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ícone de WAFD

WaFd
WAFD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Allworth Financial
251
Allworth Financial
California
US$ 3,72 mil +US$ 599 +17 +21%
Quarry LP
252
Quarry LP
New York
US$ 3,07 mil +US$ 2,82 mil +80 Nova
Kelleher Financial Advisors
253
Kelleher Financial Advisors
New York
US$ 2,76 mil +US$ 2,54 mil +72 Nova
Fortitude Family Office
254
Fortitude Family Office
Arizona
US$ 2,61 mil +US$ 35 +1 +1%
Cornerstone Planning Group
255
Cornerstone Planning Group
New Jersey
US$ 2,57 mil – – –
JFS Wealth Advisors
256
JFS Wealth Advisors
Pennsylvania
US$ 2,38 mil +US$ 704 +20 +48%
Valued Wealth Advisors
257
Valued Wealth Advisors
Utah
US$ 2,19 mil +US$ 2,01 mil +57 Nova
Creative Financial Designs
258
Creative Financial Designs
Indiana
US$ 2,11 mil – – –
Farmers & Merchants Investments Inc
259
Farmers & Merchants Investments Inc
Nebraska
US$ 1,73 mil – – –
APFP
260
Action Point Financial Planning
Michigan
US$ 1,61 mil +US$ 1,51 mil +43 Nova
Ankerstar Wealth
261
Ankerstar Wealth
Texas
US$ 1,57 mil – – –
Principia Wealth Advisory
262
Principia Wealth Advisory
Texas
US$ 1,38 mil +US$ 1,27 mil +36 Nova
Parkside Financial Bank & Trust
263
Parkside Financial Bank & Trust
Missouri
US$ 1,08 mil – – –
Creative Capital Management Investments
264
Creative Capital Management Investments
California
US$ 1,07 mil +US$ 986 +28 Nova
Covestor
265
Covestor
United Kingdom
US$ 1 mil +US$ 35 +1 +7%
Parallel Advisors
266
Parallel Advisors
California
US$ 998 -US$ 59 mil -1.676 -98%
Prestige Wealth Management Group
267
Prestige Wealth Management Group
New Jersey
US$ 998 -US$ 704 -20 -43%
WPG Advisers
268
WPG Advisers
Maryland
US$ 998 – – –
Plante Moran Financial Advisors
269
Plante Moran Financial Advisors
Michigan
US$ 691 +US$ 634 +18 Nova
Simplex Trading
270
Simplex Trading
Illinois
US$ 690 -US$ 10 mil -284 -94%
Financial Consulate
271
Financial Consulate
Maryland
US$ 614 – – –
Brown, Lisle/Cummings
272
Brown, Lisle/Cummings
Rhode Island
US$ 576 +US$ 528 +15 Nova
DiNuzzo Private Wealth
273
DiNuzzo Private Wealth
Pennsylvania
US$ 538 – – –
HFM Investment Advisors
274
HFM Investment Advisors
New Jersey
US$ 423 +US$ 211 +6 +120%
Bay Harbor Wealth Management
275
Bay Harbor Wealth Management
Maryland
US$ 422 -US$ 35 -1 -8%
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