Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
KPP Advisory Services
1951
KPP Advisory Services
Kentucky
US$ 619 mil -US$ 18,2 mil -44 -3%
Panoramic Investment Advisors
1952
Panoramic Investment Advisors
Colorado
US$ 617 mil +US$ 50,1 mil +121 +8%
Barlow Wealth Partners
1953
Barlow Wealth Partners
Kentucky
US$ 616 mil +US$ 38,5 mil +93 +6%
IFC & Insurance Marketing
1954
IFC & Insurance Marketing
California
US$ 615 mil +US$ 2,07 mil +5 +0,3%
IAM Advisory
1955
IAM Advisory
Pennsylvania
US$ 614 mil – – –
Invictus Private Wealth
1956
Invictus Private Wealth
Colorado
US$ 614 mil +US$ 690 mil +1.666 Nova
Gradient Investments
1957
Gradient Investments
Minnesota
US$ 610 mil -US$ 217 mil -525 -24%
Almanack Investment Partners
1958
Almanack Investment Partners
Pennsylvania
US$ 607 mil -US$ 2,27 mi -5.481 -77%
Amitell Capital
1959
Amitell Capital
Singapore
US$ 607 mil +US$ 683 mil +1.648 Nova
Family Office Research
1960
Family Office Research
Maryland
US$ 607 mil +US$ 14,5 mil +35 +2%
FAG
1961
Fortitude Advisory Group
Washington
US$ 603 mil -US$ 9,11 mil -22 -1%
Lockerman Financial Group
1962
Lockerman Financial Group
California
US$ 602 mil +US$ 107 mil +258 +19%
CM Wealth Advisors
1963
CM Wealth Advisors
Ohio
US$ 600 mil – – –
Investment Partners Asset Management
1964
Investment Partners Asset Management
New Jersey
US$ 600 mil +US$ 414 +1 +0,1%
Monograph Wealth Advisors
1965
Monograph Wealth Advisors
California
US$ 600 mil +US$ 128 mil +310 +24%
Main Line Retirement Advisors
1966
Main Line Retirement Advisors
Montana
US$ 599 mil – – –
Key Client Fiduciary Advisors
1967
Key Client Fiduciary Advisors
New Jersey
US$ 598 mil -US$ 38,5 mil -93 -5%
Painted Porch Advisors
1968
Painted Porch Advisors
California
US$ 598 mil +US$ 673 mil +1.624 Nova
CMT Capital Markets Trading
1969
CMT Capital Markets Trading
Germany
US$ 598 mil +US$ 135 mil +325 +25%
Diamant Asset Management
1970
Diamant Asset Management
Connecticut
US$ 597 mil – – –
OLIO Financial Planning
1971
OLIO Financial Planning
Virginia
US$ 597 mil +US$ 414 +1 +0,1%
Kapstone Financial Advisors
1972
Kapstone Financial Advisors
Ohio
US$ 597 mil +US$ 165 mil +399 +33%
Curio Wealth
1973
Curio Wealth
Maryland
US$ 596 mil – – –
Osbon Capital Management
1974
Osbon Capital Management
Massachusetts
US$ 596 mil -US$ 414 -1 -0,1%
Bourne Lent Asset Management
1975
Bourne Lent Asset Management
New York
US$ 596 mil – – –