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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Silver Grove Financial Group
1626
Silver Grove Financial Group
New York
US$ 26,5 mil +US$ 26,2 mil +90 Nova
James T. Borello RIA
1627
James T. Borello RIA
Illinois
US$ 26,4 mil +US$ 3,2 mil +11 +14%
Owl Creek Wealth Partners
1628
Owl Creek Wealth Partners
Colorado
US$ 26,1 mil -US$ 2,91 mil -10 -10%
Evolution Wealth Management
1629
Evolution Wealth Management
Florida
US$ 25,5 mil – – –
Pension & Wealth Management Advisors
1630
Pension & Wealth Management Advisors
Massachusetts
US$ 25,2 mil +US$ 291 +1 +1%
APFP
1631
Action Point Financial Planning
Michigan
US$ 25,2 mil +US$ 25,6 mil +88 Nova
Hager Investment Management Services
1632
Hager Investment Management Services
New Hampshire
US$ 24,9 mil – – –
Manning & Napier Advisors
1633
Manning & Napier Advisors
New York
US$ 24,9 mil – – –
Golden State Equity Partners
1634
Golden State Equity Partners
California
US$ 24,6 mil -US$ 516 mil -1.774 -95%
B
1635
Bayban
Minnesota
US$ 24,3 mil – – –
Delos Wealth Advisors
1636
Delos Wealth Advisors
Texas
US$ 23,7 mil -US$ 125 mil -430 -84%
Cornerstone Planning Group
1637
Cornerstone Planning Group
New Jersey
US$ 22,9 mil -US$ 4,36 mil -15 -16%
Virginia Estate & Retirement Planning Advisors
1638
Virginia Estate & Retirement Planning Advisors
Virginia
US$ 22,3 mil – – –
Ulland Investment Advisors
1639
Ulland Investment Advisors
Minnesota
US$ 22 mil – – –
Main Street Group
1640
Main Street Group
Virginia
US$ 22 mil -US$ 5,24 mil -18 -19%
Mark Sheptoff Financial Planning
1641
Mark Sheptoff Financial Planning
Connecticut
US$ 22 mil – – –
Edmond de Rothschild Holding
1642
Edmond de Rothschild Holding
Switzerland
US$ 21,4 mil – – –
High Note Wealth
1643
High Note Wealth
Minnesota
US$ 20,8 mil +US$ 1,45 mil +5 +8%
Joseph Group Capital Management
1644
Joseph Group Capital Management
Ohio
US$ 19,9 mil -US$ 2,91 mil -10 -13%
Aspect Partners
1645
Aspect Partners
Virginia
US$ 19,6 mil +US$ 7,85 mil +27 +68%
Raleigh Capital Management
1646
Raleigh Capital Management
North Carolina
US$ 19,1 mil – – –
JPL Wealth Management
1647
JPL Wealth Management
Colorado
US$ 18,2 mil +US$ 1,74 mil +6 +11%
Vision Financial Markets
1648
Vision Financial Markets
Connecticut
US$ 17,9 mil -US$ 29,1 mil -100 -62%
JNBA Financial Advisors
1649
JNBA Financial Advisors
Minnesota
US$ 17,9 mil – – –
Orion Capital Management
1650
Orion Capital Management
California
US$ 17,9 mil – – –
64 65
66
67 68