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ícone de WSFS

WSFS Financial
WSFS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
TM
326
Torren Management
California
US$ 2,42 mil +US$ 72 +1 +3%
Farmers & Merchants Investments Inc
327
Farmers & Merchants Investments Inc
Nebraska
US$ 2,38 mil – – –
BFG
328
Brandywine Financial Group
Tennessee
US$ 2 mil – – –
CCMI
329
Creative Capital Management Investments
California
US$ 1,69 mil +US$ 1,58 mil +22 Nova
Physician Wealth Advisors
330
Physician Wealth Advisors
Utah
US$ 1,15 mil +US$ 1,08 mil +15 Nova
VWA
331
Valued Wealth Advisors
Utah
US$ 1,08 mil +US$ 1 mil +14 Nova
Larson Financial Group
332
Larson Financial Group
Missouri
US$ 1,07 mil – – –
BHWM
333
Bay Harbor Wealth Management
Maryland
US$ 1,07 mil +US$ 143 +2 +17%
CBIZ Investment Advisory Services
334
CBIZ Investment Advisory Services
Ohio
US$ 1,07 mil – – –
C
335
Covestor
United Kingdom
US$ 1 mil -US$ 16,3 mil -227 -96%
DiNuzzo Private Wealth
336
DiNuzzo Private Wealth
Pennsylvania
US$ 921 – – –
North Star Investment Management
337
North Star Investment Management
Illinois
US$ 691 – – –
HIA
338
HFM Investment Advisors
New Jersey
US$ 691 +US$ 287 +4 +80%
Plante Moran Financial Advisors
339
Plante Moran Financial Advisors
Michigan
US$ 691 +US$ 645 +9 Nova
AW
340
Ankerstar Wealth
Texas
US$ 537 – – –
GWM
341
Gilpin Wealth Management
Colorado
US$ 461 – – –
TWD
342
True Wealth Design
Ohio
US$ 307 -US$ 2,29 mil -32 -89%
TD Private Client Wealth
343
TD Private Client Wealth
New York
US$ 307 – – –
LRI Investments
344
LRI Investments
Florida
US$ 307 +US$ 287 +4 Nova
SGFG
345
Silver Grove Financial Group
New York
US$ 307 +US$ 287 +4 Nova
Stone House Investment Management
346
Stone House Investment Management
Pennsylvania
US$ 230 – – –
DCM
347
Davis Capital Management
Florida
US$ 230 +US$ 215 +3 Nova
DF
348
DecisionPoint Financial
Arizona
US$ 157 +US$ 143 +2 Nova
Hughes Financial Services
349
Hughes Financial Services
Virginia
US$ 153 +US$ 143 +2 Nova
DF
350
Dunhill Financial
United Kingdom
US$ 86 – – –
12 13
14
15 16