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ícone de CPA

Copa Holdings
CPA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
BNP Paribas Financial Markets
276
BNP Paribas Financial Markets
France
US$ 20,1 mil -US$ 15,9 mil -122 -49%
Bessemer Group
277
Bessemer Group
New Jersey
US$ 19 mil -US$ 1,43 mil -11 -9%
Ares Financial Consulting
278
Ares Financial Consulting
California
US$ 19 mil – – –
True Wealth Design
279
True Wealth Design
Ohio
US$ 16,3 mil +US$ 4,42 mil +34 +48%
Smartleaf Asset Management
280
Smartleaf Asset Management
Massachusetts
US$ 15,9 mil – – –
Core Alternative Capital
281
Core Alternative Capital
Georgia
US$ 15,6 mil – – –
UBS AM
282
UBS AM
Illinois
US$ 15,2 mil – – –
Continuum Advisory
283
Continuum Advisory
Idaho
US$ 12,6 mil +US$ 10,5 mil +81 Nova
CVA Family Office
284
CVA Family Office
Colorado
US$ 12,1 mil +US$ 390 +3 +4%
APW
285
Allied Private Wealth
Florida
US$ 11,8 mil +US$ 10,4 mil +80 Nova
Pinnacle Wealth Planning Services
286
Pinnacle Wealth Planning Services
Ohio
US$ 9,6 mil -US$ 3,25 mil -25 -29%
Caldwell Sutter Capital
287
Caldwell Sutter Capital
California
US$ 7,93 mil +US$ 3,25 mil +25 +96%
Institute for Wealth Management
288
Institute for Wealth Management
Colorado
US$ 7,78 mil +US$ 6,51 mil +50 Nova
APFP
289
Action Point Financial Planning
Michigan
US$ 6,85 mil +US$ 5,73 mil +44 Nova
JFS Wealth Advisors
290
JFS Wealth Advisors
Pennsylvania
US$ 6,69 mil +US$ 130 +1 +2%
SEP
291
Signature Equity Partners
Ohio
US$ 6,31 mil -US$ 130 -1 -2%
Fortitude Family Office
292
Fortitude Family Office
Arizona
US$ 6,22 mil -US$ 1,17 mil -9 -18%
Brown, Lisle/Cummings
293
Brown, Lisle/Cummings
Rhode Island
US$ 5,6 mil -US$ 4,16 mil -32 -47%
Cornerstone Planning Group
294
Cornerstone Planning Group
New Jersey
US$ 5,41 mil -US$ 2,08 mil -16 -29%
Parallel Advisors
295
Parallel Advisors
California
US$ 4,3 mil +US$ 1,17 mil +9 +50%
Private Trust Company
296
Private Trust Company
Ohio
US$ 4,04 mil +US$ 781 +6 +30%
1620 Investment Advisors
297
1620 Investment Advisors
Massachusetts
US$ 3,89 mil – – –
Park Square Financial Group
298
Park Square Financial Group
Georgia
US$ 3,58 mil -US$ 1,17 mil -9 -28%
SignatureFD
299
SignatureFD
Georgia
US$ 3,42 mil -US$ 24,1 mil -185 -89%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
US$ 3,42 mil +US$ 1,69 mil +13 +144%
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