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ícone de COF

Capital One
COF

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
DIS
1226
Diversified Investment Strategies
Louisiana
US$ 583 mil – – –
Clark Capital Management Group
1227
Clark Capital Management Group
Pennsylvania
US$ 581 mil -US$ 42,7 mil -223 -7%
Gallagher Fiduciary Advisors
1228
Gallagher Fiduciary Advisors
Illinois
US$ 576 mil -US$ 15,7 mil -82 -3%
Institute for Wealth Management
1229
Institute for Wealth Management
Colorado
US$ 576 mil -US$ 956 -5 -0,2%
Texas Capital Bank Wealth Management Services
1230
Texas Capital Bank Wealth Management Services
Texas
US$ 574 mil +US$ 77,1 mil +403 +16%
Conning Inc
1231
Conning Inc
Connecticut
US$ 570 mil -US$ 10,3 mil -54 -2%
Cornerstone Wealth Group
1232
Cornerstone Wealth Group
North Carolina
US$ 570 mil +US$ 5,93 mil +31 +1%
Peachtree Investment Partners
1233
Peachtree Investment Partners
Florida
US$ 568 mil +US$ 7,65 mil +40 +1%
First PREMIER Bank
1234
First PREMIER Bank
South Dakota
US$ 560 mil -US$ 24,1 mil -126 -4%
Smithfield Trust
1235
Smithfield Trust
Pennsylvania
US$ 560 mil – – –
Vista Capital Partners
1236
Vista Capital Partners
Oregon
US$ 560 mil +US$ 16,8 mil +88 +3%
Insigneo Advisory Services
1237
Insigneo Advisory Services
Florida
US$ 559 mil -US$ 52 mil -272 -9%
Sound View Wealth Advisors Group
1238
Sound View Wealth Advisors Group
Georgia
US$ 558 mil -US$ 101 mil -528 -16%
FFC
1239
Frederick Financial Consultants
Maryland
US$ 554 mil -US$ 53,4 mil -279 -9%
Univest Financial
1240
Univest Financial
Pennsylvania
US$ 554 mil +US$ 66,4 mil +347 +14%
Leelyn Smith
1241
Leelyn Smith
Illinois
US$ 551 mil – – –
Mitchell McLeod Pugh & Williams
1242
Mitchell McLeod Pugh & Williams
Alabama
US$ 549 mil +US$ 50,1 mil +262 +11%
One Capital Management
1243
One Capital Management
California
US$ 548 mil – – –
Grandfield & Dodd
1244
Grandfield & Dodd
New York
US$ 548 mil -US$ 1,72 mil -9 -0,3%
IAIM
1245
International Assets Investment Management
Florida
US$ 547 mil -US$ 24,1 mil -126 -5%
Armis Advisers
1246
Armis Advisers
Georgia
US$ 544 mil +US$ 39,8 mil +208 +9%
Financial Security Advisor
1247
Financial Security Advisor
Virginia
US$ 544 mil -US$ 26,8 mil -140 -5%
Aviso Wealth Management
1248
Aviso Wealth Management
Washington
US$ 542 mil -US$ 20,1 mil -105 -4%
Trust Point Inc
1249
Trust Point Inc
Wisconsin
US$ 541 mil -US$ 191 -1 -0%
Strategic Wealth Investment Group
1250
Strategic Wealth Investment Group
Kentucky
US$ 539 mil +US$ 82,6 mil +432 +19%
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