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APD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Creative Capital Management Investments
1676
Creative Capital Management Investments
California
US$ 12,3 mil +US$ 5,24 mil +18 +75%
DiNuzzo Private Wealth
1677
DiNuzzo Private Wealth
Pennsylvania
US$ 11,7 mil – – –
Riverview Trust Company
1678
Riverview Trust Company
Washington
US$ 11,7 mil – – –
Battery Global Advisors
1679
Battery Global Advisors
Massachusetts
US$ 11,7 mil – – –
Highline Wealth Partners
1680
Highline Wealth Partners
California
US$ 11,2 mil +US$ 1,45 mil +5 +15%
Acumen Wealth Advisors
1681
Acumen Wealth Advisors
Tennessee
US$ 11,1 mil – – –
Delta Asset Management
1682
Delta Asset Management
Tennessee
US$ 11,1 mil – – –
True Wealth Design
1683
True Wealth Design
Ohio
US$ 11,1 mil +US$ 7,56 mil +26 +217%
CFSG
1684
Community Financial Services Group
Vermont
US$ 11 mil +US$ 8,72 mil +30 +500%
TD Capital Management
1685
TD Capital Management
Tennessee
US$ 10,9 mil -US$ 3,49 mil -12 -24%
Barnes Dennig Private Wealth Management
1686
Barnes Dennig Private Wealth Management
Ohio
US$ 10,8 mil – – –
1248 Management
1687
1248 Management
Missouri
US$ 10,6 mil – – –
Hughes Financial Services
1688
Hughes Financial Services
Virginia
US$ 10,6 mil +US$ 2,33 mil +8 +29%
Front Row Advisors
1689
Front Row Advisors
California
US$ 10,5 mil – – –
Regatta Research & Money Management
1690
Regatta Research & Money Management
Louisiana
US$ 10,4 mil +US$ 10,5 mil +36 Nova
Financial Consulate
1691
Financial Consulate
Maryland
US$ 10,3 mil +US$ 9,02 mil +31 +775%
Prosperity Bancshares
1692
Prosperity Bancshares
Texas
US$ 10,3 mil +US$ 582 +2 +6%
IMG Wealth Management
1693
IMG Wealth Management
Florida
US$ 10,3 mil +US$ 1,45 mil +5 +17%
TAP
1694
Tounjian Advisory Partners
Florida
US$ 10 mil +US$ 9,9 mil +34 Nova
Raffa Wealth Management
1695
Raffa Wealth Management
District of Columbia
US$ 10 mil +US$ 1,16 mil +4 +13%
Bay Harbor Wealth Management
1696
Bay Harbor Wealth Management
Maryland
US$ 10 mil +US$ 1,74 mil +6 +21%
GoalVest Advisory
1697
GoalVest Advisory
New York
US$ 9,7 mil -US$ 181 mil -624 -95%
Whipplewood Advisors
1698
Whipplewood Advisors
Colorado
US$ 9,38 mil -US$ 11,6 mil -40 -56%
LifeSteps Financial
1699
LifeSteps Financial
California
US$ 9,38 mil +US$ 9,31 mil +32 Nova
Security National Bank of So Dak
1700
Security National Bank of So Dak
Iowa
US$ 9,38 mil +US$ 9,31 mil +32 Nova
66 67
68
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