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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Twele Capital Management
5701
Twele Capital Management
Minnesota
US$ 740 mil +US$ 286 +1 +0%
Lawson Kroeker Investment Management
5702
Lawson Kroeker Investment Management
Nebraska
US$ 738 mil -US$ 71,5 mil -250 -9%
Thryve Wealth Management
5703
Thryve Wealth Management
Texas
US$ 737 mil -US$ 799 mil -2.793 -52%
Layline Advisors
5704
Layline Advisors
New York
US$ 735 mil +US$ 70,4 mil +246 +11%
John W. Brooker & Co
5705
John W. Brooker & Co
California
US$ 733 mil +US$ 60,9 mil +213 +9%
Morton Community Bank
5706
Morton Community Bank
Illinois
US$ 733 mil – – –
TKG Advisors
5707
TKG Advisors
Indiana
US$ 732 mil -US$ 315 mil -1.103 -30%
Topel & Distasi Wealth Management
5708
Topel & Distasi Wealth Management
California
US$ 731 mil -US$ 341 mil -1.192 -32%
Unison Advisors
5709
Unison Advisors
District of Columbia
US$ 731 mil +US$ 17,4 mil +61 +2%
Piedmont Capital Management (Montana)
5710
Piedmont Capital Management (Montana)
Montana
US$ 729 mil +US$ 57,2 mil +200 +9%
Northeast Planning Associates NH
5711
Northeast Planning Associates NH
New Hampshire
US$ 729 mil +US$ 35,8 mil +125 +4%
Triune Financial Partners
5712
Triune Financial Partners
Kansas
US$ 728 mil +US$ 213 mil +744 +42%
Hunter Perkins Capital Management
5713
Hunter Perkins Capital Management
Illinois
US$ 727 mil -US$ 572 mil -2.000 -44%
Dahring Cusmano
5714
Dahring Cusmano
Michigan
US$ 725 mil +US$ 107 mil +374 +18%
Scratch Capital
5715
Scratch Capital
Idaho
US$ 722 mil +US$ 74,1 mil +259 +12%
DMKJ
5716
David M. Knott Jr
US$ 722 mil – – –
Pearl Planning
5717
Pearl Planning
Michigan
US$ 719 mil +US$ 4,29 mil +15 +0,6%
Imprint Wealth
5718
Imprint Wealth
South Carolina
US$ 718 mil -US$ 104 mil -362 -13%
WT
5719
WHI Trust
Illinois
US$ 718 mil -US$ 4,86 mil -17 -0,7%
Strategic Equity Management
5720
Strategic Equity Management
Arizona
US$ 718 mil – – –
Retirement Wealth Solutions
5721
Retirement Wealth Solutions
Wisconsin
US$ 717 mil +US$ 1,14 mil +4 +0,2%
Cultivar Capital
5722
Cultivar Capital
Texas
US$ 716 mil +US$ 210 mil +733 +42%
Shearwater Capital
5723
Shearwater Capital
Colorado
US$ 713 mil -US$ 89 mil -311 -11%
Resolute Wealth Advisor
5724
Resolute Wealth Advisor
Ohio
US$ 711 mil – – –
Envision Financial
5725
Envision Financial
Wisconsin
US$ 709 mil – – –
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