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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Atom Investors
851
Atom Investors
Texas
US$ 939 mil +US$ 931 mil +3.202 Nova
Personal CFO Solutions
852
Personal CFO Solutions
New Jersey
US$ 936 mil -US$ 35,5 mil -122 -4%
Lee Financial
853
Lee Financial
Texas
US$ 928 mil +US$ 921 mil +3.165 Nova
Insigneo Advisory Services
854
Insigneo Advisory Services
Florida
US$ 925 mil -US$ 15,7 mil -54 -2%
Valmark Advisers
855
Valmark Advisers
Ohio
US$ 924 mil +US$ 12,8 mil +44 +1%
Studio Investment Management
856
Studio Investment Management
Illinois
US$ 918 mil +US$ 8,14 mil +28 +0,9%
Stonebrook Private
857
Stonebrook Private
Michigan
US$ 916 mil -US$ 24,7 mil -85 -3%
Journey Retirement Planning & Investment Management
858
Journey Retirement Planning & Investment Management
Idaho
US$ 914 mil +US$ 18,3 mil +63 +2%
Connor, Clark & Lunn Investment Management (CC&L)
859
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$ 912 mil +US$ 905 mil +3.111 Nova
Crux Wealth Advisors
860
Crux Wealth Advisors
California
US$ 911 mil -US$ 46,2 mil -159 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
861
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$ 909 mil – – –
ZEGA Investments
862
ZEGA Investments
Florida
US$ 904 mil -US$ 22,1 mil -76 -2%
J.M. Forbes & Co
863
J.M. Forbes & Co
Massachusetts
US$ 900 mil – – –
Wedmont Private Capital
864
Wedmont Private Capital
Pennsylvania
US$ 897 mil +US$ 19,5 mil +67 +2%
Evergreen Capital Management
865
Evergreen Capital Management
Washington
US$ 895 mil -US$ 41,6 mil -143 -4%
Legacy Private Trust
866
Legacy Private Trust
Wisconsin
US$ 892 mil – – –
Daymark Wealth Partners
867
Daymark Wealth Partners
Ohio
US$ 892 mil -US$ 749 mil -2.575 -46%
Widmann Financial Services
868
Widmann Financial Services
Maryland
US$ 887 mil -US$ 75,3 mil -259 -8%
SIA
869
Schear Investment Advisers
Ohio
US$ 886 mil – – –
NBC Securities
870
NBC Securities
Alabama
US$ 885 mil +US$ 63,4 mil +218 +8%
Mirabaud & Cie
871
Mirabaud & Cie
Switzerland
US$ 885 mil -US$ 582 mil -2.000 -40%
Invera Wealth Advisors
872
Invera Wealth Advisors
Oregon
US$ 882 mil -US$ 18,3 mil -63 -2%
McLaughlin Asset Management
873
McLaughlin Asset Management
Illinois
US$ 882 mil +US$ 875 mil +3.009 Nova
Vista Capital Partners
874
Vista Capital Partners
Oregon
US$ 882 mil +US$ 10,5 mil +36 +1%
Triangle Securities Wealth Management
875
Triangle Securities Wealth Management
North Carolina
US$ 880 mil -US$ 2,91 mil -10 -0,3%
33 34
35
36 37