Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Alpine Bank Wealth Management
1951
Alpine Bank Wealth Management
Colorado
US$ 69,5 mil +US$ 66,5 mil +204 Nova
OSNBOA
1952
Old Second National Bank of Aurora
Illinois
US$ 68,5 mil – – –
CYG
1953
Clean Yield Group
Vermont
US$ 68,5 mil +US$ 4,57 mil +14 +7%
S
1954
Sachetta
Massachusetts
US$ 68,2 mil +US$ 8,48 mil +26 +15%
Park Place Capital
1955
Park Place Capital
Alabama
US$ 68,1 mil -US$ 4,24 mil -13 -6%
BWAM
1956
Boyd Watterson Asset Management
Ohio
US$ 68,1 mil – – –
OW
1957
Olistico Wealth
Oklahoma
US$ 68,1 mil – – –
Loomis, Sayles & Company
1958
Loomis, Sayles & Company
Massachusetts
US$ 67,5 mil +US$ 25,4 mil +78 +65%
Tompkins Financial
1959
Tompkins Financial
New York
US$ 64,4 mil – – –
ETS
1960
ESL Trust Services
New York
US$ 61,3 mil – – –
VPW
1961
Vaquero Private Wealth
Texas
US$ 61 mil +US$ 58,4 mil +179 Nova
OA
1962
Operose Advisors
Wisconsin
US$ 60,7 mil +US$ 58,1 mil +178 Nova
MSG
1963
Main Street Group
Virginia
US$ 60 mil -US$ 6,85 mil -21 -11%
IW
1964
Imprint Wealth
South Carolina
US$ 60 mil – – –
TFC Financial Management
1965
TFC Financial Management
Massachusetts
US$ 59,3 mil +US$ 1,3 mil +4 +2%
Cornerstone Planning Group
1966
Cornerstone Planning Group
New Jersey
US$ 58,4 mil -US$ 8,15 mil -25 -13%
OAJ
1967
Ogorek Anthony Joseph
New York
US$ 58 mil +US$ 2,94 mil +9 +5%
MSWA
1968
Marshall & Sterling Wealth Advisors
New York
US$ 57,6 mil +US$ 326 +1 +0,6%
Capula Management
1969
Capula Management
Cayman Islands
US$ 57,2 mil +US$ 54,8 mil +168 Nova
Capital Advisors Ltd
1970
Capital Advisors Ltd
Ohio
US$ 57 mil -US$ 11,1 mil -34 -17%
FLP
1971
Financial Life Planners
Arizona
US$ 54 mil – – –
LWM
1972
Lodestone Wealth Management
Washington
US$ 53,1 mil -US$ 5,22 mil -16 -9%
Key Financial Inc
1973
Key Financial Inc
Pennsylvania
US$ 51,5 mil – – –
SWIM
1974
Smallwood Wealth Investment Management
New Jersey
US$ 51,1 mil – – –
City Holding Co
1975
City Holding Co
West Virginia
US$ 51,1 mil – – –