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ícone de PHI

PLDT
PHI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Basecamp Wealth Advisors
76
Basecamp Wealth Advisors
Washington
US$ 3,01 mil – – –
Elevation Wealth Partners
77
Elevation Wealth Partners
California
US$ 2,66 mil +US$ 2,94 mil +152 Nova
Pinnacle Wealth Planning Services
78
Pinnacle Wealth Planning Services
Ohio
US$ 2,49 mil -US$ 4,84 mil -250 -64%
Larson Financial Group
79
Larson Financial Group
Missouri
US$ 2 mil +US$ 445 +23 +25%
Ameritas Advisory Services
80
Ameritas Advisory Services
Nebraska
US$ 1,49 mil +US$ 1,64 mil +85 Nova
Prestige Wealth Management Group
81
Prestige Wealth Management Group
New Jersey
US$ 1,2 mil – – –
SHP Wealth Management
82
SHP Wealth Management
Massachusetts
US$ 1,17 mil -US$ 406 -21 -24%
Financial Consulate
83
Financial Consulate
Maryland
US$ 1,17 mil +US$ 19 +1 +2%
Physician Wealth Advisors
84
Physician Wealth Advisors
Utah
US$ 1,07 mil -US$ 3,87 mil -200 -77%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
US$ 1 mil – – –
Osaic Holdings
86
Osaic Holdings
Arizona
US$ 963 -US$ 522 -27 -33%
Elequin Capital
87
Elequin Capital
New York
US$ 929 +US$ 697 +36 +212%
Cornerstone Financial Management
88
Cornerstone Financial Management
Massachusetts
US$ 894 -US$ 1,94 mil -100 -66%
Deutsche Bank
89
Deutsche Bank
Germany
US$ 701 +US$ 774 +40 Nova
True Wealth Design
90
True Wealth Design
Ohio
US$ 579 -US$ 2,44 mil -126 -79%
Raffa Wealth Management
91
Raffa Wealth Management
District of Columbia
US$ 561 – – –
JFS Wealth Advisors
92
JFS Wealth Advisors
Pennsylvania
US$ 368 – – –
Rossby Financial
93
Rossby Financial
Florida
US$ 315 – – –
Trust Company
94
Trust Company
Kansas
US$ 210 – – –
Abound Wealth Management
95
Abound Wealth Management
Tennessee
US$ 176 – – –
LRI Investments
96
LRI Investments
Florida
US$ 175 +US$ 193 +10 Nova
Silver Grove Financial Group
97
Silver Grove Financial Group
New York
US$ 88 +US$ 97 +5 Nova
Smartleaf Asset Management
98
Smartleaf Asset Management
Massachusetts
US$ 37 – – –
Stifel Financial
99
Stifel Financial
Missouri
– -US$ 1,42 mi -67.473 Encerrada
Vanguard Personalized Indexing Management
100
Vanguard Personalized Indexing Management
California
– -US$ 661 mil -31.420 Encerrada
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