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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Gilman Hill Asset Management
1226
Gilman Hill Asset Management
Connecticut
US$ 361 mil – – –
HeadInvest LLC
1227
HeadInvest LLC
Maine
US$ 360 mil -US$ 14,5 mil -50 -4%
Keystone Financial Group (Kentucky)
1228
Keystone Financial Group (Kentucky)
Kentucky
US$ 359 mil -US$ 15,7 mil -54 -4%
Quotient Wealth Partners
1229
Quotient Wealth Partners
Texas
US$ 358 mil +US$ 17,2 mil +59 +5%
Smith, Moore & Co
1230
Smith, Moore & Co
Missouri
US$ 358 mil -US$ 2,62 mil -9 -0,7%
Flavin Financial Services
1231
Flavin Financial Services
Florida
US$ 356 mil +US$ 353 mil +1.214 Nova
AA Financial Advisors
1232
AA Financial Advisors
Ohio
US$ 352 mil -US$ 25,9 mil -89 -7%
Petros Family Wealth
1233
Petros Family Wealth
Minnesota
US$ 350 mil +US$ 19,8 mil +68 +6%
First National Bank Sioux Falls
1234
First National Bank Sioux Falls
South Dakota
US$ 350 mil – – –
Simplicity Wealth
1235
Simplicity Wealth
New Jersey
US$ 349 mil -US$ 712 mil -2.447 -67%
Graves Light Lenhart Wealth
1236
Graves Light Lenhart Wealth
Virginia
US$ 348 mil – – –
PDS Planning
1237
PDS Planning
Ohio
US$ 347 mil -US$ 5,82 mil -20 -2%
Legacy Financial Strategies
1238
Legacy Financial Strategies
Kansas
US$ 346 mil -US$ 59 mil -203 -15%
Shelton Capital Management
1239
Shelton Capital Management
Colorado
US$ 346 mil – – –
Fidelity D&D Bancorp
1240
Fidelity D&D Bancorp
Pennsylvania
US$ 346 mil +US$ 13,1 mil +45 +4%
IEQ Capital
1241
IEQ Capital
California
US$ 345 mil +US$ 343 mil +1.178 Nova
Hurlow Wealth Management Group
1242
Hurlow Wealth Management Group
Indiana
US$ 345 mil +US$ 9,02 mil +31 +3%
Beaton Management Company
1243
Beaton Management Company
Massachusetts
US$ 343 mil – – –
Tiemann Investment Advisors
1244
Tiemann Investment Advisors
California
US$ 343 mil +US$ 291 +1 +0,1%
Philadelphia Trust Company
1245
Philadelphia Trust Company
Pennsylvania
US$ 342 mil – – –
Bay Colony Advisors
1246
Bay Colony Advisors
Massachusetts
US$ 340 mil +US$ 291 +1 +0,1%
Riverwater Partners
1247
Riverwater Partners
Wisconsin
US$ 340 mil +US$ 337 mil +1.158 Nova
Essex LLC
1248
Essex LLC
Illinois
US$ 339 mil – – –
Spire Wealth Management
1249
Spire Wealth Management
Virginia
US$ 338 mil -US$ 23 mil -79 -6%
Pine Haven Investment Counsel
1250
Pine Haven Investment Counsel
Massachusetts
US$ 338 mil – – –
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