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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Okabena Investment Services
951
Okabena Investment Services
Minnesota
US$ 713 mil -US$ 48,9 mil -168 -6%
Tectonic Advisors
952
Tectonic Advisors
Texas
US$ 713 mil +US$ 320 mil +1.099 +82%
BG
953
Bollard Group
Massachusetts
US$ 709 mil +US$ 4,36 mil +15 +0,6%
Heritage Wealth Management (Ohio)
954
Heritage Wealth Management (Ohio)
Ohio
US$ 709 mil -US$ 14,5 mil -50 -2%
LGT Group Foundation
955
LGT Group Foundation
Liechtenstein
US$ 709 mil -US$ 18 mil -62 -3%
Advisor OS
956
Advisor OS
Illinois
US$ 707 mil -US$ 291 -1 -0%
CNB Bank
957
CNB Bank
Pennsylvania
US$ 704 mil -US$ 80,6 mil -277 -10%
Formidable Asset Management
958
Formidable Asset Management
Ohio
US$ 699 mil -US$ 169 mil -581 -19%
Mattern Wealth Management
959
Mattern Wealth Management
Kansas
US$ 695 mil -US$ 21,2 mil -73 -3%
UAML
960
US Asset Management LLC
Pennsylvania
US$ 694 mil – – –
Creative Financial Designs
961
Creative Financial Designs
Indiana
US$ 694 mil -US$ 2,04 mil -7 -0,3%
Flow Traders U.S.
962
Flow Traders U.S.
New York
US$ 692 mil +US$ 687 mil +2.361 Nova
Legacy Advisors
963
Legacy Advisors
Pennsylvania
US$ 690 mil +US$ 250 mil +860 +58%
Tran Capital Management
964
Tran Capital Management
California
US$ 687 mil -US$ 7,8 mi -26.823 -92%
Gladstone Institutional Advisory
965
Gladstone Institutional Advisory
Florida
US$ 686 mil -US$ 21,8 mil -75 -3%
NERM
966
New England Research & Management
Illinois
US$ 682 mil +US$ 676 mil +2.325 Nova
Greenfield Savings Bank
967
Greenfield Savings Bank
Massachusetts
US$ 682 mil – – –
SBI Okasan Asset Management
968
SBI Okasan Asset Management
Japan
US$ 678 mil -US$ 291 mil -1.000 -29%
Carnegie Investment Counsel
969
Carnegie Investment Counsel
Ohio
US$ 678 mil -US$ 18,9 mil -65 -3%
Cary Street Partners
970
Cary Street Partners
Virginia
US$ 677 mil -US$ 49,2 mil -169 -7%
Moody National Bank Trust Division
971
Moody National Bank Trust Division
Texas
US$ 675 mil +US$ 2,62 mil +9 +0,4%
1832 Asset Management
972
1832 Asset Management
Ontario, Canada
US$ 674 mil +US$ 1,16 mil +4 +0,2%
Bryn Mawr Capital Management
973
Bryn Mawr Capital Management
Pennsylvania
US$ 667 mil -US$ 72,7 mil -250 -10%
Flywheel Private Wealth
974
Flywheel Private Wealth
California
US$ 667 mil -US$ 5,82 mil -20 -0,9%
Wealthspire Advisors (New York)
975
Wealthspire Advisors (New York)
New York
US$ 663 mil +US$ 60,8 mil +209 +10%
37 38
39
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