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ícone de CDW

CDW
CDW

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
APFP
701
Action Point Financial Planning
Michigan
US$ 3,8 mil +US$ 3,39 mil +27 Nova
Highline Wealth Partners
702
Highline Wealth Partners
California
US$ 3,66 mil -US$ 3,14 mil -25 -49%
Raffa Wealth Management
703
Raffa Wealth Management
District of Columbia
US$ 3,52 mil -US$ 2,39 mil -19 -43%
Hughes Financial Services
704
Hughes Financial Services
Virginia
US$ 3,38 mil +US$ 2,26 mil +18 +300%
Kilter Group
705
Kilter Group
New York
US$ 3,24 mil -US$ 2,76 mil -22 -49%
CVA Family Office
706
CVA Family Office
Colorado
US$ 2,95 mil -US$ 10,5 mil -84 -80%
Brown, Lisle/Cummings
707
Brown, Lisle/Cummings
Rhode Island
US$ 2,81 mil -US$ 126 -1 -5%
NEWAS
708
N.E.W. Advisory Services
Wisconsin
US$ 2,81 mil +US$ 2,51 mil +20 Nova
Rialto Wealth Management
709
Rialto Wealth Management
New York
US$ 2,67 mil +US$ 1,38 mil +11 +138%
Triumph Capital Management
710
Triumph Capital Management
Colorado
US$ 2,59 mil – – –
Private Trust Company
711
Private Trust Company
Ohio
US$ 2,53 mil -US$ 51,6 mil -411 -96%
City State Bank
712
City State Bank
Iowa
US$ 2,53 mil – – –
Torren Management
713
Torren Management
California
US$ 2,46 mil – – –
Vanguard National Trust
714
Vanguard National Trust
Pennsylvania
US$ 2,25 mil – – –
Godsey & Gibb Inc
715
Godsey & Gibb Inc
Virginia
US$ 2,16 mil – – –
Wolff Wiese Magana
716
Wolff Wiese Magana
California
US$ 2,11 mil – – –
Bogart Wealth LLC
717
Bogart Wealth LLC
Virginia
US$ 2,11 mil +US$ 1,76 mil +14 +1.400%
Leonteq Securities AG
718
Leonteq Securities AG
Switzerland
US$ 1,97 mil -US$ 11,7 mil -93 -87%
Marshall Investment Management
719
Marshall Investment Management
Colorado
US$ 1,97 mil +US$ 1,76 mil +14 Nova
TD Capital Management
720
TD Capital Management
Tennessee
US$ 1,75 mil – – –
Cornerstone Financial Management
721
Cornerstone Financial Management
Massachusetts
US$ 1,69 mil +US$ 126 +1 +9%
Creative Capital Management Investments
722
Creative Capital Management Investments
California
US$ 1,41 mil +US$ 1,26 mil +10 Nova
Cornerstone Planning Group
723
Cornerstone Planning Group
New Jersey
US$ 1,3 mil -US$ 879 -7 -41%
Key Capital Management
724
Key Capital Management
Tennessee
US$ 1,27 mil – – –
Sunrise Financial Services
725
Sunrise Financial Services
Washington
US$ 1,27 mil – – –
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