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ícone de WELL

Welltower
WELL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Colonial Trust Advisors
1001
Colonial Trust Advisors
South Carolina
US$ 429 mil – – –
Prosperity Financial Group
1002
Prosperity Financial Group
California
US$ 425 mil +US$ 3,38 mil +16 +0,9%
BWM
1003
Bullock Wealth Management
Indiana
US$ 425 mil +US$ 634 +3 +0,2%
Perennial Investment Advisors
1004
Perennial Investment Advisors
California
US$ 422 mil +US$ 75,9 mil +359 +24%
Financial Management Professionals
1005
Financial Management Professionals
Texas
US$ 421 mil +US$ 1,48 mil +7 +0,4%
Accurate Wealth Management
1006
Accurate Wealth Management
Florida
US$ 418 mil -US$ 4,65 mil -22 -1%
Krilogy Financial
1007
Krilogy Financial
Missouri
US$ 416 mil -US$ 9,09 mil -43 -2%
Rothschild Capital Partners
1008
Rothschild Capital Partners
New York
US$ 413 mil +US$ 1,27 mil +6 +0,3%
Trivium Point Advisory
1009
Trivium Point Advisory
Connecticut
US$ 411 mil +US$ 111 mil +527 +41%
Sompo Asset Management
1010
Sompo Asset Management
Japan
US$ 411 mil +US$ 383 mil +1.810 Nova
Wealth Alliance
1011
Wealth Alliance
New York
US$ 410 mil +US$ 7,82 mil +37 +2%
Asset One Wealth Management
1012
Asset One Wealth Management
Washington
US$ 409 mil +US$ 116 mil +550 +46%
Focused Wealth Management
1013
Focused Wealth Management
New York
US$ 407 mil +US$ 56,9 mil +269 +18%
Diversified Enterprises
1014
Diversified Enterprises
Delaware
US$ 404 mil +US$ 13,7 mil +65 +4%
CH
1015
Cromwell Holdings
Wyoming
US$ 404 mil – – –
Sovran Advisors
1016
Sovran Advisors
California
US$ 400 mil +US$ 1,27 mil +6 +0,4%
Rothschild Investment LLC
1017
Rothschild Investment LLC
Illinois
US$ 398 mil +US$ 6,98 mil +33 +2%
Fortis Group Advisors
1018
Fortis Group Advisors
New Jersey
US$ 397 mil -US$ 15,9 mil -75 -4%
Sowell Financial Services
1019
Sowell Financial Services
Arkansas
US$ 397 mil -US$ 4,65 mil -22 -1%
SVB Wealth
1020
SVB Wealth
Massachusetts
US$ 397 mil +US$ 4,86 mil +23 +1%
Regent Peak Wealth Advisors
1021
Regent Peak Wealth Advisors
Georgia
US$ 396 mil +US$ 8,24 mil +39 +2%
Robertson Stephens Wealth Management
1022
Robertson Stephens Wealth Management
California
US$ 395 mil -US$ 8,67 mil -41 -2%
Cercano Management
1023
Cercano Management
Washington
US$ 394 mil – – –
Register Financial Advisors
1024
Register Financial Advisors
Georgia
US$ 394 mil – – –
Diversify Wealth Management
1025
Diversify Wealth Management
Utah
US$ 390 mil +US$ 86 mil +407 +35%
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