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ícone de LPLA

LPL Financial
LPLA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
CIA
701
Cape Investment Advisory
Georgia
US$ 4,22 mil +US$ 4,5 mil +15 Nova
AW
702
Avion Wealth
Texas
US$ 4 mil +US$ 2,7 mil +9 +150%
Elevated Capital Advisors
703
Elevated Capital Advisors
Utah
US$ 3,94 mil – – –
MTM Investment Management
704
MTM Investment Management
South Carolina
US$ 3,94 mil – – –
Creative Capital Management Investments
705
Creative Capital Management Investments
California
US$ 3,94 mil +US$ 4,2 mil +14 Nova
Tower View Wealth Management
706
Tower View Wealth Management
Wisconsin
US$ 3,66 mil -US$ 900 -3 -19%
Private Trust Company
707
Private Trust Company
Ohio
US$ 3,66 mil – – –
Valued Wealth Advisors
708
Valued Wealth Advisors
Utah
US$ 3,66 mil +US$ 900 +3 +30%
Cullen/Frost Bankers
709
Cullen/Frost Bankers
Texas
US$ 3,39 mil -US$ 4,8 mil -16 -57%
Clearstead Trust
710
Clearstead Trust
Maine
US$ 3,38 mil +US$ 1,8 mil +6 +100%
Cornerstone Financial Management
711
Cornerstone Financial Management
Massachusetts
US$ 3,38 mil -US$ 300 -1 -8%
Foster Dykema Cabot & Partners
712
Foster Dykema Cabot & Partners
Massachusetts
US$ 3,38 mil – – –
Southern Michigan Bank & Trust
713
Southern Michigan Bank & Trust
Michigan
US$ 3,1 mil – – –
Bay Harbor Wealth Management
714
Bay Harbor Wealth Management
Maryland
US$ 3,1 mil +US$ 600 +2 +22%
Chesapeake Asset Management
715
Chesapeake Asset Management
New York
US$ 3,1 mil +US$ 3,3 mil +11 Nova
Sachetta
716
Sachetta
Massachusetts
US$ 2,82 mil -US$ 1,8 mil -6 -38%
MHR
717
Matthew Hamilton Rosenberg
US$ 2,82 mil – – –
Vanguard National Trust
718
Vanguard National Trust
Pennsylvania
US$ 2,82 mil – – –
HFM Investment Advisors
719
HFM Investment Advisors
New Jersey
US$ 2,82 mil +US$ 2,1 mil +7 +233%
West Paces Advisors
720
West Paces Advisors
Georgia
US$ 2,82 mil +US$ 3 mil +10 Nova
Ares Financial Consulting
721
Ares Financial Consulting
California
US$ 2,56 mil – – –
Armstrong Advisory Group
722
Armstrong Advisory Group
Massachusetts
US$ 2,54 mil – – –
Hughes Financial Services
723
Hughes Financial Services
Virginia
US$ 2,54 mil +US$ 600 +2 +29%
Webster Bank
724
Webster Bank
Connecticut
US$ 2,54 mil +US$ 2,7 mil +9 Nova
Financial Network Wealth Advisors
725
Financial Network Wealth Advisors
Utah
US$ 2,27 mil -US$ 1,5 mil -5 -38%
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