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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Ritholtz Wealth Management
1126
Ritholtz Wealth Management
New York
US$ 448 mil -US$ 16,6 mil -57 -4%
Badgley Phelps Wealth Managers
1127
Badgley Phelps Wealth Managers
Washington
US$ 447 mil -US$ 39,8 mil -137 -8%
Continuum Advisory
1128
Continuum Advisory
Idaho
US$ 447 mil +US$ 94,8 mil +326 +27%
Waterloo Capital
1129
Waterloo Capital
Texas
US$ 445 mil -US$ 140 mil -481 -24%
Advisory Alpha
1130
Advisory Alpha
Michigan
US$ 443 mil +US$ 439 mil +1.511 Nova
Tufton Capital Management
1131
Tufton Capital Management
Maryland
US$ 442 mil – – –
Bernicke Wealth Management
1132
Bernicke Wealth Management
Wisconsin
US$ 441 mil -US$ 86,4 mil -297 -17%
WBH Advisory
1133
WBH Advisory
Maryland
US$ 440 mil -US$ 11,6 mil -40 -3%
Acima Private Wealth
1134
Acima Private Wealth
Virginia
US$ 440 mil – – –
Arcataur Capital Management
1135
Arcataur Capital Management
Wisconsin
US$ 439 mil – – –
Rowlandmiller & Partners
1136
Rowlandmiller & Partners
Georgia
US$ 438 mil – – –
Resurgent Financial Advisors
1137
Resurgent Financial Advisors
Georgia
US$ 436 mil +US$ 9,6 mil +33 +2%
Letson Investment Management
1138
Letson Investment Management
Georgia
US$ 433 mil – – –
Cidel Asset Management
1139
Cidel Asset Management
Ontario, Canada
US$ 431 mil +US$ 23 mil +79 +6%
Evercore Wealth Management
1140
Evercore Wealth Management
New York
US$ 431 mil -US$ 3,49 mil -12 -0,8%
PT
1141
Plimoth Trust
Massachusetts
US$ 429 mil -US$ 29,4 mil -101 -6%
Wealth Alliance
1142
Wealth Alliance
New York
US$ 429 mil -US$ 12,2 mil -42 -3%
Cary Street Partners Investment Advisory
1143
Cary Street Partners Investment Advisory
Virginia
US$ 429 mil -US$ 13,1 mil -45 -3%
Essex Savings Bank
1144
Essex Savings Bank
Connecticut
US$ 429 mil -US$ 873 -3 -0,2%
Brandywine Oak Private Wealth
1145
Brandywine Oak Private Wealth
Pennsylvania
US$ 427 mil +US$ 582 +2 +0,1%
HUB Investment Partners
1146
HUB Investment Partners
Texas
US$ 426 mil +US$ 93,9 mil +323 +29%
Gen-Wealth Partners
1147
Gen-Wealth Partners
Michigan
US$ 425 mil -US$ 39 mil -134 -8%
DT Investment Partners
1148
DT Investment Partners
Pennsylvania
US$ 425 mil – – –
Cornell Pochily Investment Advisors
1149
Cornell Pochily Investment Advisors
New York
US$ 422 mil -US$ 56,4 mil -194 -12%
Summit Wealth Partners
1150
Summit Wealth Partners
Florida
US$ 419 mil -US$ 7,27 mil -25 -2%
44 45
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