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DOV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Wahed Invest
551
Wahed Invest
New York
US$ 754 mil -US$ 22,4 mil -103 -3%
Prudent Man Advisors
552
Prudent Man Advisors
Illinois
US$ 753 mil +US$ 88,7 mil +407 +14%
Tectonic Advisors
553
Tectonic Advisors
Texas
US$ 751 mil +US$ 17,9 mil +82 +3%
TCOT
554
Trust Company of Toledo
Ohio
US$ 740 mil -US$ 27,7 mil -127 -4%
Metis Global Partners
555
Metis Global Partners
California
US$ 731 mil -US$ 134 mil -616 -16%
Moody Lynn & Lieberson
556
Moody Lynn & Lieberson
Massachusetts
US$ 730 mil +US$ 12,4 mil +57 +2%
Ferguson Wellman Capital Management
557
Ferguson Wellman Capital Management
Oregon
US$ 727 mil -US$ 76,3 mil -350 -10%
Mather Group
558
Mather Group
Illinois
US$ 725 mil +US$ 3,7 mil +17 +0,5%
Revisor Wealth Management
559
Revisor Wealth Management
Ohio
US$ 725 mil -US$ 21,1 mil -97 -3%
Lazard Asset Management
560
Lazard Asset Management
New York
US$ 720 mil – – –
Fidelis Capital Partners
561
Fidelis Capital Partners
Florida
US$ 716 mil +US$ 696 mil +3.194 Nova
Cardiff Park Advisors
562
Cardiff Park Advisors
California
US$ 707 mil +US$ 1,52 mil +7 +0,2%
BFO
563
Boston Family Office
Massachusetts
US$ 704 mil – – –
Two Sigma Securities
564
Two Sigma Securities
New York
US$ 703 mil -US$ 180 mil -825 -21%
Callan Family Office
565
Callan Family Office
Pennsylvania
US$ 702 mil +US$ 120 mil +549 +21%
Caerus Investment Advisors
566
Caerus Investment Advisors
Texas
US$ 701 mil -US$ 105 mil -482 -13%
Ancora Advisors
567
Ancora Advisors
Ohio
US$ 700 mil -US$ 107 mil -490 -14%
PWMAG
568
Pinnacle Wealth Management Advisory Group
New Jersey
US$ 692 mil -US$ 25,1 mil -115 -4%
Arkadios Wealth Advisors
569
Arkadios Wealth Advisors
Georgia
US$ 690 mil +US$ 15,9 mil +73 +2%
Center for Financial Planning
570
Center for Financial Planning
Michigan
US$ 689 mil – – –
Tradewinds LLC
571
Tradewinds LLC
North Carolina
US$ 684 mil +US$ 115 mil +526 Nova
Jeppson Wealth Management
572
Jeppson Wealth Management
California
US$ 683 mil -US$ 13,1 mil -60 -2%
Wealth Alliance
573
Wealth Alliance
New York
US$ 680 mil -US$ 33,3 mil -153 -5%
Waddell & Associates
574
Waddell & Associates
Tennessee
US$ 679 mil +US$ 1,96 mil +9 +0,3%
Parallel Advisors
575
Parallel Advisors
California
US$ 677 mil +US$ 8,5 mil +39 +1%
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