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ícone de SPGI

S&P Global
SPGI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Texas Capital Bank Wealth Management Services
2201
Texas Capital Bank Wealth Management Services
Texas
– -US$ 219 mil -515 Encerrada
IWN
2202
Independent Wealth Network
Iowa
– -US$ 217 mil -511 Encerrada
IRP
2203
Investment Research Partners
Pennsylvania
– -US$ 216 mil -508 Encerrada
VAM
2204
Verity Asset Management
North Carolina
– -US$ 216 mil -508 Encerrada
Cascade Financial Partners
2205
Cascade Financial Partners
California
– -US$ 216 mil -507 Encerrada
GWM
2206
Greenline Wealth Management
Florida
– -US$ 215 mil -507 Encerrada
PFM
2207
Patton Fund Management
Texas
– -US$ 215 mil -505 Encerrada
MA
2208
Mezzasalma Advisors
New Jersey
– -US$ 214 mil -502 Encerrada
LSV Asset Management
2209
LSV Asset Management
Illinois
– -US$ 213 mil -500 Encerrada
Occidental Asset Management
2210
Occidental Asset Management
California
– -US$ 213 mil -500 Encerrada
PS
2211
Portfolio Strategies
New York
– -US$ 213 mil -500 Encerrada
PCP
2212
Panoramic Capital Partners
Oregon
– -US$ 212 mil -498 Encerrada
RA
2213
Ruggaard & Associates
Ohio
– -US$ 211 mil -496 Encerrada
ELM
2214
Elite Life Management
Florida
– -US$ 206 mil -491 Encerrada
FA
2215
FDx Advisors
Illinois
– -US$ 209 mil -491 Encerrada
Laurel Oak Wealth Management
2216
Laurel Oak Wealth Management
New Jersey
– -US$ 208 mil -490 Encerrada
FI
2217
Finivi Inc
Massachusetts
– -US$ 208 mil -489 Encerrada
FOA
2218
Five Oceans Advisors
California
– -US$ 207 mil -487 Encerrada
TCV Trust & Wealth Management
2219
TCV Trust & Wealth Management
Virginia
– -US$ 207 mil -487 Encerrada
CF
2220
Clarity Financial
Texas
– -US$ 207 mil -486 Encerrada
Montecito Bank & Trust
2221
Montecito Bank & Trust
California
– -US$ 207 mil -486 Encerrada
SRL
2222
Scientech Research LLC
New Jersey
– -US$ 205 mil -482 Encerrada
Bell Bank
2223
Bell Bank
North Dakota
– -US$ 205 mil -481 Encerrada
LFA
2224
LifeGuide Financial Advisors
Pennsylvania
– -US$ 204 mil -480 Encerrada
SIP
2225
Snowwater Investment Partners
Connecticut
– -US$ 203 mil -477 Encerrada
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