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ícone de UVSP

Univest Financial
UVSP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
AmeriFlex Group
201
AmeriFlex Group
Nevada
US$ 3,54 mil +US$ 3,17 mil +81 Nova
Simplex Trading
202
Simplex Trading
Illinois
US$ 3,06 mil +US$ 2,74 mil +70 Nova
Picton Mahoney Asset Management
203
Picton Mahoney Asset Management
Ontario, Canada
US$ 3,02 mil +US$ 2,7 mil +69 Nova
Private Trust Company
204
Private Trust Company
Ohio
US$ 2,71 mil – – –
IAIM
205
International Assets Investment Management
Florida
US$ 2,35 mil – – –
Rossby Financial
206
Rossby Financial
Florida
US$ 2,19 mil – – –
True Wealth Design
207
True Wealth Design
Ohio
US$ 1,97 mil -US$ 470 -12 -21%
Larson Financial Group
208
Larson Financial Group
Missouri
US$ 1,97 mil – – –
Silver Grove Financial Group
209
Silver Grove Financial Group
New York
US$ 1,92 mil +US$ 1,72 mil +44 Nova
Basecamp Wealth Advisors
210
Basecamp Wealth Advisors
Washington
US$ 1,79 mil +US$ 431 +11 +37%
AssetMark Inc
211
AssetMark Inc
California
US$ 1,66 mil +US$ 1,49 mil +38 Nova
Raffa Wealth Management
212
Raffa Wealth Management
District of Columbia
US$ 1,44 mil – – –
Versant Capital Management
213
Versant Capital Management
Arizona
US$ 1,44 mil – – –
SJS Investment Consulting
214
SJS Investment Consulting
Ohio
US$ 1,09 mil +US$ 235 +6 +32%
Covestor
215
Covestor
United Kingdom
US$ 1 mil +US$ 157 +4 +57%
Clearstead Advisors
216
Clearstead Advisors
Ohio
US$ 832 +US$ 744 +19 Nova
Fortitude Family Office
217
Fortitude Family Office
Arizona
US$ 700 +US$ 627 +16 Nova
Wealth Enhancement Trust Services
218
Wealth Enhancement Trust Services
South Dakota
US$ 569 +US$ 509 +13 Nova
Stone House Investment Management
219
Stone House Investment Management
Pennsylvania
US$ 350 – – –
SBI Securities
220
SBI Securities
Japan
US$ 219 – – –
GHP Investment Advisors
221
GHP Investment Advisors
Colorado
US$ 88 – – –
JPL Wealth Management
222
JPL Wealth Management
Colorado
US$ 44 – – –
TFC Financial Management
223
TFC Financial Management
Massachusetts
US$ 44 – – –
Endeavour Capital Advisors
224
Endeavour Capital Advisors
Connecticut
– -US$ 4,75 mi -138.587 Encerrada
Citadel Advisors
225
Citadel Advisors
Florida
– -US$ 2,33 mi -67.925 Encerrada
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