Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Vanguard National Trust
2051
Vanguard National Trust
Pennsylvania
US$ 149 mil -US$ 72,9 mil -144 -33%
FFO
2052
Fortitude Family Office
Arizona
US$ 147 mil +US$ 1,52 mil +3 +1%
NAC
2053
NI Acquisitions Company
Pennsylvania
US$ 147 mil +US$ 144 mil +284 Nova
SAM
2054
S.A. Mason
Michigan
US$ 145 mil +US$ 10,1 mil +20 +8%
BTD
2055
BankPlus Trust Department
Mississippi
US$ 145 mil – – –
Physician Wealth Advisors
2056
Physician Wealth Advisors
Utah
US$ 144 mil +US$ 13,7 mil +27 +11%
AIM
2057
Axiom Investment Management
New York
US$ 142 mil -US$ 3,04 mil -6 -2%
CAM
2058
Chesapeake Asset Management
New York
US$ 140 mil +US$ 1,52 mil +3 +1%
FA
2059
Fedenia Advisers
Wisconsin
US$ 139 mil +US$ 136 mil +268 Nova
J. Safra Asset Management
2060
J. Safra Asset Management
New York
US$ 139 mil -US$ 48,6 mil -96 -26%
GA
2061
GoalVest Advisory
New York
US$ 136 mil – – –
C
2062
Covestor
United Kingdom
US$ 133 mil +US$ 1,52 mil +3 +1%
MP
2063
McDonald Partners
Ohio
US$ 131 mil +US$ 128 mil +253 Nova
ITIM
2064
Indiana Trust & Investment Management
Indiana
US$ 130 mil – – –
IMA Advisory Services
2065
IMA Advisory Services
Colorado
US$ 130 mil +US$ 114 mil +225 +900%
JWM
2066
JPL Wealth Management
Colorado
US$ 130 mil +US$ 13,2 mil +26 +12%
Nemes Rush Group
2067
Nemes Rush Group
Michigan
US$ 124 mil +US$ 2,53 mil +5 +2%
Valley National Advisers
2068
Valley National Advisers
Pennsylvania
US$ 122 mil +US$ 506 +1 +0,4%
1NWS
2069
1 North Wealth Services
Maryland
US$ 121 mil – – –
TLA
2070
Tanglewood Legacy Advisors
Texas
US$ 119 mil – – –
WPWM
2071
Western Pacific Wealth Management
Illinois
US$ 119 mil -US$ 44,1 mil -87 -28%
RF
2072
Roxbury Financial
New Jersey
US$ 118 mil +US$ 506 +1 +0,4%
Purpose Unlimited Inc
2073
Purpose Unlimited Inc
US$ 118 mil – – –
FP
2074
Financial Perspectives
Minnesota
US$ 117 mil – – –
BC
2075
Barrett & Company
Rhode Island
US$ 112 mil +US$ 109 mil +215 Nova