Estamos no ar no ! Saiba mais
ícone de SPGI

S&P Global
SPGI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Welch & Forbes
901
Welch & Forbes
Massachusetts
US$ 1,8 mi +US$ 14,4 mil +34 +0,8%
CWM
902
Cordatus Wealth Management
Pennsylvania
US$ 1,79 mi +US$ 7,6 mil +18 +0,4%
Robertson Stephens Wealth Management
903
Robertson Stephens Wealth Management
California
US$ 1,78 mi -US$ 452 mil -1.070 -20%
Lighthouse Financial Services
904
Lighthouse Financial Services
California
US$ 1,77 mi +US$ 201 mil +476 +13%
Rodgers Brothers
905
Rodgers Brothers
Pennsylvania
US$ 1,76 mi – – –
Sora Investors
906
Sora Investors
Pennsylvania
US$ 1,75 mi -US$ 25,3 mi -60.011 -93%
Tealwood Asset Management
907
Tealwood Asset Management
Minnesota
US$ 1,72 mi -US$ 7,18 mil -17 -0,4%
Permanens Capital
908
Permanens Capital
New York
US$ 1,71 mi +US$ 1,24 mi +2.939 +235%
London & Capital Asset Management
909
London & Capital Asset Management
United Kingdom
US$ 1,7 mi +US$ 11,8 mil +28 +0,7%
Lederer & Associates Investment Counsel
910
Lederer & Associates Investment Counsel
California
US$ 1,7 mi +US$ 3,38 mil +8 +0,2%
Wedmont Private Capital
911
Wedmont Private Capital
Pennsylvania
US$ 1,7 mi -US$ 185 mil -439 -10%
Envestnet Portfolio Solutions
912
Envestnet Portfolio Solutions
Illinois
US$ 1,69 mi -US$ 296 mil -702 -14%
FFG
913
Fortem Financial Group
California
US$ 1,69 mi +US$ 130 mil +309 +8%
Argus Investors Counsel
914
Argus Investors Counsel
New York
US$ 1,68 mi -US$ 42,7 mil -101 -2%
Figure 8 Investment Strategies
915
Figure 8 Investment Strategies
Idaho
US$ 1,66 mi -US$ 95 mil -225 -5%
BKM Wealth Management
916
BKM Wealth Management
Wisconsin
US$ 1,65 mi +US$ 153 mil +363 +10%
Excalibur Management
917
Excalibur Management
Massachusetts
US$ 1,65 mi – – –
Ascent Group
918
Ascent Group
Virginia
US$ 1,65 mi +US$ 40,1 mil +95 +2%
Parsons Capital Management
919
Parsons Capital Management
Rhode Island
US$ 1,64 mi +US$ 43,1 mil +102 +3%
F.L. Putnam Investment Management
920
F.L. Putnam Investment Management
Massachusetts
US$ 1,63 mi +US$ 788 mil +1.867 +87%
Tower Research Capital (TRC)
921
Tower Research Capital (TRC)
New York
US$ 1,62 mi -US$ 2,3 mi -5.456 -58%
R.M. Davis Inc
922
R.M. Davis Inc
Maine
US$ 1,62 mi -US$ 1,27 mil -3 -0,1%
Focus Partners Advisor Solutions
923
Focus Partners Advisor Solutions
Missouri
US$ 1,62 mi -US$ 1,52 mi -3.610 -48%
Cape Cod Five Cents Savings Bank
924
Cape Cod Five Cents Savings Bank
Massachusetts
US$ 1,61 mi +US$ 1,67 mi +3.958 Nova
Dorsey & Whitney Trust
925
Dorsey & Whitney Trust
South Dakota
US$ 1,61 mi +US$ 17,3 mil +41 +1%
35 36
37
38 39