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ícone de UNM

Unum
UNM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Colonial Trust
701
Colonial Trust
South Carolina
US$ 5,47 mil – – –
High Note Wealth
702
High Note Wealth
Minnesota
US$ 5,18 mil +US$ 1,49 mil +18 +45%
IMA Advisory Services
703
IMA Advisory Services
Colorado
US$ 5,18 mil +US$ 1,66 mil +20 +53%
Rialto Wealth Management
704
Rialto Wealth Management
New York
US$ 4,92 mil +US$ 1,91 mil +23 +72%
DiNuzzo Private Wealth
705
DiNuzzo Private Wealth
Pennsylvania
US$ 4,74 mil – – –
Creative Capital Management Investments
706
Creative Capital Management Investments
California
US$ 4,74 mil +US$ 4,39 mil +53 Nova
Reyes Financial Architecture
707
Reyes Financial Architecture
California
US$ 4,2 mil – – –
CH
708
Cromwell Holdings
Wyoming
US$ 4,11 mil +US$ 1,16 mil +14 +44%
James T. Borello
709
James T. Borello
Illinois
US$ 4,02 mil – – –
Persistent Asset Partners
710
Persistent Asset Partners
Hong Kong
US$ 3,76 mil +US$ 3,48 mil +42 Nova
MidFirst Bank
711
MidFirst Bank
Oklahoma
US$ 3,58 mil – – –
Retirement Wealth Solutions
712
Retirement Wealth Solutions
Wisconsin
US$ 3,58 mil +US$ 497 +6 +18%
Manning & Napier Advisors
713
Manning & Napier Advisors
New York
US$ 3,5 mil +US$ 3,23 mil +39 Nova
Spire Wealth Management
714
Spire Wealth Management
Virginia
US$ 3,49 mil – – –
Bruce G. Allen Investments
715
Bruce G. Allen Investments
Colorado
US$ 3,4 mil – – –
Bay Harbor Wealth Management
716
Bay Harbor Wealth Management
Maryland
US$ 3,4 mil +US$ 663 +8 +27%
Bare Financial Services
717
Bare Financial Services
Pennsylvania
US$ 3,31 mil +US$ 2,32 mil +28 +311%
Bogart Wealth LLC
718
Bogart Wealth LLC
Virginia
US$ 3,22 mil +US$ 994 +12 +50%
SouthState Corp
719
SouthState Corp
Florida
US$ 2,68 mil – – –
Valued Wealth Advisors
720
Valued Wealth Advisors
Utah
US$ 2,63 mil +US$ 166 +2 +7%
Financial Management Professionals
721
Financial Management Professionals
Texas
US$ 2,59 mil – – –
Marquette Asset Management
722
Marquette Asset Management
Minnesota
US$ 2,5 mil – – –
Cornerstone Financial Management
723
Cornerstone Financial Management
Massachusetts
US$ 2,5 mil – – –
SEP
724
Signature Equity Partners
Ohio
US$ 2,41 mil +US$ 166 +2 +8%
Torren Management
725
Torren Management
California
US$ 2,4 mil – – –
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