Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Valued Wealth Advisors
1951
Valued Wealth Advisors
Utah
US$ 20,1 mil +US$ 2,22 mil +7 +13%
AWM
1952
Aberdeen Wealth Management
Illinois
US$ 18,4 mil +US$ 17,4 mil +55 Nova
Rialto Wealth Management
1953
Rialto Wealth Management
New York
US$ 17,7 mil +US$ 7,61 mil +24 +83%
Hughes Financial Services
1954
Hughes Financial Services
Virginia
US$ 17,7 mil +US$ 3,49 mil +11 +26%
Kennebec Savings Bank
1955
Kennebec Savings Bank
Maine
US$ 17,4 mil – – –
Clearstead Trust
1956
Clearstead Trust
Maine
US$ 17,1 mil – – –
DT Investment Partners
1957
DT Investment Partners
Pennsylvania
US$ 16,7 mil – – –
Old Second National Bank of Aurora
1958
Old Second National Bank of Aurora
Illinois
US$ 16,7 mil +US$ 15,9 mil +50 Nova
Marquette Asset Management
1959
Marquette Asset Management
Minnesota
US$ 16,4 mil – – –
Quest 10 Wealth Builders
1960
Quest 10 Wealth Builders
Virginia
US$ 15,7 mil – – –
CFP
1961
Comprehensive Financial Planning
Pennsylvania
US$ 15,4 mil – – –
Truvestments Capital
1962
Truvestments Capital
Florida
US$ 15,4 mil -US$ 24,4 mil -77 -63%
Stone House Investment Management
1963
Stone House Investment Management
Pennsylvania
US$ 15,1 mil +US$ 317 +1 +2%
Manning & Napier Advisors
1964
Manning & Napier Advisors
New York
US$ 14,7 mil -US$ 3,17 mil -10 -17%
Lugano Financial Advisors SA (LFA)
1965
Lugano Financial Advisors SA (LFA)
Switzerland
US$ 14,7 mil +US$ 14 mil +44 Nova
Triumph Capital Management
1966
Triumph Capital Management
Colorado
US$ 14,1 mil +US$ 317 +1 +2%
Gleason Group
1967
Gleason Group
Kentucky
US$ 14,1 mil +US$ 13,3 mil +42 Nova
Westfuller Advisors
1968
Westfuller Advisors
New York
US$ 13,4 mil +US$ 1,9 mil +6 +18%
MJT & Associates Financial Advisory
1969
MJT & Associates Financial Advisory
Minnesota
US$ 13,4 mil -US$ 5,07 mil -16 -28%
Coastline Trust
1970
Coastline Trust
Rhode Island
US$ 13,4 mil – – –
Evolution Wealth Management
1971
Evolution Wealth Management
Florida
US$ 13,4 mil +US$ 12,7 mil +40 Nova
Premier Financial Group
1972
Premier Financial Group
California
US$ 13,1 mil +US$ 12,4 mil +39 Nova
Winthrop Capital Management
1973
Winthrop Capital Management
Indiana
US$ 13 mil – – –
BWM
1974
Bullock Wealth Management
Indiana
US$ 12,5 mil – – –
High Note Wealth
1975
High Note Wealth
Minnesota
US$ 11,7 mil -US$ 2,22 mil -7 -17%