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ícone de EVR

Evercore
EVR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Covestor
601
Covestor
United Kingdom
US$ 43 mil -US$ 3,08 mil -9 -7%
LRI Investments
602
LRI Investments
Florida
US$ 42,7 mil -US$ 1,37 mil -4 -3%
Pinnacle Wealth Planning Services
603
Pinnacle Wealth Planning Services
Ohio
US$ 42 mil – – –
Bell Investment Advisors
604
Bell Investment Advisors
California
US$ 41,7 mil – – –
NBC Securities
605
NBC Securities
Alabama
US$ 38,2 mil +US$ 3,42 mil +10 +10%
Fortitude Family Office
606
Fortitude Family Office
Arizona
US$ 37,9 mil +US$ 17,5 mil +51 +85%
CVA Family Office
607
CVA Family Office
Colorado
US$ 36,9 mil +US$ 4,79 mil +14 +15%
Basecamp Wealth Advisors
608
Basecamp Wealth Advisors
Washington
US$ 35,9 mil +US$ 5,48 mil +16 +18%
Owl Creek Wealth Partners
609
Owl Creek Wealth Partners
Colorado
US$ 31,4 mil +US$ 1,71 mil +5 +6%
Parkside Financial Bank & Trust
610
Parkside Financial Bank & Trust
Missouri
US$ 30,4 mil -US$ 684 -2 -2%
Hurley Capital
611
Hurley Capital
New York
US$ 29,7 mil – – –
Elevated Capital Advisors
612
Elevated Capital Advisors
Utah
US$ 28,7 mil -US$ 8,55 mil -25 -23%
Fedenia Advisers
613
Fedenia Advisers
Wisconsin
US$ 28,7 mil +US$ 28,7 mil +84 Nova
Close Asset Management
614
Close Asset Management
United Kingdom
US$ 27 mil – – –
Salem Investment Counselors
615
Salem Investment Counselors
North Carolina
US$ 25,6 mil – – –
Mitsubishi UFJ Asset Management
616
Mitsubishi UFJ Asset Management
Japan
US$ 23,6 mil – – –
Tidemark
617
Tidemark
California
US$ 23,3 mil – – –
Harbor Asset Planning
618
Harbor Asset Planning
Massachusetts
US$ 22,9 mil – – –
SJS Investment Consulting
619
SJS Investment Consulting
Ohio
US$ 22,2 mil +US$ 7,53 mil +22 +51%
APFP
620
Action Point Financial Planning
Michigan
US$ 20,8 mil +US$ 21,2 mil +62 Nova
Wilmington Savings Fund Society
621
Wilmington Savings Fund Society
Delaware
US$ 20,5 mil – – –
Manchester Capital Management
622
Manchester Capital Management
Vermont
US$ 20,1 mil -US$ 684 -2 -3%
Transamerica Financial Advisors
623
Transamerica Financial Advisors
Florida
US$ 20 mil -US$ 4,62 mi -13.505 -100%
Tradewinds Capital Management
624
Tradewinds Capital Management
Washington
US$ 18,8 mil – – –
Natixis
625
Natixis
France
US$ 17,4 mil -US$ 6,64 mi -19.393 -100%
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