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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Stonebridge Capital Advisors
1026
Stonebridge Capital Advisors
Minnesota
US$ 587 mil -US$ 4,94 mil -17 -0,8%
BRWM
1027
Blue Rock Wealth Management
North Carolina
US$ 586 mil – – –
Partnership Wealth Management
1028
Partnership Wealth Management
Maryland
US$ 586 mil – – –
Center for Financial Planning
1029
Center for Financial Planning
Michigan
US$ 586 mil -US$ 1,45 mil -5 -0,2%
MCM
1030
Magnolia Capital Management
New York
US$ 586 mil -US$ 11,6 mil -40 -2%
Checchi Capital Advisers
1031
Checchi Capital Advisers
California
US$ 585 mil -US$ 582 -2 -0,1%
Revolve Wealth Partners
1032
Revolve Wealth Partners
New Jersey
US$ 585 mil +US$ 2,62 mil +9 +0,5%
ORG Wealth Partners
1033
ORG Wealth Partners
Texas
US$ 582 mil -US$ 35,8 mil -123 -6%
Defined Wealth Management
1034
Defined Wealth Management
Oregon
US$ 580 mil -US$ 582 -2 -0,1%
Middleton & Co
1035
Middleton & Co
Massachusetts
US$ 580 mil -US$ 43,6 mil -150 -7%
Tandem Capital Management
1036
Tandem Capital Management
New Jersey
US$ 579 mil +US$ 144 mil +495 +33%
Alan B. Lancz & Associates
1037
Alan B. Lancz & Associates
Ohio
US$ 578 mil – – –
Armis Advisers
1038
Armis Advisers
Georgia
US$ 578 mil +US$ 55 mil +189 +11%
Total Wealth Planning & Management
1039
Total Wealth Planning & Management
Florida
US$ 577 mil +US$ 15,4 mil +53 +3%
AAM
1040
AR Asset Management
California
US$ 576 mil – – –
Flagship Harbor Advisors
1041
Flagship Harbor Advisors
Massachusetts
US$ 574 mil -US$ 26,5 mil -91 -4%
Kennedy Investment Group
1042
Kennedy Investment Group
New Jersey
US$ 573 mil -US$ 6,11 mil -21 -1%
Empirical Wealth Management
1043
Empirical Wealth Management
Washington
US$ 569 mil +US$ 97,1 mil +334 +21%
Ashton Thomas Securities
1044
Ashton Thomas Securities
New York
US$ 567 mil +US$ 89,6 mil +308 +19%
Chesapeake Capital Corp
1045
Chesapeake Capital Corp
Florida
US$ 567 mil +US$ 562 mil +1.934 Nova
Aaron Wealth Advisors
1046
Aaron Wealth Advisors
Illinois
US$ 561 mil +US$ 224 mil +770 +67%
Stoneridge Investment Partners
1047
Stoneridge Investment Partners
Pennsylvania
US$ 558 mil +US$ 550 mil +1.892 Nova
Thrive Wealth Management
1048
Thrive Wealth Management
Pennsylvania
US$ 557 mil -US$ 7,85 mil -27 -1%
EPG Wealth Management
1049
EPG Wealth Management
Georgia
US$ 553 mil -US$ 27 mil -93 -5%
Wealth Science Advisors
1050
Wealth Science Advisors
Georgia
US$ 553 mil +US$ 517 mil +1.779 +1.663%
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