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ícone de TFSL

TFS Financial
TFSL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Smartleaf Asset Management
201
Smartleaf Asset Management
Massachusetts
US$ 3,56 mil – – –
TCM
202
Triumph Capital Management
Colorado
US$ 3,54 mil – – –
JTBR
203
James T. Borello RIA
Illinois
US$ 2,46 mil – – –
AssetMark Inc
204
AssetMark Inc
California
US$ 2,39 mil +US$ 1,68 mil +108 +400%
FFO
205
Fortitude Family Office
Arizona
US$ 2,29 mil +US$ 359 +23 +22%
JFS Wealth Advisors
206
JFS Wealth Advisors
Pennsylvania
US$ 2,27 mil +US$ 702 +45 +54%
IPS
207
Investors Portfolio Services
Washington
US$ 1,97 mil – – –
Rothschild Investment LLC
208
Rothschild Investment LLC
Illinois
US$ 1,86 mil +US$ 1,22 mil +78 +289%
APFP
209
Action Point Financial Planning
Michigan
US$ 1,86 mil +US$ 1,64 mil +105 Nova
IFP Advisors
210
IFP Advisors
Florida
US$ 1,56 mil -US$ 31 -2 -2%
Keating Financial Advisory Services
211
Keating Financial Advisory Services
Kansas
US$ 1,45 mil +US$ 16 +1 +1%
Raffa Wealth Management
212
Raffa Wealth Management
District of Columbia
US$ 1,15 mil – – –
CCMI
213
Creative Capital Management Investments
California
US$ 1,15 mil +US$ 1,01 mil +65 Nova
AW
214
Avion Wealth
Texas
US$ 1 mil – – –
Hantz Financial Services
215
Hantz Financial Services
Michigan
US$ 1 mil – – –
S
216
Sachetta
Massachusetts
US$ 727 +US$ 639 +41 Nova
Bartlett & Co Wealth Management
217
Bartlett & Co Wealth Management
Ohio
US$ 709 – – –
Optiver Holding
218
Optiver Holding
Netherlands
US$ 709 +US$ 624 +40 Nova
Cornerstone Planning Group
219
Cornerstone Planning Group
New Jersey
US$ 677 – – –
Physician Wealth Advisors
220
Physician Wealth Advisors
Utah
US$ 674 – – –
SouthState Corp
221
SouthState Corp
Florida
US$ 532 – – –
RWM
222
Rialto Wealth Management
New York
US$ 532 +US$ 281 +18 +150%
WA
223
WPG Advisers
Maryland
US$ 443 – – –
HIA
224
HFM Investment Advisors
New Jersey
US$ 426 +US$ 203 +13 +118%
BHWM
225
Bay Harbor Wealth Management
Maryland
US$ 408 +US$ 62 +4 +21%
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