Estamos no ar no ! Saiba mais
ícone de CME

CME Group
CME

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Loring Wolcott & Coolidge Fiduciary Advisors
1551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$ 22,1 mil – – –
MAM
1552
Morse Asset Management
Connecticut
US$ 22,1 mil +US$ 27,7 mil +100 Nova
Roble Belko & Company
1553
Roble Belko & Company
Pennsylvania
US$ 22 mil – – –
Asset Dedication LLC
1554
Asset Dedication LLC
California
US$ 21,6 mil +US$ 5,53 mil +20 +26%
Silicon Valley Capital Partners
1555
Silicon Valley Capital Partners
California
US$ 21,3 mil +US$ 26,8 mil +97 Nova
JFS Wealth Advisors
1556
JFS Wealth Advisors
Pennsylvania
US$ 21,2 mil -US$ 6,92 mil -25 -21%
New Age Alpha Advisors
1557
New Age Alpha Advisors
New York
US$ 20,8 mil -US$ 4,43 mil -16 -15%
Compagnie Lombard Odier SCmA
1558
Compagnie Lombard Odier SCmA
Switzerland
US$ 20,3 mil -US$ 18,8 mil -68 -43%
Thurston Springer Miller Herd & Titak
1559
Thurston Springer Miller Herd & Titak
Indiana
US$ 20,3 mil +US$ 5,81 mil +21 +30%
FP
1560
Financial Perspectives
Minnesota
US$ 20,1 mil – – –
Richard W. Paul & Associates
1561
Richard W. Paul & Associates
Michigan
US$ 19,9 mil +US$ 277 +1 +1%
High Note Wealth
1562
High Note Wealth
Minnesota
US$ 19,2 mil +US$ 6,36 mil +23 +36%
TS Financial Group (TSFG)
1563
TS Financial Group (TSFG)
Illinois
US$ 19 mil – – –
Albion Financial Group
1564
Albion Financial Group
Utah
US$ 18,8 mil – – –
Summit Securities Group
1565
Summit Securities Group
New York
US$ 18,6 mil -US$ 546 mil -1.975 -96%
Raffa Wealth Management
1566
Raffa Wealth Management
District of Columbia
US$ 18,3 mil +US$ 1,38 mil +5 +6%
LifeSteps Financial
1567
LifeSteps Financial
California
US$ 18,3 mil +US$ 23 mil +83 Nova
Highline Wealth Partners
1568
Highline Wealth Partners
California
US$ 18,1 mil +US$ 1,38 mil +5 +6%
Main Street Group
1569
Main Street Group
Virginia
US$ 17,7 mil -US$ 8,02 mil -29 -27%
Philadelphia Investment Partners
1570
Philadelphia Investment Partners
New Jersey
US$ 17,2 mil -US$ 1,11 mil -4 -5%
DT Investment Partners
1571
DT Investment Partners
Pennsylvania
US$ 17,2 mil – – –
Bare Financial Services
1572
Bare Financial Services
Pennsylvania
US$ 17,2 mil +US$ 6,92 mil +25 +47%
Owl Creek Wealth Partners
1573
Owl Creek Wealth Partners
Colorado
US$ 17 mil -US$ 47 mil -170 -69%
Measured Wealth Private Client Group
1574
Measured Wealth Private Client Group
New Hampshire
US$ 17 mil – – –
Elevation Wealth Partners
1575
Elevation Wealth Partners
California
US$ 16,8 mil +US$ 8,02 mil +29 +62%
61 62
63
64 65