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ícone de SCHW

Charles Schwab
SCHW

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Bragg Financial Advisors
1376
Bragg Financial Advisors
North Carolina
US$ 709 mil -US$ 11,7 mil -128 -2%
Old Port Advisors
1377
Old Port Advisors
Maine
US$ 709 mil +US$ 182 +2 +0%
Shum Financial Group
1378
Shum Financial Group
California
US$ 708 mil +US$ 125 mil +1.369 +22%
Mosaic Family Wealth Partners
1379
Mosaic Family Wealth Partners
Missouri
US$ 705 mil +US$ 697 mil +7.643 Nova
Proficio Capital Partners
1380
Proficio Capital Partners
Massachusetts
US$ 697 mil +US$ 688 mil +7.549 Nova
Journey Retirement Planning & Investment Management
1381
Journey Retirement Planning & Investment Management
Idaho
US$ 695 mil +US$ 88 mil +965 +15%
LCNB Corp
1382
LCNB Corp
Ohio
US$ 695 mil -US$ 20 mil -219 -3%
Triad Wealth Partners
1383
Triad Wealth Partners
Kansas
US$ 693 mil -US$ 697 mil -7.643 -54%
MassMutual Private Wealth & Trust
1384
MassMutual Private Wealth & Trust
Connecticut
US$ 690 mil -US$ 49,2 mil -540 -7%
VestGen Advisors
1385
VestGen Advisors
Illinois
US$ 690 mil +US$ 105 mil +1.149 +18%
Carson Advisory
1386
Carson Advisory
Georgia
US$ 689 mil +US$ 83,1 mil +911 +14%
Founders Financial Securities
1387
Founders Financial Securities
Maryland
US$ 688 mil -US$ 12 mil -132 -2%
Unified Investment Management
1388
Unified Investment Management
Georgia
US$ 683 mil +US$ 1,09 mil +12 +0,2%
Coign Capital Advisors
1389
Coign Capital Advisors
Utah
US$ 681 mil +US$ 13,4 mil +147 +2%
Compass Advisory Group
1390
Compass Advisory Group
New York
US$ 680 mil – – –
Level Four Advisory Services
1391
Level Four Advisory Services
Texas
US$ 680 mil +US$ 127 mil +1.391 +23%
Cambria Investment Management
1392
Cambria Investment Management
California
US$ 678 mil +US$ 108 mil +1.187 +19%
Opal Wealth Advisors
1393
Opal Wealth Advisors
New York
US$ 676 mil +US$ 265 mil +2.907 +66%
Naviter Wealth
1394
Naviter Wealth
Arkansas
US$ 676 mil +US$ 26,4 mil +289 +4%
Vigilare Wealth Management
1395
Vigilare Wealth Management
Arizona
US$ 674 mil -US$ 5,02 mil -55 -0,7%
XTX Topco
1396
XTX Topco
Cayman Islands
US$ 674 mil -US$ 843 mil -9.241 -56%
Larry Mathis Financial Planning
1397
Larry Mathis Financial Planning
Arizona
US$ 672 mil – – –
Accredited Investors
1398
Accredited Investors
Minnesota
US$ 672 mil – – –
Vann Equity Management
1399
Vann Equity Management
Texas
US$ 663 mil +US$ 36,3 mil +398 +6%
Advisortrust Partners
1400
Advisortrust Partners
North Carolina
US$ 662 mil +US$ 93,9 mil +1.030 +17%
54 55
56
57 58