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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Soltis Investment Advisors
1201
Soltis Investment Advisors
Utah
US$ 379 mil -US$ 5,24 mil -18 -1%
Jeppson Wealth Management
1202
Jeppson Wealth Management
California
US$ 378 mil -US$ 43 mil -148 -10%
Guardian Wealth Advisors (Minnesota)
1203
Guardian Wealth Advisors (Minnesota)
Minnesota
US$ 376 mil +US$ 11,3 mil +39 +3%
Welch Group
1204
Welch Group
Alabama
US$ 376 mil – – –
Cerro Pacific Wealth Advisors
1205
Cerro Pacific Wealth Advisors
California
US$ 375 mil -US$ 74,7 mil -257 -17%
Snowwater Investment Partners
1206
Snowwater Investment Partners
Connecticut
US$ 374 mil -US$ 3,78 mil -13 -1%
Brown Miller Wealth Management
1207
Brown Miller Wealth Management
Virginia
US$ 374 mil – – –
Vision Capital Management
1208
Vision Capital Management
Oregon
US$ 374 mil – – –
Malaga Cove Capital
1209
Malaga Cove Capital
California
US$ 372 mil -US$ 7,56 mil -26 -2%
L2 Asset Management
1210
L2 Asset Management
Massachusetts
US$ 372 mil +US$ 26,8 mil +92 +8%
Traynor Capital Management
1211
Traynor Capital Management
Pennsylvania
US$ 371 mil -US$ 4,65 mil -16 -1%
H&H Retirement Design & Management
1212
H&H Retirement Design & Management
Nevada
US$ 371 mil -US$ 291 -1 -0,1%
Fisher Asset Management
1213
Fisher Asset Management
Washington
US$ 371 mil -US$ 25,6 mil -88 -7%
Clark Capital Management Group
1214
Clark Capital Management Group
Pennsylvania
US$ 371 mil -US$ 2,04 mil -7 -0,6%
White Pine Capital
1215
White Pine Capital
Minnesota
US$ 371 mil +US$ 873 +3 +0,2%
Ames National Corp
1216
Ames National Corp
Iowa
US$ 369 mil -US$ 7,27 mil -25 -2%
Powers Advisory Group
1217
Powers Advisory Group
Illinois
US$ 369 mil -US$ 12,5 mil -43 -3%
SHP Wealth Management
1218
SHP Wealth Management
Massachusetts
US$ 367 mil +US$ 338 mil +1.161 +1.262%
Frec Markets Inc
1219
Frec Markets Inc
California
US$ 367 mil +US$ 127 mil +437 +54%
Lantern Wealth Advisors
1220
Lantern Wealth Advisors
New York
US$ 366 mil – – –
Sterneck Capital Management
1221
Sterneck Capital Management
Missouri
US$ 364 mil – – –
Waldron Private Wealth
1222
Waldron Private Wealth
Pennsylvania
US$ 364 mil +US$ 46,8 mil +161 +15%
LVM Capital Management
1223
LVM Capital Management
Michigan
US$ 363 mil – – –
PWMAG
1224
Pinnacle Wealth Management Advisory Group
New Jersey
US$ 362 mil -US$ 44,2 mil -152 -11%
Everhart Financial Group
1225
Everhart Financial Group
Ohio
US$ 361 mil -US$ 91,6 mil -315 -20%
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