Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
EAM
1001
Eukles Asset Management
Ohio
US$ 9,5 mil – – –
APFP
1002
Action Point Financial Planning
Michigan
US$ 9,22 mil +US$ 9,46 mil +66 Nova
OAJ
1003
Ogorek Anthony Joseph
New York
US$ 9 mil – – –
Allianz
1004
Allianz
Germany
US$ 8,93 mil +US$ 8,74 mil +61 Nova
Grove Bank & Trust
1005
Grove Bank & Trust
Florida
US$ 8,78 mil – – –
RWM
1006
Rialto Wealth Management
New York
US$ 8,78 mil +US$ 1,72 mil +12 +25%
JWM
1007
JPL Wealth Management
Colorado
US$ 8,64 mil -US$ 2,01 mil -14 -19%
LRI Investments
1008
LRI Investments
Florida
US$ 8,2 mil +US$ 1,72 mil +12 +27%
DF
1009
Dunhill Financial
United Kingdom
US$ 7,63 mil +US$ 3,58 mil +25 +93%
AEPWM
1010
Atlantic Edge Private Wealth Management
Florida
US$ 7,32 mil – – –
Oakworth Capital
1011
Oakworth Capital
Alabama
US$ 7,17 mil -US$ 156 mil -1.091 -96%
Raffa Wealth Management
1012
Raffa Wealth Management
District of Columbia
US$ 7,17 mil +US$ 1,72 mil +12 +32%
SWIM
1013
Smallwood Wealth Investment Management
New Jersey
US$ 7,17 mil – – –
SouthState Corp
1014
SouthState Corp
Florida
US$ 7,03 mil +US$ 573 +4 +9%
Summit Securities Group
1015
Summit Securities Group
New York
US$ 6,88 mil +US$ 2,01 mil +14 +42%
S
1016
Sachetta
Massachusetts
US$ 6,73 mil +US$ 1,15 mil +8 +21%
IMA Advisory Services
1017
IMA Advisory Services
Colorado
US$ 6,73 mil +US$ 1,86 mil +13 +39%
BHWM
1018
Bay Harbor Wealth Management
Maryland
US$ 6,59 mil -US$ 143 -1 -2%
Hughes Financial Services
1019
Hughes Financial Services
Virginia
US$ 6,59 mil +US$ 1,72 mil +12 +36%
CFM
1020
Cornerstone Financial Management
Massachusetts
US$ 6,44 mil – – –
Cassaday & Co Wealth Management
1021
Cassaday & Co Wealth Management
Virginia
US$ 6,3 mil – – –
MSWM
1022
Mowery & Schoenfeld Wealth Management
Illinois
US$ 6 mil – – –
J. Safra Asset Management
1023
J. Safra Asset Management
New York
US$ 5,86 mil – – –
JTBR
1024
James T. Borello RIA
Illinois
US$ 5,71 mil -US$ 1 mil -7 -15%
RF
1025
Rossby Financial
Florida
US$ 5,56 mil -US$ 81 mil -565 -94%