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ícone de CB

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CB

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Circle Wealth Management
2226
Circle Wealth Management
New Jersey
– -US$ 210 mil -645 Encerrada
Narus Financial Partners
2227
Narus Financial Partners
Utah
– -US$ 210 mil -645 Encerrada
FORA Capital
2228
FORA Capital
Florida
– -US$ 209 mil -640 Encerrada
WDA
2229
Wendell David Associates
New Hampshire
– -US$ 207 mil -634 Encerrada
Vancity Investment Management
2230
Vancity Investment Management
British Columbia, Canada
– -US$ 206 mil -632 Encerrada
Legacy Financial Group (Iowa)
2231
Legacy Financial Group (Iowa)
Iowa
– -US$ 205 mil -630 Encerrada
Teza Capital Management
2232
Teza Capital Management
Illinois
– -US$ 202 mil -619 Encerrada
CF
2233
Clarity Financial
Texas
– -US$ 201 mil -618 Encerrada
HFG Advisors
2234
HFG Advisors
Ohio
– -US$ 201 mil -617 Encerrada
Bank of Jackson Hole Trust
2235
Bank of Jackson Hole Trust
Wyoming
– -US$ 152 mil -466 Encerrada
Intentional Wealth Strategies
2236
Intentional Wealth Strategies
Colorado
– -US$ 143 mil -440 Encerrada
Twin Peaks Wealth Advisors
2237
Twin Peaks Wealth Advisors
California
– -US$ 109 mil -333 Encerrada
Wall Street Financial Group
2238
Wall Street Financial Group
Illinois
– -US$ 104 mil -320 Encerrada
WPA
2239
Wealth Preservation Advisors
Tennessee
– -US$ 98,1 mil -301 Encerrada
Sound Income Strategies
2240
Sound Income Strategies
Florida
– -US$ 91,4 mil -279 Encerrada
Wellington-Altus USA
2241
Wellington-Altus USA
Manitoba, Canada
– -US$ 76 mil -223 Encerrada
Destiny Wealth Partners
2242
Destiny Wealth Partners
Florida
– -US$ 72 mil -221 Encerrada
Opal Wealth Advisors
2243
Opal Wealth Advisors
New York
– -US$ 70,1 mil -215 Encerrada
Scarborough Advisors
2244
Scarborough Advisors
Maryland
– -US$ 54,4 mil -167 Encerrada
TGY2IT
2245
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -US$ 42 mil -129 Encerrada
True Link Financial Advisors
2246
True Link Financial Advisors
California
– -US$ 32,9 mil -101 Encerrada
Protective Life
2247
Protective Life
Alabama
– -US$ 31,6 mil -97 Encerrada
Wellington Group
2248
Wellington Group
Indiana
– -US$ 30 mil -92 Encerrada
Merkkuri Wealth Advisors
2249
Merkkuri Wealth Advisors
New York
– -US$ 28,7 mil -88 Encerrada
QVR
2250
QVR
California
– -US$ 24,8 mil -76 Encerrada
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