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ícone de WEX

WEX
WEX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
MassMutual Private Wealth & Trust
351
MassMutual Private Wealth & Trust
Connecticut
US$ 14,2 mil -US$ 296 -2 -2%
IFP Advisors
352
IFP Advisors
Florida
US$ 13,8 mil -US$ 33,6 mil -227 -70%
Central Trust Company
353
Central Trust Company
Missouri
US$ 12,8 mil -US$ 593 -4 -4%
Truvestments Capital
354
Truvestments Capital
Florida
US$ 12 mil -US$ 1,78 mil -12 -12%
Lodestone Wealth Management
355
Lodestone Wealth Management
Washington
US$ 10,4 mil – – –
APFP
356
Action Point Financial Planning
Michigan
US$ 9,7 mil +US$ 10,8 mil +73 Nova
Kelleher Financial Advisors
357
Kelleher Financial Advisors
New York
US$ 9,17 mil – – –
Smithfield Trust
358
Smithfield Trust
Pennsylvania
US$ 9 mil – – –
CVA Family Office
359
CVA Family Office
Colorado
US$ 7,34 mil +US$ 1,48 mil +10 +24%
Frazier Financial Advisors
360
Frazier Financial Advisors
Ohio
US$ 6,07 mil – – –
SignatureFD
361
SignatureFD
Georgia
US$ 5,78 mil -US$ 593 -4 -9%
Picton Mahoney Asset Management
362
Picton Mahoney Asset Management
Ontario, Canada
US$ 5,22 mil +US$ 5,48 mil +37 Nova
West Paces Advisors
363
West Paces Advisors
Georgia
US$ 5,22 mil +US$ 5,48 mil +37 Nova
Capital Advisors Ltd
364
Capital Advisors Ltd
Ohio
US$ 5 mil – – –
Parallel Advisors
365
Parallel Advisors
California
US$ 4,66 mil -US$ 6,67 mil -45 -58%
True Wealth Design
366
True Wealth Design
Ohio
US$ 4,52 mil -US$ 24,7 mil -167 -84%
Rossby Financial
367
Rossby Financial
Florida
US$ 4,52 mil +US$ 296 +2 +7%
Farmers & Merchants Investments Inc
368
Farmers & Merchants Investments Inc
Nebraska
US$ 4,37 mil – – –
Activest Wealth Management
369
Activest Wealth Management
Florida
US$ 4,09 mil -US$ 18,5 mil -125 -81%
JFS Wealth Advisors
370
JFS Wealth Advisors
Pennsylvania
US$ 4,09 mil +US$ 444 +3 +12%
SEP
371
Signature Equity Partners
Ohio
US$ 3,95 mil -US$ 13,5 mil -91 -76%
J. Safra Asset Management
372
J. Safra Asset Management
New York
US$ 3,67 mil +US$ 1,33 mil +9 +53%
Concord Wealth Partners
373
Concord Wealth Partners
Virginia
US$ 3,39 mil +US$ 3,56 mil +24 Nova
Private Trust Company
374
Private Trust Company
Ohio
US$ 3,24 mil – – –
AssetMark Inc
375
AssetMark Inc
California
US$ 3,1 mil -US$ 2,82 mil -19 -46%
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