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ícone de KLAC

KLA
KLAC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Gen-Wealth Partners
2401
Gen-Wealth Partners
Michigan
US$ 42,2 mil – – –
FIM
2402
FWL Investment Management
Texas
US$ 42,2 mil +US$ 19,9 mil +100 +250%
HM Payson & Co
2403
HM Payson & Co
Maine
US$ 40,4 mil -US$ 186 mil -936 -87%
Legacy Bridge
2404
Legacy Bridge
Iowa
US$ 39,2 mil – – –
Asset Dedication LLC
2405
Asset Dedication LLC
California
US$ 39,2 mil +US$ 9,9 mil +50 +63%
Bruce G. Allen Investments
2406
Bruce G. Allen Investments
Colorado
US$ 37,4 mil -US$ 27 mil -136 -52%
Cherry Tree Wealth Management
2407
Cherry Tree Wealth Management
Minnesota
US$ 36,2 mil – – –
BOK Financial Private Wealth
2408
BOK Financial Private Wealth
Colorado
US$ 36,2 mil +US$ 15,9 mil +80 +200%
Adirondack Trust Company
2409
Adirondack Trust Company
New York
US$ 36,2 mil +US$ 5,96 mil +30 +33%
Centiva Capital
2410
Centiva Capital
New York
US$ 35,9 mil +US$ 23,6 mil +119 Nova
Cheviot Value Management
2411
Cheviot Value Management
California
US$ 33,2 mil – – –
Fountainhead AM
2412
Fountainhead AM
New Jersey
US$ 33,2 mil +US$ 21,8 mil +110 Nova
Ogorek Anthony Joseph
2413
Ogorek Anthony Joseph
New York
US$ 33 mil -US$ 7,54 mil -38 -25%
Carolina Wealth Advisors
2414
Carolina Wealth Advisors
South Carolina
US$ 30,2 mil – – –
Trifecta Capital Advisors
2415
Trifecta Capital Advisors
Illinois
US$ 30,2 mil +US$ 15,9 mil +80 +400%
Planning Strategies
2416
Planning Strategies
Pennsylvania
US$ 29,6 mil +US$ 19,5 mil +98 Nova
Roble Belko & Company
2417
Roble Belko & Company
Pennsylvania
US$ 29 mil +US$ 10,9 mil +55 +138%
Qube Research & Technologies (QRT)
2418
Qube Research & Technologies (QRT)
United Kingdom
US$ 27,5 mil +US$ 18,1 mil +91 Nova
Activest Wealth Management
2419
Activest Wealth Management
Florida
US$ 27,2 mil -US$ 93,3 mil -470 -84%
Three Bearings Fiduciary Advisors
2420
Three Bearings Fiduciary Advisors
New Hampshire
US$ 27,2 mil – – –
Atomic Invest
2421
Atomic Invest
New York
US$ 27,1 mil -US$ 2,58 mil -13 -12%
Principia Wealth Advisory
2422
Principia Wealth Advisory
Texas
US$ 26,9 mil -US$ 129 mil -651 -88%
Bravera Wealth
2423
Bravera Wealth
North Dakota
US$ 24,1 mil – – –
NBT Bank
2424
NBT Bank
New York
US$ 24,1 mil – – –
United Financial Planning Group
2425
United Financial Planning Group
New York
US$ 24,1 mil – – –
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