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ícone de JPC

Nuveen Preferred & Income Opportunities Fund
JPC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Mosaic Family Wealth Partners
101
Mosaic Family Wealth Partners
Missouri
US$ 484 mil – – –
CWM
102
Centurion Wealth Management
Virginia
US$ 463 mil -US$ 64,9 mil -8.252 -12%
Ameritas Advisory Services
103
Ameritas Advisory Services
Nebraska
US$ 450 mil +US$ 117 mil +14.892 +35%
WE
104
Wealth Effects
Massachusetts
US$ 442 mil – – –
Ritholtz Wealth Management
105
Ritholtz Wealth Management
New York
US$ 436 mil +US$ 435 mil +55.306 Nova
WLPWM
106
Walled Lake Planning & Wealth Management
Illinois
US$ 436 mil – – –
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
US$ 426 mil +US$ 31,5 mil +4.000 +8%
CWP
108
Core Wealth Partners
California
US$ 419 mil +US$ 419 mil +53.224 Nova
MML Investors Services
109
MML Investors Services
Massachusetts
US$ 419 mil -US$ 2,52 mil -320 -0,6%
B. Riley Wealth Advisors
110
B. Riley Wealth Advisors
Florida
US$ 407 mil – – –
Concurrent Investment Advisors
111
Concurrent Investment Advisors
Florida
US$ 407 mil +US$ 15,1 mil +1.925 +4%
CSA
112
Cottage Street Advisors
Massachusetts
US$ 400 mil +US$ 7,64 mil +972 +2%
OFA
113
Onyx Financial Advisors
Idaho
US$ 395 mil – – –
IAG
114
Investmark Advisory Group
Connecticut
US$ 381 mil +US$ 2,08 mil +264 +0,5%
Kestra Private Wealth Services
115
Kestra Private Wealth Services
Texas
US$ 374 mil -US$ 295 mil -37.533 -44%
Savvy Advisors Inc
116
Savvy Advisors Inc
New York
US$ 371 mil -US$ 48,8 mil -6.203 -12%
HRT Financial
117
HRT Financial
New York
US$ 359 mil +US$ 62,1 mil +7.900 +21%
SCA
118
Sage Capital Advisors
South Dakota
US$ 352 mil +US$ 6,23 mil +792 +2%
OA
119
Operose Advisors
Wisconsin
US$ 350 mil – – –
NWF Advisory Services
120
NWF Advisory Services
California
US$ 337 mil -US$ 31,5 mil -4.000 -9%
Advance Capital Management
121
Advance Capital Management
Michigan
US$ 336 mil +US$ 210 mil +26.755 +168%
Global Retirement Partners
122
Global Retirement Partners
California
US$ 333 mil +US$ 332 mil +42.204 Nova
CA
123
Carson Advisory
Georgia
US$ 328 mil – – –
IHT Wealth Management
124
IHT Wealth Management
Illinois
US$ 324 mil -US$ 37,3 mil -4.742 -10%
Curi RMB Capital
125
Curi RMB Capital
Illinois
US$ 320 mil -US$ 162 mil -20.619 -34%
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