0,4%
Key Capital Management
2029
Key Capital Management
Tennessee
US$ 305 mil -US$ 31,4 mil -241 -10%
Zhang Financial
2030
Zhang Financial
Michigan
US$ 304 mil +US$ 283 mil +2.172 Nova
KFP
2031
Kerr Financial Planning
California
US$ 303 mil +US$ 911 +7 +0,3%
JPLA
2032
Joseph P. Lucia & Associates
New York
US$ 303 mil +US$ 391 +3 +0,1%
Fermata Advisors
2033
Fermata Advisors
California
US$ 303 mil +US$ 282 mil +2.167 Nova
Crown Wealth Group
2034
Crown Wealth Group
North Carolina
US$ 303 mil +US$ 130 +1 +0%
Wedgewood Investors
2035
Wedgewood Investors
Pennsylvania
US$ 303 mil – – –
Wilkinson Global Asset Management
2036
Wilkinson Global Asset Management
New York
US$ 303 mil – – –
Golden State Wealth Management
2037
Golden State Wealth Management
California
US$ 303 mil +US$ 9,37 mil +72 +3%
Y.D. More Investments
2038
Y.D. More Investments
Israel
US$ 301 mil +US$ 14,2 mil +109 +5%
5T Wealth
2039
5T Wealth
California
US$ 300 mil -US$ 781 -6 -0,3%
Calton & Associates
2040
Calton & Associates
Florida
US$ 300 mil -US$ 261 mil -2.002 -48%
Entelevest
2041
Entelevest
Florida
US$ 300 mil +US$ 8,72 mil +67 +3%
August Group Capital
2042
August Group Capital
US$ 300 mil -US$ 10 mil -77 -3%
Founders Grove Wealth Partners
2043
Founders Grove Wealth Partners
Virginia
US$ 299 mil +US$ 13,7 mil +105 +5%
Empire Financial Management Company
2044
Empire Financial Management Company
New York
US$ 298 mil -US$ 21,3 mil -164 -7%
Montz Harcus Wealth Management
2045
Montz Harcus Wealth Management
Louisiana
US$ 298 mil +US$ 5,34 mil +41 +2%
Oak Harbor Wealth Partners
2046
Oak Harbor Wealth Partners
North Carolina
US$ 298 mil -US$ 84,6 mil -650 -23%
Principle Wealth Partners
2047
Principle Wealth Partners
Connecticut
US$ 298 mil -US$ 43,1 mil -331 -13%
PGIM Custom Harvest
2048
PGIM Custom Harvest
New Jersey
US$ 297 mil +US$ 27,2 mil +209 +11%
Motive Wealth Advisors
2049
Motive Wealth Advisors
Michigan
US$ 297 mil +US$ 23,8 mil +183 +9%
WC
2050
Weil Company
California
US$ 296 mil – – –
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