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ícone de MUFG

Mitsubishi UFJ Financial
MUFG

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SEP
451
Signature Equity Partners
Ohio
US$ 32,6 mil -US$ 1,11 mil -59 -3%
Bare Financial Services
452
Bare Financial Services
Pennsylvania
US$ 31 mil +US$ 14,8 mil +784 +101%
Bell Investment Advisors
453
Bell Investment Advisors
California
US$ 30,7 mil +US$ 848 +45 +3%
JPL Wealth Management
454
JPL Wealth Management
Colorado
US$ 29,3 mil -US$ 7,97 mil -423 -22%
Grove Bank & Trust
455
Grove Bank & Trust
Florida
US$ 28,6 mil +US$ 1,36 mil +72 +5%
SHP Wealth Management
456
SHP Wealth Management
Massachusetts
US$ 27,3 mil +US$ 10,9 mil +579 +73%
Addison Advisors
457
Addison Advisors
Vermont
US$ 26,3 mil -US$ 79,1 mil -4.199 -76%
Key Financial Inc
458
Key Financial Inc
Pennsylvania
US$ 25,9 mil -US$ 15,6 mil -829 -39%
Triumph Capital Management
459
Triumph Capital Management
Colorado
US$ 25,6 mil +US$ 320 +17 +1%
Cornerstone Financial Management
460
Cornerstone Financial Management
Massachusetts
US$ 25,4 mil +US$ 6,18 mil +328 +35%
Elevation Wealth Partners
461
Elevation Wealth Partners
California
US$ 25,2 mil +US$ 23,9 mil +1.269 Nova
Kilter Group
462
Kilter Group
New York
US$ 25,1 mil +US$ 21 mil +1.115 +753%
TD Capital Management
463
TD Capital Management
Tennessee
US$ 24,1 mil – – –
Asset Dedication LLC
464
Asset Dedication LLC
California
US$ 24 mil – – –
D.J. St. Germain
465
D.J. St. Germain
Massachusetts
US$ 23,5 mil +US$ 17,8 mil +945 +402%
Bartlett & Co Wealth Management
466
Bartlett & Co Wealth Management
Ohio
US$ 23,4 mil – – –
Financial Consulate
467
Financial Consulate
Maryland
US$ 22,7 mil +US$ 1,38 mil +73 +7%
Retirement Wealth Solutions
468
Retirement Wealth Solutions
Wisconsin
US$ 22,1 mil +US$ 6,52 mil +346 +45%
BOK Financial Private Wealth
469
BOK Financial Private Wealth
Colorado
US$ 22 mil +US$ 20,9 mil +1.107 Nova
Oakworth Capital
470
Oakworth Capital
Alabama
US$ 21,2 mil – – –
Silver Grove Financial Group
471
Silver Grove Financial Group
New York
US$ 21,1 mil +US$ 20 mil +1.060 Nova
APFP
472
Action Point Financial Planning
Michigan
US$ 20,6 mil +US$ 19,5 mil +1.037 Nova
NBT Bank
473
NBT Bank
New York
US$ 20,5 mil – – –
Compass Financial Management
474
Compass Financial Management
Florida
US$ 20,4 mil +US$ 19,4 mil +1.028 Nova
ORG Wealth Partners
475
ORG Wealth Partners
Texas
US$ 20 mil – – –
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