Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
WMA
1901
Wealth Management Associates
New Jersey
US$ 243 mil – – –
EWM
1902
Elmwood Wealth Management
California
US$ 243 mil +US$ 237 mil +467 Nova
AA
1903
Auxano Advisors
Washington
US$ 242 mil – – –
TFP
1904
Tilia Fiduciary Partners
North Carolina
US$ 242 mil – – –
CA
1905
Carson Advisory
Georgia
US$ 241 mil +US$ 7,09 mil +14 +3%
AA
1906
Argent Advisors
Louisiana
US$ 240 mil – – –
L.J. Altfest & Co
1907
L.J. Altfest & Co
New York
US$ 240 mil +US$ 234 mil +462 Nova
ACC
1908
Acorn Creek Capital
Colorado
US$ 240 mil -US$ 3,54 mil -7 -1%
Alpine Bank Wealth Management
1909
Alpine Bank Wealth Management
Colorado
US$ 239 mil +US$ 233 mil +461 Nova
ABLE Financial Group
1910
ABLE Financial Group
Arizona
US$ 239 mil -US$ 25,3 mil -50 -10%
LWM
1911
Lakeridge Wealth Management
Ohio
US$ 238 mil +US$ 9,12 mil +18 +4%
Bangor Savings Bank
1912
Bangor Savings Bank
Maine
US$ 237 mil +US$ 43,1 mil +85 +23%
PHWM
1913
Pine Harbor Wealth Management
Maryland
US$ 237 mil – – –
LMCG Investments
1914
LMCG Investments
Massachusetts
US$ 237 mil – – –
FWP
1915
Flatrock Wealth Partners
California
US$ 236 mil -US$ 11,1 mil -22 -5%
American Trust
1916
American Trust
Kentucky
US$ 236 mil -US$ 10,1 mil -20 -4%
KMWM
1917
Keudell/Morrison Wealth Management
Oregon
US$ 236 mil +US$ 12,7 mil +25 +6%
Knightsbridge Asset Management
1918
Knightsbridge Asset Management
California
US$ 236 mil -US$ 3,04 mil -6 -1%
DAC
1919
Dutch Asset Corp
New York
US$ 234 mil +US$ 228 mil +451 Nova
Meridian Wealth Partners
1920
Meridian Wealth Partners
Pennsylvania
US$ 234 mil +US$ 2,03 mil +4 +0,9%
Meyer Handelman Company
1921
Meyer Handelman Company
New York
US$ 234 mil – – –
STALEY CAPITAL ADVISERS
1922
STALEY CAPITAL ADVISERS
Pennsylvania
US$ 234 mil – – –
Madison Wealth Partners
1923
Madison Wealth Partners
Wisconsin
US$ 233 mil +US$ 20,8 mil +41 +10%
Eclectic Associates
1924
Eclectic Associates
California
US$ 233 mil – – –
SFS
1925
Stiles Financial Services
Minnesota
US$ 233 mil -US$ 55,7 mil -110 -20%