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ícone de TRV

Travelers Companies
TRV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Riversedge Advisors
976
Riversedge Advisors
Delaware
US$ 652 mil +US$ 130 mil +429 +28%
RWA Wealth Partners
977
RWA Wealth Partners
Massachusetts
US$ 648 mil -US$ 22,1 mil -73 -4%
Destination Wealth Management
978
Destination Wealth Management
California
US$ 648 mil -US$ 189 mil -624 -24%
P.J. Schmidt Investment Management (PJS)
979
P.J. Schmidt Investment Management (PJS)
Wisconsin
US$ 647 mil -US$ 5,46 mil -18 -0,9%
Ashton Thomas Securities
980
Ashton Thomas Securities
New York
US$ 647 mil +US$ 317 mil +1.047 +114%
Leavell Investment Management
981
Leavell Investment Management
Alabama
US$ 643 mil – – –
Affinity Investment Advisors
982
Affinity Investment Advisors
California
US$ 642 mil +US$ 20,6 mil +68 +4%
Avidian Wealth Enterprises
983
Avidian Wealth Enterprises
Texas
US$ 641 mil +US$ 17,6 mil +58 +3%
Cahaba Wealth Management
984
Cahaba Wealth Management
Georgia
US$ 639 mil +US$ 7,27 mil +24 +1%
Donaldson Capital Management
985
Donaldson Capital Management
Indiana
US$ 637 mil +US$ 90,9 mil +300 +18%
MIM
986
Marco Investment Management
Georgia
US$ 637 mil – – –
Total Wealth Planning & Management
987
Total Wealth Planning & Management
Florida
US$ 636 mil +US$ 75,2 mil +248 +15%
Mark Sheptoff Financial Planning
988
Mark Sheptoff Financial Planning
Connecticut
US$ 635 mil – – –
Baron Wealth Management
989
Baron Wealth Management
Michigan
US$ 633 mil +US$ 49,4 mil +163 +9%
Advisor OS
990
Advisor OS
Illinois
US$ 631 mil +US$ 140 mil +461 +32%
SYM Financial Corp
991
SYM Financial Corp
Indiana
US$ 630 mil +US$ 47,9 mil +158 +9%
Sax Wealth Advisors
992
Sax Wealth Advisors
New Jersey
US$ 629 mil +US$ 14,2 mil +47 +2%
LSV Asset Management
993
LSV Asset Management
Illinois
US$ 627 mil – – –
Montag & Associates
994
Montag & Associates
Georgia
US$ 626 mil -US$ 2,31 mi -7.612 -80%
Jupiter Asset Management
995
Jupiter Asset Management
United Kingdom
US$ 618 mil -US$ 10,2 mi -33.555 -95%
71 West Capital Partners
996
71 West Capital Partners
Massachusetts
US$ 617 mil +US$ 259 mil +854 +84%
Peak Asset Management
997
Peak Asset Management
Colorado
US$ 617 mil – – –
Stockman Wealth Management
998
Stockman Wealth Management
Montana
US$ 616 mil +US$ 909 +3 +0,2%
Texas Capital Bank Wealth Management Services
999
Texas Capital Bank Wealth Management Services
Texas
US$ 614 mil +US$ 13 mil +43 +2%
Thomasville National Bank
1000
Thomasville National Bank
Georgia
US$ 612 mil +US$ 562 mil +1.853 Nova
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