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ícone de SRE

Sempra
SRE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Tanglewood Legacy Advisors
1201
Tanglewood Legacy Advisors
Texas
US$ 9,27 mil – – –
Bay Harbor Wealth Management
1202
Bay Harbor Wealth Management
Maryland
US$ 9,09 mil +US$ 1,77 mil +19 +24%
Davis Capital Management
1203
Davis Capital Management
Florida
US$ 9,09 mil +US$ 8,46 mil +91 +1.300%
IMG Wealth Management
1204
IMG Wealth Management
Florida
US$ 8,81 mil +US$ 186 +2 +2%
Elevation Wealth Partners
1205
Elevation Wealth Partners
California
US$ 8,53 mil +US$ 279 +3 +3%
Kilter Group
1206
Kilter Group
New York
US$ 8,44 mil -US$ 837 -9 -9%
Marquette Asset Management
1207
Marquette Asset Management
Minnesota
US$ 8,07 mil -US$ 2,23 mil -24 -22%
Planning Strategies
1208
Planning Strategies
Pennsylvania
US$ 8,07 mil +US$ 8,09 mil +87 Nova
SIM
1209
Synergy Investment Management
Florida
US$ 7,99 mil +US$ 744 +8 +10%
McGuire Capital Advisors
1210
McGuire Capital Advisors
Oklahoma
US$ 7,97 mil -US$ 1,21 mil -13 -13%
Addison Advisors
1211
Addison Advisors
Vermont
US$ 7,6 mil -US$ 2,51 mil -27 -25%
Aspect Partners
1212
Aspect Partners
Virginia
US$ 7,51 mil – – –
Kayne Anderson Rudnick Investment Management
1213
Kayne Anderson Rudnick Investment Management
California
US$ 7,43 mil +US$ 2,7 mil +29 +57%
Hilton Head Capital Partners
1214
Hilton Head Capital Partners
South Carolina
US$ 7,42 mil – – –
J. Safra Asset Management
1215
J. Safra Asset Management
New York
US$ 7,42 mil – – –
Atlas Capital Advisors
1216
Atlas Capital Advisors
Wyoming
US$ 7,42 mil +US$ 4 mil +43 +116%
Duncker Streett & Co
1217
Duncker Streett & Co
Missouri
US$ 7,23 mil -US$ 1,4 mil -15 -16%
Investment Research & Advisory Group
1218
Investment Research & Advisory Group
Georgia
US$ 7,14 mil +US$ 5,58 mil +60 Nova
Roxbury Financial
1219
Roxbury Financial
New Jersey
US$ 6,84 mil – – –
Activest Wealth Management
1220
Activest Wealth Management
Florida
US$ 6,77 mil -US$ 14,4 mil -155 -68%
Orion Capital Management
1221
Orion Capital Management
California
US$ 6,68 mil – – –
Hartford Financial Management
1222
Hartford Financial Management
Connecticut
US$ 6,58 mil -US$ 2,6 mil -28 -28%
Estabrook Capital Management
1223
Estabrook Capital Management
New York
US$ 5,93 mil – – –
Principia Wealth Advisory
1224
Principia Wealth Advisory
Texas
US$ 5,93 mil +US$ 2,51 mil +27 +73%
Caldwell Sutter Capital
1225
Caldwell Sutter Capital
California
US$ 5,47 mil – – –
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