Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
LifeSteps Financial
1001
LifeSteps Financial
California
US$ 3,02 mil +US$ 2,8 mil +17 Nova
West Paces Advisors
1002
West Paces Advisors
Georgia
US$ 3,02 mil +US$ 2,8 mil +17 Nova
SIM
1003
Synergy Investment Management
Florida
US$ 2,91 mil +US$ 2,31 mil +14 Nova
CVA Family Office
1004
CVA Family Office
Colorado
US$ 2,84 mil -US$ 14,8 mil -90 -85%
Anchor Investment Management
1005
Anchor Investment Management
South Carolina
US$ 2,84 mil -US$ 8,08 mil -49 -75%
Twin Lakes Capital Management
1006
Twin Lakes Capital Management
California
US$ 2,84 mil – – –
Addison Advisors
1007
Addison Advisors
Vermont
US$ 2,66 mil -US$ 1,98 mil -12 -44%
Dogwood Wealth Management
1008
Dogwood Wealth Management
Kansas
US$ 2,66 mil -US$ 824 -5 -25%
Principia Wealth Advisory
1009
Principia Wealth Advisory
Texas
US$ 2,66 mil +US$ 165 +1 +7%
Retirement Wealth Solutions
1010
Retirement Wealth Solutions
Wisconsin
US$ 2,48 mil – – –
Valued Wealth Advisors
1011
Valued Wealth Advisors
Utah
US$ 2,48 mil – – –
Westside Investment Management
1012
Westside Investment Management
California
US$ 2,48 mil – – –
Fortitude Family Office
1013
Fortitude Family Office
Arizona
US$ 2,48 mil +US$ 1,15 mil +7 +100%
Planning Strategies
1014
Planning Strategies
Pennsylvania
US$ 2,48 mil +US$ 2,31 mil +14 Nova
Copia Wealth Management
1015
Copia Wealth Management
Oregon
US$ 2,31 mil – – –
Nemes Rush Group
1016
Nemes Rush Group
Michigan
US$ 2,31 mil – – –
Banque Cantonale Vaudoise
1017
Banque Cantonale Vaudoise
Switzerland
US$ 2,14 mil +US$ 431 mil +2.614 +28%
Creative Financial Designs
1018
Creative Financial Designs
Indiana
US$ 2,13 mil +US$ 824 +5 +71%
American Capital Advisory
1019
American Capital Advisory
Idaho
US$ 2,13 mil +US$ 1,32 mil +8 +200%
Abound Wealth Management
1020
Abound Wealth Management
Tennessee
US$ 2,13 mil +US$ 1,98 mil +12 Nova
Lloyd Advisory Services
1021
Lloyd Advisory Services
Georgia
US$ 2,13 mil +US$ 1,98 mil +12 Nova
Prestige Wealth Management Group
1022
Prestige Wealth Management Group
New Jersey
US$ 1,95 mil +US$ 1,81 mil +11 Nova
Highland Investment Advisors
1023
Highland Investment Advisors
Florida
US$ 1,95 mil +US$ 1,81 mil +11 Nova
CFP
1024
Comprehensive Financial Planning
Pennsylvania
US$ 1,78 mil +US$ 1,65 mil +10 Nova
Kilter Group
1025
Kilter Group
New York
US$ 1,78 mil +US$ 1,65 mil +10 Nova