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ícone de FDS

Factset
FDS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Creative Financial Designs
701
Creative Financial Designs
Indiana
US$ 2,99 mil – – –
CH
702
Cromwell Holdings
Wyoming
US$ 2,76 mil -US$ 17,2 mil -75 -86%
Cullen/Frost Bankers
703
Cullen/Frost Bankers
Texas
US$ 2,76 mil – – –
J. Safra Asset Management
704
J. Safra Asset Management
New York
US$ 2,76 mil – – –
DT Investment Partners
705
DT Investment Partners
Pennsylvania
US$ 2,53 mil -US$ 15,8 mil -69 -86%
WPG Advisers
706
WPG Advisers
Maryland
US$ 2,53 mil -US$ 9,19 mil -40 -78%
Planning Strategies
707
Planning Strategies
Pennsylvania
US$ 2,53 mil +US$ 2,53 mil +11 Nova
Colonial Trust
708
Colonial Trust
South Carolina
US$ 2,5 mil -US$ 9,19 mil -40 -78%
Winch Advisory Services
709
Winch Advisory Services
Wisconsin
US$ 2,41 mil – – –
Aventura Private Wealth
710
Aventura Private Wealth
Florida
US$ 2,3 mil – – –
City State Bank
711
City State Bank
Iowa
US$ 2,3 mil – – –
Country Trust Bank
712
Country Trust Bank
Illinois
US$ 2,3 mil – – –
Simplex Trading
713
Simplex Trading
Illinois
US$ 2,3 mil +US$ 2,3 mil +10 Nova
Golden State Wealth Management
714
Golden State Wealth Management
California
US$ 2,1 mil – – –
AW
715
Avion Wealth
Texas
US$ 2 mil – – –
Millstone Evans Group
716
Millstone Evans Group
Colorado
US$ 1,84 mil – – –
Park Place Capital
717
Park Place Capital
Alabama
US$ 1,84 mil – – –
Virginia Estate & Retirement Planning Advisors
718
Virginia Estate & Retirement Planning Advisors
Virginia
US$ 1,84 mil – – –
Summit Securities Group
719
Summit Securities Group
New York
US$ 1,84 mil +US$ 459 +2 +33%
First Horizon Corporation
720
First Horizon Corporation
Tennessee
US$ 1,84 mil -US$ 20,2 mil -88 -92%
CBIZ Investment Advisory Services
721
CBIZ Investment Advisory Services
Ohio
US$ 1,74 mil – – –
Newbridge Financial Services Group
722
Newbridge Financial Services Group
Florida
US$ 1,67 mil – – –
High Note Wealth
723
High Note Wealth
Minnesota
US$ 1,61 mil – – –
Kilter Group
724
Kilter Group
New York
US$ 1,61 mil – – –
Hughes Financial Services
725
Hughes Financial Services
Virginia
US$ 1,61 mil +US$ 459 +2 +40%
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