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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
UMB Bank
601
UMB Bank
Missouri
US$ 603 mil +US$ 5,97 mil +49 +1%
Elevation Wealth Partners
602
Elevation Wealth Partners
California
US$ 603 mil +US$ 38,4 mil +315 +7%
Plato Investment Management
603
Plato Investment Management
Australia
US$ 602 mil -US$ 251 mil -2.057 -31%
Capstone Investment Advisors
604
Capstone Investment Advisors
New York
US$ 591 mil +US$ 328 mil +2.692 +153%
CX Institutional
605
CX Institutional
Indiana
US$ 591 mil +US$ 73,5 mil +603 +16%
Fiduciary Trust
606
Fiduciary Trust
Massachusetts
US$ 586 mil -US$ 36,1 mil -296 -6%
Clean Yield Group
607
Clean Yield Group
Vermont
US$ 583 mil – – –
Certuity
608
Certuity
Florida
US$ 582 mil +US$ 228 mil +1.870 +74%
KPP Advisory Services
609
KPP Advisory Services
Kentucky
US$ 582 mil +US$ 12,6 mil +103 +2%
Savant Capital
610
Savant Capital
Illinois
US$ 581 mil -US$ 45,4 mil -373 -8%
VestGen Advisors
611
VestGen Advisors
Illinois
US$ 579 mil +US$ 16,6 mil +136 +3%
Whittier Trust
612
Whittier Trust
California
US$ 576 mil -US$ 19 mil -156 -3%
Parcion Private Wealth
613
Parcion Private Wealth
Washington
US$ 571 mil +US$ 53,4 mil +438 +11%
Smartleaf Asset Management
614
Smartleaf Asset Management
Massachusetts
US$ 569 mil – – –
Dara Capital US
615
Dara Capital US
Florida
US$ 569 mil +US$ 427 mil +3.506 +451%
Larson Financial Group
616
Larson Financial Group
Missouri
US$ 568 mil -US$ 392 mil -3.221 -43%
Daymark Wealth Partners
617
Daymark Wealth Partners
Ohio
US$ 560 mil +US$ 47,5 mil +390 +10%
Childress Capital Advisors
618
Childress Capital Advisors
Texas
US$ 558 mil +US$ 512 mil +4.198 Nova
Hantz Financial Services
619
Hantz Financial Services
Michigan
US$ 556 mil -US$ 388 mil -3.182 -43%
Montgomery Investment Management
620
Montgomery Investment Management
Maryland
US$ 551 mil – – –
Bell Investment Advisors
621
Bell Investment Advisors
California
US$ 540 mil -US$ 6,58 mil -54 -1%
Miracle Mile Advisors
622
Miracle Mile Advisors
California
US$ 539 mil -US$ 28,1 mil -231 -5%
Compass Ion Advisors
623
Compass Ion Advisors
Pennsylvania
US$ 538 mil +US$ 487 +4 +0,1%
NBC Securities
624
NBC Securities
Alabama
US$ 534 mil +US$ 202 mil +1.660 +70%
PKO Investment Management Joint-Stock
625
PKO Investment Management Joint-Stock
Poland
US$ 531 mil -US$ 183 mil -1.500 -27%
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