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ícone de SPGI

S&P Global
SPGI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
NWM
1901
Nova Wealth Management
Florida
US$ 13,4 mil -US$ 5,49 mil -13 -28%
KG
1902
Kilter Group
New York
US$ 13,4 mil +US$ 845 +2 +6%
MIM
1903
MTM Investment Management
South Carolina
US$ 13 mil -US$ 8,45 mil -20 -38%
FC
1904
Fairscale Capital
New Hampshire
US$ 13 mil – – –
TW
1905
Titan Wealth
US$ 13 mil +US$ 13,5 mil +32 Nova
RFS
1906
Richardson Financial Services
Massachusetts
US$ 12,6 mil – – –
BHWM
1907
Bay Harbor Wealth Management
Maryland
US$ 12,6 mil +US$ 1,69 mil +4 +15%
TCM
1908
Triumph Capital Management
Colorado
US$ 12,2 mil -US$ 8,45 mil -20 -40%
SMBT
1909
Southern Michigan Bank & Trust
Michigan
US$ 12,2 mil -US$ 2,11 mil -5 -14%
Coastline Trust
1910
Coastline Trust
Rhode Island
US$ 12,2 mil – – –
Alpine Bank Wealth Management
1911
Alpine Bank Wealth Management
Colorado
US$ 12,2 mil +US$ 12,7 mil +30 Nova
RRMM
1912
Regatta Research & Money Management
Louisiana
US$ 12,2 mil +US$ 12,7 mil +30 Nova
FLP
1913
Financial Life Planners
Arizona
US$ 12,2 mil -US$ 5,49 mil -13 -30%
GCP
1914
Gill Capital Partners
Colorado
US$ 11,8 mil – – –
GCM
1915
Gunpowder Capital Management
Maryland
US$ 11,8 mil – – –
DWA
1916
Delos Wealth Advisors
Texas
US$ 11,8 mil +US$ 8,02 mil +19 +190%
AG
1917
AmeriFlex Group
Nevada
US$ 11,8 mil +US$ 8,45 mil +20 +222%
1L
1918
10Elms LLP
Oklahoma
US$ 11,8 mil +US$ 12,2 mil +29 Nova
MAFA
1919
MJT & Associates Financial Advisory
Minnesota
US$ 11,4 mil +US$ 2,11 mil +5 +22%
Moisand Fitzgerald Tamayo
1920
Moisand Fitzgerald Tamayo
Florida
US$ 11 mil – – –
BLC
1921
Brown, Lisle/Cummings
Rhode Island
US$ 11 mil – – –
UFF
1922
USA Financial Formulas
Michigan
US$ 11 mil +US$ 11,4 mil +27 Nova
WT
1923
WHI Trust
Illinois
US$ 10,6 mil – – –
Kelleher Financial Advisors
1924
Kelleher Financial Advisors
New York
US$ 10,6 mil +US$ 11 mil +26 Nova
MASECO Private Wealth
1925
MASECO Private Wealth
US$ 10,6 mil +US$ 8,02 mil +19 +271%
75 76
77
78 79