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ícone de SRE

Sempra
SRE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
West Paces Advisors
601
West Paces Advisors
Georgia
US$ 747 mil +US$ 73 mil +785 +11%
Clearstead Advisors
602
Clearstead Advisors
Ohio
US$ 746 mil +US$ 138 mil +1.483 +23%
BCG
603
BRIA Capital Group
Florida
US$ 745 mil +US$ 747 mil +8.037 Nova
Venturi Wealth Management
604
Venturi Wealth Management
Texas
US$ 737 mil -US$ 57,3 mil -616 -7%
Gratus Wealth Advisors
605
Gratus Wealth Advisors
Virginia
US$ 736 mil +US$ 738 mil +7.939 Nova
Mesirow Financial Investment Management
606
Mesirow Financial Investment Management
Illinois
US$ 735 mil +US$ 5,02 mil +54 +0,7%
Ignite Planners
607
Ignite Planners
California
US$ 733 mil -US$ 4,84 mil -52 -0,7%
WhitTier Trust Company
608
WhitTier Trust Company
Nevada
US$ 732 mil -US$ 12,1 mil -130 -2%
Crestwood Advisors Group
609
Crestwood Advisors Group
Massachusetts
US$ 724 mil -US$ 104 mil -1.115 -13%
Baker Tilly Wealth Management
610
Baker Tilly Wealth Management
Wisconsin
US$ 721 mil -US$ 53,6 mil -576 -7%
Atomi Financial Group
611
Atomi Financial Group
New York
US$ 713 mil -US$ 48,9 mil -526 -6%
Global Retirement Partners
612
Global Retirement Partners
California
US$ 708 mil +US$ 710 mil +7.636 Nova
AlphaCore Capital
613
AlphaCore Capital
California
US$ 705 mil +US$ 207 mil +2.224 +41%
Advisory Alpha
614
Advisory Alpha
Michigan
US$ 704 mil +US$ 5,39 mil +58 +0,8%
Shelton Capital Management
615
Shelton Capital Management
Colorado
US$ 693 mil +US$ 14,5 mil +156 +2%
Capital Investment Advisors
616
Capital Investment Advisors
Georgia
US$ 692 mil -US$ 4,74 mil -51 -0,7%
Meridian Wealth Management
617
Meridian Wealth Management
Kentucky
US$ 690 mil +US$ 77,8 mil +837 +13%
Patriot Financial Group Insurance Agency
618
Patriot Financial Group Insurance Agency
Massachusetts
US$ 690 mil -US$ 666 mil -7.156 -49%
Advisor OS
619
Advisor OS
Illinois
US$ 689 mil -US$ 40,6 mil -437 -6%
Avantax Planning Partners
620
Avantax Planning Partners
Iowa
US$ 687 mil – – –
Ossiam
621
Ossiam
France
US$ 682 mil +US$ 685 mil +7.360 Nova
Potomac Fund Management
622
Potomac Fund Management
Florida
US$ 679 mil +US$ 7,63 mil +82 +1%
Axxcess Wealth Management
623
Axxcess Wealth Management
California
US$ 679 mil -US$ 17,3 mil -186 -2%
Jacobi Capital Management
624
Jacobi Capital Management
Pennsylvania
US$ 676 mil +US$ 23,1 mil +248 +4%
Harbor Investment Advisory
625
Harbor Investment Advisory
Maryland
US$ 671 mil +US$ 111 mil +1.189 +20%
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