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ícone de COF

Capital One
COF

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Toews Corporation
1951
Toews Corporation
New Jersey
US$ 40,7 mil +US$ 38,8 mil +203 Nova
WealthCollab
1952
WealthCollab
Washington
US$ 40,1 mil – – –
Financial Network Wealth Advisors
1953
Financial Network Wealth Advisors
Utah
US$ 39,9 mil +US$ 765 +4 +2%
Dogwood Wealth Management
1954
Dogwood Wealth Management
Kansas
US$ 39,1 mil -US$ 1,15 mil -6 -3%
Caitlin John
1955
Caitlin John
Michigan
US$ 38,4 mil – – –
Silicon Valley Capital Partners
1956
Silicon Valley Capital Partners
California
US$ 38,3 mil +US$ 191 +1 +0,5%
Valued Wealth Advisors
1957
Valued Wealth Advisors
Utah
US$ 38 mil +US$ 765 +4 +2%
GoalVest Advisory
1958
GoalVest Advisory
New York
US$ 37,9 mil +US$ 7,46 mil +39 +26%
Physician Wealth Advisors
1959
Physician Wealth Advisors
Utah
US$ 36,5 mil -US$ 32,5 mil -170 -48%
KAS
1960
Kemnay Advisory Services
New York
US$ 35,9 mil +US$ 383 +2 +1%
Albion Financial Group
1961
Albion Financial Group
Utah
US$ 35,3 mil -US$ 9,18 mil -48 -21%
Advantage Trust Company
1962
Advantage Trust Company
Kansas
US$ 35,1 mil +US$ 33,5 mil +175 Nova
High Note Wealth
1963
High Note Wealth
Minnesota
US$ 34,9 mil +US$ 13,2 mil +69 +66%
Nova Wealth Management
1964
Nova Wealth Management
Florida
US$ 33,9 mil – – –
Kilter Group
1965
Kilter Group
New York
US$ 32,7 mil -US$ 1,34 mil -7 -4%
Washington Trust Advisors
1966
Washington Trust Advisors
Massachusetts
US$ 32,7 mil +US$ 3,83 mil +20 +14%
Covestor
1967
Covestor
United Kingdom
US$ 32 mil +US$ 383 +2 +1%
EFG International
1968
EFG International
US$ 31,7 mil +US$ 14,7 mil +77 +95%
Atlantic Edge Private Wealth Management
1969
Atlantic Edge Private Wealth Management
Florida
US$ 31,1 mil – – –
Crewe Advisors
1970
Crewe Advisors
Utah
US$ 31,1 mil +US$ 26,4 mil +138 +812%
Joseph Group Capital Management
1971
Joseph Group Capital Management
Ohio
US$ 30,9 mil +US$ 1,72 mil +9 +6%
Colonial Trust Advisors
1972
Colonial Trust Advisors
South Carolina
US$ 30,7 mil -US$ 127 mil -663 -81%
ORG Wealth Partners
1973
ORG Wealth Partners
Texas
US$ 30,7 mil – – –
Pension & Wealth Management Advisors
1974
Pension & Wealth Management Advisors
Massachusetts
US$ 30,6 mil +US$ 29,1 mil +152 Nova
Concord Wealth Partners
1975
Concord Wealth Partners
Virginia
US$ 30,5 mil +US$ 29,1 mil +152 Nova
77 78
79
80 81