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ícone de E

ENI
E

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SEP
276
Signature Equity Partners
Ohio
US$ 6,84 mil +US$ 1,55 mil +29 +25%
Elevation Wealth Partners
277
Elevation Wealth Partners
California
US$ 6,14 mil +US$ 7,02 mil +131 Nova
Stone House Investment Management
278
Stone House Investment Management
Pennsylvania
US$ 6 mil -US$ 4,93 mil -92 -42%
Ancora Advisors
279
Ancora Advisors
Ohio
US$ 5,9 mil -US$ 20 mil -373 -75%
Benson Wealth Management
280
Benson Wealth Management
Tennessee
US$ 5,81 mil – – –
Huntington National Bank
281
Huntington National Bank
Ohio
US$ 5,67 mil +US$ 6,48 mil +121 Nova
Dogwood Wealth Management
282
Dogwood Wealth Management
Kansas
US$ 5,62 mil +US$ 2,36 mil +44 +58%
Essential Partners
283
Essential Partners
California
US$ 5,58 mil – – –
MPWM Advisory Solutions
284
MPWM Advisory Solutions
Georgia
US$ 5,34 mil – – –
Cornerstone Financial Management
285
Cornerstone Financial Management
Massachusetts
US$ 5,34 mil +US$ 161 +3 +3%
UMB Bank
286
UMB Bank
Missouri
US$ 5,2 mil – – –
Toth Financial Advisory
287
Toth Financial Advisory
Virginia
US$ 5,16 mil – – –
Zions Bancorporation, National Association
288
Zions Bancorporation, National Association
Utah
US$ 5,11 mil -US$ 322 -6 -5%
BOK Financial Private Wealth
289
BOK Financial Private Wealth
Colorado
US$ 5,11 mil +US$ 5,84 mil +109 Nova
Smithfield Trust
290
Smithfield Trust
Pennsylvania
US$ 5 mil – – –
Physician Wealth Advisors
291
Physician Wealth Advisors
Utah
US$ 4,69 mil +US$ 1,55 mil +29 +41%
ORG Wealth Partners
292
ORG Wealth Partners
Texas
US$ 4,45 mil +US$ 5,09 mil +95 Nova
Crewe Advisors
293
Crewe Advisors
Utah
US$ 4,22 mil – – –
SJS Investment Consulting
294
SJS Investment Consulting
Ohio
US$ 3,89 mil – – –
IMA Advisory Services
295
IMA Advisory Services
Colorado
US$ 3,84 mil – – –
AT
296
Arlington Trust
Alabama
US$ 3,7 mil – – –
Principia Wealth Advisory
297
Principia Wealth Advisory
Texas
US$ 3,7 mil +US$ 429 +8 +11%
Creative Capital Management Investments
298
Creative Capital Management Investments
California
US$ 3,52 mil +US$ 4,02 mil +75 Nova
LRI Investments
299
LRI Investments
Florida
US$ 3,5 mil +US$ 965 +18 +32%
Gleason Group
300
Gleason Group
Kentucky
US$ 3,47 mil +US$ 3,97 mil +74 Nova
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