Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
TCV Trust & Wealth Management
401
TCV Trust & Wealth Management
Virginia
US$ 346 mil – – –
International Private Wealth Advisors
402
International Private Wealth Advisors
California
US$ 345 mil +US$ 12,1 mil +253 +4%
ARG
403
Advisory Resource Group
Oklahoma
US$ 343 mil – – –
MGO One Seven
404
MGO One Seven
Ohio
US$ 342 mil +US$ 24,6 mil +514 +8%
Advisory Alpha
405
Advisory Alpha
Michigan
US$ 341 mil – – –
Fifth Third Wealth Advisors
406
Fifth Third Wealth Advisors
Ohio
US$ 332 mil +US$ 3,49 mil +73 +1%
Waddell & Associates
407
Waddell & Associates
Tennessee
US$ 328 mil +US$ 323 mil +6.739 Nova
Sowell Financial Services
408
Sowell Financial Services
Arkansas
US$ 328 mil +US$ 3,21 mil +67 +1%
Shelton Capital Management
409
Shelton Capital Management
Colorado
US$ 327 mil – – –
Tradewinds LLC
410
Tradewinds LLC
North Carolina
US$ 327 mil +US$ 243 mil +5.073 Nova
Bull Harbor Capital
411
Bull Harbor Capital
Maryland
US$ 325 mil +US$ 320 mil +6.686 Nova
Impact Partnership Wealth
412
Impact Partnership Wealth
Georgia
US$ 324 mil +US$ 319 mil +6.659 Nova
Elevated Capital Advisors
413
Elevated Capital Advisors
Utah
US$ 322 mil -US$ 349 mil -7.290 -52%
Excelsior Advisor Network
414
Excelsior Advisor Network
Colorado
US$ 321 mil +US$ 40,6 mil +849 +15%
FBT
415
First Bank & Trust
South Dakota
US$ 321 mil – – –
Mark Sheptoff Financial Planning
416
Mark Sheptoff Financial Planning
Connecticut
US$ 321 mil – – –
Osborne Partners Capital Management
417
Osborne Partners Capital Management
California
US$ 316 mil – – –
CIBC Asset Management
418
CIBC Asset Management
Ontario, Canada
US$ 311 mil +US$ 10,9 mil +227 +4%
Pallas Capital Advisors
419
Pallas Capital Advisors
Massachusetts
US$ 310 mil +US$ 305 mil +6.371 Nova
Warner Financial
420
Warner Financial
Maryland
US$ 307 mil – – –
North Dakota State Investment Board
421
North Dakota State Investment Board
North Dakota
US$ 304 mil +US$ 18,3 mil +382 +7%
Sterling Capital Management
422
Sterling Capital Management
North Carolina
US$ 301 mil -US$ 41,3 mil -862 -12%
Turtle Creek Wealth Advisors
423
Turtle Creek Wealth Advisors
Texas
US$ 300 mil – – –
Sagewood Asset Management
424
Sagewood Asset Management
New York
US$ 299 mil +US$ 294 mil +6.138 Nova
Evolve Private Wealth
425
Evolve Private Wealth
California
US$ 298 mil +US$ 43,3 mil +904 +17%