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ícone de IEX

IDEX
IEX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
James T. Borello RIA
601
James T. Borello RIA
Illinois
US$ 10,4 mil – – –
Meramec Financial Planners
602
Meramec Financial Planners
Missouri
US$ 10,3 mil – – –
Quarry LP
603
Quarry LP
New York
US$ 10,2 mil -US$ 15 mil -71 -61%
Private Trust Company
604
Private Trust Company
Ohio
US$ 10 mil – – –
Activest Wealth Management
605
Activest Wealth Management
Florida
US$ 9,8 mil – – –
Fortitude Family Office
606
Fortitude Family Office
Arizona
US$ 9,8 mil +US$ 212 +1 +2%
LRI Investments
607
LRI Investments
Florida
US$ 9,3 mil +US$ 1,06 mil +5 +14%
JFS Wealth Advisors
608
JFS Wealth Advisors
Pennsylvania
US$ 8,85 mil +US$ 846 +4 +11%
Investors Research Corp
609
Investors Research Corp
Georgia
US$ 8,85 mil – – –
MTM Investment Management
610
MTM Investment Management
South Carolina
US$ 8,85 mil – – –
Strengthening Families & Communities LLC
611
Strengthening Families & Communities LLC
Massachusetts
US$ 8,51 mil – – –
SIM
612
Synergy Investment Management
Florida
US$ 8,25 mil +US$ 3,6 mil +17 +89%
Cherry Tree Wealth Management
613
Cherry Tree Wealth Management
Minnesota
US$ 7,94 mil – – –
Heritage Wealth Advisors
614
Heritage Wealth Advisors
Virginia
US$ 7,94 mil – – –
Salomon & Ludwin
615
Salomon & Ludwin
Virginia
US$ 7,65 mil – – –
TAP
616
Tounjian Advisory Partners
Florida
US$ 7,33 mil +US$ 6,77 mil +32 Nova
Basecamp Wealth Advisors
617
Basecamp Wealth Advisors
Washington
US$ 7,04 mil – – –
Princeton Global Asset Management
618
Princeton Global Asset Management
New Jersey
US$ 7,04 mil – – –
Crewe Advisors
619
Crewe Advisors
Utah
US$ 6,81 mil – – –
Bruce G. Allen Investments
620
Bruce G. Allen Investments
Colorado
US$ 6,13 mil – – –
Rialto Wealth Management
621
Rialto Wealth Management
New York
US$ 5,9 mil +US$ 2,54 mil +12 +86%
Financial Management Professionals
622
Financial Management Professionals
Texas
US$ 5,67 mil +US$ 423 +2 +9%
NewEdge Advisors
623
NewEdge Advisors
Louisiana
US$ 5,45 mil -US$ 846 -4 -14%
Prestige Wealth Management Group
624
Prestige Wealth Management Group
New Jersey
US$ 5,45 mil – – –
Pier Capital
625
Pier Capital
Connecticut
US$ 4,99 mil +US$ 1,48 mil +7 +47%
23 24
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