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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cahill Financial Advisors
1051
Cahill Financial Advisors
Minnesota
US$ 550 mil – – –
Founders Financial Alliance
1052
Founders Financial Alliance
North Carolina
US$ 550 mil – – –
Intrua Financial
1053
Intrua Financial
Texas
US$ 549 mil -US$ 274 mil -943 -34%
First Western Trust Bank
1054
First Western Trust Bank
Colorado
US$ 546 mil -US$ 650 mil -2.235 -55%
Neville Rodie & Shaw
1055
Neville Rodie & Shaw
New York
US$ 542 mil – – –
Abbot Financial Management
1056
Abbot Financial Management
Massachusetts
US$ 542 mil +US$ 25 mil +86 +5%
Sequent Asset Management
1057
Sequent Asset Management
Texas
US$ 538 mil -US$ 11,6 mil -40 -2%
ANB Bank
1058
ANB Bank
Colorado
US$ 535 mil -US$ 46,8 mil -161 -8%
Legacy Financial Advisors
1059
Legacy Financial Advisors
Kentucky
US$ 533 mil +US$ 98,3 mil +338 +23%
First County Bank
1060
First County Bank
Connecticut
US$ 533 mil +US$ 4,94 mil +17 +0,9%
Legacy Capital Wealth Partners
1061
Legacy Capital Wealth Partners
Arkansas
US$ 533 mil -US$ 114 mil -393 -18%
1834 Investment Advisors
1062
1834 Investment Advisors
Wisconsin
US$ 532 mil – – –
CFMC
1063
Curbstone Financial Management Corp
New Hampshire
US$ 531 mil – – –
Souders Financial Advisors
1064
Souders Financial Advisors
Ohio
US$ 528 mil -US$ 69,8 mil -240 -12%
Traphagen Investment Advisors
1065
Traphagen Investment Advisors
New Jersey
US$ 528 mil -US$ 64,9 mil -223 -11%
JMAC Enterprises
1066
JMAC Enterprises
Pennsylvania
US$ 528 mil – – –
Westbourne Investment Advisors
1067
Westbourne Investment Advisors
Maryland
US$ 528 mil – – –
CCC
1068
Chelsea Counsel Company
California
US$ 525 mil -US$ 2,04 mil -7 -0,4%
Bridges Investment Management
1069
Bridges Investment Management
Nebraska
US$ 524 mil -US$ 59 mil -203 -10%
Berkshire Bank
1070
Berkshire Bank
Massachusetts
US$ 518 mil – – –
Pinnacle Associates
1071
Pinnacle Associates
New York
US$ 518 mil -US$ 174 mil -599 -25%
GWM
1072
Gibbs Wealth Management
Georgia
US$ 517 mil -US$ 18,6 mil -64 -4%
Colton Groome Financial Advisors
1073
Colton Groome Financial Advisors
North Carolina
US$ 517 mil +US$ 53,5 mil +184 +12%
MAM
1074
Mystic Asset Management
Rhode Island
US$ 517 mil -US$ 42,5 mil -146 -8%
Livforsakringsbolaget Skandia
1075
Livforsakringsbolaget Skandia
Sweden
US$ 516 mil – – –
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