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UBER

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Jamison Private Wealth Management
1851
Jamison Private Wealth Management
Georgia
US$ 327 mil +US$ 4,47 mil +61 +1%
Philip James Wealth Mangement
1852
Philip James Wealth Mangement
Georgia
US$ 326 mil -US$ 107 mil -1.455 -24%
Everpar Advisors
1853
Everpar Advisors
Oklahoma
US$ 326 mil -US$ 39,4 mil -537 -11%
Aspen Investment Management
1854
Aspen Investment Management
Michigan
US$ 325 mil – – –
Insight Advisors
1855
Insight Advisors
Pennsylvania
US$ 325 mil -US$ 42,8 mil -584 -11%
iSAM Funds (UK)
1856
iSAM Funds (UK)
United Kingdom
US$ 325 mil +US$ 330 mil +4.500 Nova
Shepherd Wealth Management
1857
Shepherd Wealth Management
Ohio
US$ 324 mil – – –
AIS
1858
AM Investment Strategies
Tennessee
US$ 324 mil – – –
Pension & Wealth Management Advisors
1859
Pension & Wealth Management Advisors
Massachusetts
US$ 323 mil -US$ 73,3 mil -1.000 -18%
Caldwell Trust
1860
Caldwell Trust
Florida
US$ 323 mil +US$ 55,6 mil +758 +20%
Aventura Private Wealth
1861
Aventura Private Wealth
Florida
US$ 322 mil -US$ 37,5 mil -512 -10%
Stiles Financial Services
1862
Stiles Financial Services
Minnesota
US$ 322 mil +US$ 327 mil +4.462 Nova
Venturi Wealth Management
1863
Venturi Wealth Management
Texas
US$ 322 mil -US$ 65 mil -886 -17%
Opal Wealth Advisors
1864
Opal Wealth Advisors
New York
US$ 321 mil -US$ 3,37 mil -46 -1%
Brian Low Financial Group
1865
Brian Low Financial Group
Louisiana
US$ 321 mil +US$ 5,57 mil +76 +2%
FFA
1866
Florida Financial Advisors
Florida
US$ 321 mil -US$ 36 mil -491 -10%
Purus Wealth Management
1867
Purus Wealth Management
California
US$ 319 mil +US$ 3,67 mil +50 +1%
Corient IA
1868
Corient IA
Florida
US$ 318 mil – – –
Register Financial Advisors
1869
Register Financial Advisors
Georgia
US$ 317 mil +US$ 73,3 mil +1.000 +29%
KCM Investment Advisors
1870
KCM Investment Advisors
California
US$ 317 mil -US$ 31,9 mil -435 -9%
Texas Capital Bank Wealth Management Services
1871
Texas Capital Bank Wealth Management Services
Texas
US$ 316 mil -US$ 152 mil -2.069 -32%
APFP
1872
Action Point Financial Planning
Michigan
US$ 315 mil +US$ 321 mil +4.372 Nova
Eastern Bank
1873
Eastern Bank
Massachusetts
US$ 314 mil -US$ 244 mil -3.329 -43%
Aureus Asset Management
1874
Aureus Asset Management
Massachusetts
US$ 314 mil – – –
Roberts Wealth Advisors
1875
Roberts Wealth Advisors
California
US$ 313 mil – – –
73 74
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76 77