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ícone de PCMM

BondBloxx Private Credit CLO ETF
PCMM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Financial Partners Group (Kansas)
51
Financial Partners Group (Kansas)
Kansas
US$ 494 mil -US$ 48,1 mil -971 -9%
FAL
52
Focused Alpha LLC
Colorado
US$ 399 mil +US$ 20,8 mil +419 +6%
Heck Capital Advisors
53
Heck Capital Advisors
Wisconsin
US$ 386 mil +US$ 79 mil +1.593 +26%
TPWM
54
Twelve Points Wealth Management
Massachusetts
US$ 380 mil +US$ 63,7 mil +1.285 +20%
Kestra Private Wealth Services
55
Kestra Private Wealth Services
Texas
US$ 366 mil +US$ 35,8 mil +721 +11%
Patriot Financial Group Insurance Agency
56
Patriot Financial Group Insurance Agency
Massachusetts
US$ 362 mil -US$ 356 mil -7.179 -50%
Old Mission Capital
57
Old Mission Capital
Illinois
US$ 298 mil +US$ 297 mil +5.980 Nova
Focus Partners Advisor Solutions
58
Focus Partners Advisor Solutions
Missouri
US$ 290 mil +US$ 38 mil +766 +15%
Brady Martz Wealth Solutions
59
Brady Martz Wealth Solutions
North Dakota
US$ 290 mil +US$ 40,7 mil +820 +16%
EFG
60
Elm3 Financial Group
Georgia
US$ 210 mil +US$ 4,96 mil +100 +2%
AWM
61
Avaii Wealth Management
Wisconsin
US$ 208 mil -US$ 19,5 mil -393 -9%
Steward Partners Investment Advisory
62
Steward Partners Investment Advisory
New York
US$ 197 mil -US$ 172 mil -3.467 -47%
NewEdge Advisors
63
NewEdge Advisors
Louisiana
US$ 142 mil +US$ 141 mil +2.853 Nova
WPA
64
Wealth Preservation Advisors
Tennessee
US$ 124 mil -US$ 104 mil -2.093 -46%
Harbour Investments
65
Harbour Investments
Wisconsin
US$ 102 mil -US$ 102 mil -2.057 -50%
BC
66
Bulwark Capital
Florida
US$ 74,3 mil -US$ 595 -12 -0,8%
AE Wealth Management
67
AE Wealth Management
Kansas
US$ 53,3 mil +US$ 4,16 mil +84 +9%
Nemes Rush Group
68
Nemes Rush Group
Michigan
US$ 44,5 mil – – –
Crews Bank & Trust
69
Crews Bank & Trust
Florida
US$ 39,9 mil – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
US$ 37,4 mil +US$ 37,2 mil +750 Nova
Physician Wealth Advisors
71
Physician Wealth Advisors
Utah
US$ 27,4 mil +US$ 992 +20 +4%
RRMM
72
Regatta Research & Money Management
Louisiana
US$ 26,8 mil +US$ 26,7 mil +538 Nova
Coppell Advisory Solutions
73
Coppell Advisory Solutions
Texas
US$ 7,17 mil +US$ 513 mil +10.348 Nova
Global Retirement Partners
74
Global Retirement Partners
California
US$ 5,18 mil +US$ 5,16 mil +104 Nova
CoreCap Advisors
75
CoreCap Advisors
Michigan
US$ 4,54 mil +US$ 4,51 mil +91 Nova
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