Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
TrustBank
1926
TrustBank
Illinois
US$ 86,9 mil – – –
Fedenia Advisers
1927
Fedenia Advisers
Wisconsin
US$ 86,2 mil +US$ 82,5 mil +253 Nova
Palladiem
1928
Palladiem
Pennsylvania
US$ 85,7 mil – – –
Regatta Research & Money Management
1929
Regatta Research & Money Management
Louisiana
US$ 84,6 mil +US$ 81,5 mil +250 Nova
Crews Bank & Trust
1930
Crews Bank & Trust
Florida
US$ 84,5 mil -US$ 16,3 mil -50 -17%
Hilltop National Bank
1931
Hilltop National Bank
Wyoming
US$ 83,5 mil -US$ 30,3 mil -93 -28%
SHP Wealth Management
1932
SHP Wealth Management
Massachusetts
US$ 83,1 mil +US$ 27,4 mil +84 +53%
Oakmont Corp
1933
Oakmont Corp
California
US$ 81,8 mil – – –
Elevation Wealth Partners
1934
Elevation Wealth Partners
California
US$ 81,4 mil +US$ 23,2 mil +71 +42%
Purpose Unlimited Inc
1935
Purpose Unlimited Inc
US$ 79,7 mil – – –
Caldwell Trust
1936
Caldwell Trust
Florida
US$ 79,4 mil +US$ 12,7 mil +39 +20%
Commonwealth Retirement Investments
1937
Commonwealth Retirement Investments
Virginia
US$ 79,4 mil +US$ 76 mil +233 Nova
Pension & Wealth Management Advisors
1938
Pension & Wealth Management Advisors
Massachusetts
US$ 79,1 mil – – –
Albion Financial Group
1939
Albion Financial Group
Utah
US$ 79,1 mil +US$ 22,2 mil +68 +41%
SIM
1940
Synergy Investment Management
Florida
US$ 78,9 mil +US$ 61 mil +187 +584%
Activest Wealth Management
1941
Activest Wealth Management
Florida
US$ 78,4 mil -US$ 52,5 mil -161 -41%
Front Row Advisors
1942
Front Row Advisors
California
US$ 76,4 mil – – –
Truvestments Capital
1943
Truvestments Capital
Florida
US$ 74,2 mil +US$ 15,3 mil +47 +27%
TIAA Trust, National Association
1944
TIAA Trust, National Association
North Carolina
US$ 72,6 mil -US$ 15,7 mil -48 -18%
Rossby Financial
1945
Rossby Financial
Florida
US$ 72,2 mil -US$ 106 mil -326 -61%
JPL Wealth Management
1946
JPL Wealth Management
Colorado
US$ 71,9 mil +US$ 5,22 mil +16 +8%
HHM Wealth Advisors
1947
HHM Wealth Advisors
Tennessee
US$ 71,4 mil +US$ 8,81 mil +27 +15%
Bogart Wealth LLC
1948
Bogart Wealth LLC
Virginia
US$ 70,9 mil +US$ 14 mil +43 +26%
Hurley Capital
1949
Hurley Capital
New York
US$ 70,3 mil +US$ 326 +1 +0,5%
Spectrum Wealth Advisory Group
1950
Spectrum Wealth Advisory Group
California
US$ 70,2 mil +US$ 67,2 mil +206 Nova