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ícone de JPM

JPMorgan Chase
JPM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Prudent Man Investment Management
5126
Prudent Man Investment Management
Colorado
US$ 62,5 mil – – –
Collier Financial
5127
Collier Financial
Colorado
US$ 62,2 mil – – –
Montgomery Financial Services
5128
Montgomery Financial Services
Maryland
US$ 61,9 mil +US$ 58,7 mil +189 Nova
Lloyd Advisory Services
5129
Lloyd Advisory Services
Georgia
US$ 60,7 mil -US$ 1,94 mi -6.263 -97%
Decker Retirement Planning
5130
Decker Retirement Planning
Utah
US$ 60,1 mil +US$ 10,2 mil +33 +22%
Clal Insurance
5131
Clal Insurance
Israel
US$ 58 mil -US$ 3,73 mil -12 -6%
Sunrise Financial Services
5132
Sunrise Financial Services
Washington
US$ 55 mil +US$ 621 +2 +1%
XC
5133
XY Capital
Hong Kong
US$ 54,3 mil +US$ 51,6 mil +166 Nova
CG
5134
Curat Global
New Hampshire
US$ 52,9 mil – – –
Bear Mountain Capital
5135
Bear Mountain Capital
Washington
US$ 52,1 mil – – –
Birchwood Financial Partners
5136
Birchwood Financial Partners
Minnesota
US$ 51,7 mil – – –
Investors Portfolio Services
5137
Investors Portfolio Services
Washington
US$ 50,6 mil +US$ 1,24 mil +4 +3%
Timbuktu Capital Management
5138
Timbuktu Capital Management
Massachusetts
US$ 50,1 mil +US$ 47,5 mil +153 Nova
Carolina Wealth Advisors
5139
Carolina Wealth Advisors
South Carolina
US$ 48,8 mil – – –
Pioneer Family Office
5140
Pioneer Family Office
Florida
US$ 46,5 mil – – –
WT
5141
WHI Trust
Illinois
US$ 45,5 mil – – –
MJT & Associates Financial Advisory
5142
MJT & Associates Financial Advisory
Minnesota
US$ 42,6 mil +US$ 4,97 mil +16 +14%
Merrithew & Thorsten Inc
5143
Merrithew & Thorsten Inc
California
US$ 41 mil +US$ 311 +1 +0,8%
Torren Management
5144
Torren Management
California
US$ 40,6 mil +US$ 311 +1 +0,8%
Redwood Park Advisors
5145
Redwood Park Advisors
California
US$ 39,9 mil +US$ 311 +1 +0,8%
Swan Capital
5146
Swan Capital
Florida
US$ 36,6 mil -US$ 22 mil -71 -39%
Atomic Invest
5147
Atomic Invest
New York
US$ 36,3 mil -US$ 13 mil -42 -28%
Accordant Advisory Group
5148
Accordant Advisory Group
Maryland
US$ 35,7 mil – – –
GA
5149
GFS Advisors
Texas
US$ 34,3 mil -US$ 19,9 mil -64 -0,3%
PIS
5150
POM Investment Strategies
North Carolina
US$ 33,8 mil -US$ 1,24 mi -3.985 -97%
204 205
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