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ícone de SCHW

Charles Schwab
SCHW

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Capital Advisors Ltd
2051
Capital Advisors Ltd
Ohio
US$ 98 mil – – –
Westside Investment Management
2052
Westside Investment Management
California
US$ 97,4 mil – – –
Lavaca Capital
2053
Lavaca Capital
Texas
US$ 96,2 mil +US$ 365 +4 +0,4%
Darwin Wealth Management
2054
Darwin Wealth Management
Florida
US$ 96 mil +US$ 91 +1 +0,1%
Center for Financial Planning
2055
Center for Financial Planning
Michigan
US$ 94,1 mil – – –
Toews Corporation
2056
Toews Corporation
New Jersey
US$ 92,3 mil +US$ 91,2 mil +1.000 Nova
Harel Insurance Investments & Financial Services
2057
Harel Insurance Investments & Financial Services
Israel
US$ 92 mil +US$ 91,2 mil +1.000 Nova
VSM Wealth Advisory
2058
VSM Wealth Advisory
Maryland
US$ 91,2 mil +US$ 182 +2 +0,2%
Golden State Wealth Management
2059
Golden State Wealth Management
California
US$ 86,4 mil +US$ 21,1 mil +231 +33%
Catalyst Capital Advisors
2060
Catalyst Capital Advisors
New York
US$ 86,3 mil -US$ 1,46 mil -16 -2%
Align Financial
2061
Align Financial
Minnesota
US$ 85,9 mil – – –
KEB Asset Management
2062
KEB Asset Management
Illinois
US$ 84,6 mil +US$ 83,6 mil +917 Nova
Highline Wealth Partners
2063
Highline Wealth Partners
California
US$ 82,6 mil +US$ 44,4 mil +487 +119%
Cornerstone Planning Group
2064
Cornerstone Planning Group
New Jersey
US$ 80,2 mil -US$ 2,55 mil -28 -3%
Buck Wealth Strategies
2065
Buck Wealth Strategies
Colorado
US$ 77 mil +US$ 76,1 mil +835 Nova
Hollencrest Capital Management
2066
Hollencrest Capital Management
California
US$ 74,7 mil – – –
Beaird Harris Wealth Management
2067
Beaird Harris Wealth Management
Texas
US$ 74 mil +US$ 36,4 mil +399 +99%
SEP
2068
Signature Equity Partners
Ohio
US$ 72,2 mil -US$ 10,9 mil -119 -13%
CoreFirst Bank & Trust
2069
CoreFirst Bank & Trust
Kansas
US$ 72,2 mil -US$ 7,3 mil -80 -9%
Signature Resources Capital Management
2070
Signature Resources Capital Management
California
US$ 72,1 mil – – –
Strategic Wealth Advisors
2071
Strategic Wealth Advisors
Arizona
US$ 71 mil – – –
Harbor Asset Planning
2072
Harbor Asset Planning
Massachusetts
US$ 70,8 mil +US$ 274 +3 +0,4%
Disciplina Capital Management
2073
Disciplina Capital Management
Tennessee
US$ 70,7 mil +US$ 274 +3 +0,4%
GGM Financials
2074
GGM Financials
Ohio
US$ 69 mil – – –
Crédit Industriel et Commercial
2075
Crédit Industriel et Commercial
France
US$ 68,5 mil +US$ 10,2 mil +112 +18%
81 82
83
84 85