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ícone de FDS

Factset
FDS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
C.M. Bidwell & Associates
676
C.M. Bidwell & Associates
Hawaii
US$ 6,67 mil – – –
Piscataqua Savings Bank
677
Piscataqua Savings Bank
New Hampshire
US$ 6,67 mil – – –
MJT & Associates Financial Advisory
678
MJT & Associates Financial Advisory
Minnesota
US$ 6,21 mil +US$ 6,2 mil +27 Nova
Clean Yield Group
679
Clean Yield Group
Vermont
US$ 6,21 mil – – –
S&T Bank
680
S&T Bank
Pennsylvania
US$ 6,21 mil – – –
Colonial Trust Advisors
681
Colonial Trust Advisors
South Carolina
US$ 6,21 mil +US$ 6,2 mil +27 Nova
Marshall Investment Management
682
Marshall Investment Management
Colorado
US$ 5,98 mil +US$ 5,97 mil +26 Nova
TD Capital Management
683
TD Capital Management
Tennessee
US$ 5,75 mil – – –
APFP
684
Action Point Financial Planning
Michigan
US$ 5,29 mil +US$ 5,28 mil +23 Nova
SHP Wealth Management
685
SHP Wealth Management
Massachusetts
US$ 5,06 mil +US$ 1,61 mil +7 +47%
Bartlett & Co Wealth Management
686
Bartlett & Co Wealth Management
Ohio
US$ 5,06 mil +US$ 4,82 mil +21 +2.100%
LRI Investments
687
LRI Investments
Florida
US$ 4,9 mil -US$ 2,99 mil -13 -38%
Ankerstar Wealth
688
Ankerstar Wealth
Texas
US$ 4,83 mil – – –
Johnson Financial Group Inc (Wisconsin)
689
Johnson Financial Group Inc (Wisconsin)
Wisconsin
US$ 4,6 mil -US$ 1,84 mil -8 -29%
Napier Financial
690
Napier Financial
Massachusetts
US$ 4,6 mil – – –
Sachetta
691
Sachetta
Massachusetts
US$ 4,37 mil -US$ 230 -1 -5%
Physician Wealth Advisors
692
Physician Wealth Advisors
Utah
US$ 4,37 mil +US$ 3,22 mil +14 +280%
Align Financial
693
Align Financial
Minnesota
US$ 4,14 mil – – –
Geneos Wealth Management
694
Geneos Wealth Management
Colorado
US$ 4,14 mil – – –
Strategic Wealth Partners
695
Strategic Wealth Partners
Ohio
US$ 3,49 mil -US$ 689 -3 -17%
JPL Wealth Management
696
JPL Wealth Management
Colorado
US$ 3,45 mil – – –
Anchor Investment Management
697
Anchor Investment Management
South Carolina
US$ 3,45 mil – – –
James T. Borello RIA
698
James T. Borello RIA
Illinois
US$ 3,22 mil -US$ 1,61 mil -7 -33%
Buck Wealth Strategies
699
Buck Wealth Strategies
Colorado
US$ 3,22 mil +US$ 3,22 mil +14 Nova
Centennial Bank
700
Centennial Bank
Arkansas
US$ 2,99 mil – – –
26 27
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29 30