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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Parkside Financial Bank & Trust
301
Parkside Financial Bank & Trust
Missouri
US$ 6,36 mil – – –
Asset Planning Inc
302
Asset Planning Inc
California
US$ 5,7 mil – – –
CVA Family Office
303
CVA Family Office
Colorado
US$ 5,05 mil +US$ 470 +6 +11%
Keating Financial Advisory Services
304
Keating Financial Advisory Services
Kansas
US$ 4,4 mil – – –
Blue Trust Inc
305
Blue Trust Inc
Georgia
US$ 3,67 mil -US$ 235 -3 -6%
TD Capital Management
306
TD Capital Management
Tennessee
US$ 3,49 mil +US$ 78 +1 +2%
Elevation Wealth Partners
307
Elevation Wealth Partners
California
US$ 3,1 mil – – –
MPWM Advisory Solutions
308
MPWM Advisory Solutions
Georgia
US$ 3,1 mil – – –
JFS Wealth Advisors
309
JFS Wealth Advisors
Pennsylvania
US$ 3,1 mil +US$ 470 +6 +19%
APFP
310
Action Point Financial Planning
Michigan
US$ 3,1 mil +US$ 3,05 mil +39 Nova
Clearstead Advisors
311
Clearstead Advisors
Ohio
US$ 2,77 mil +US$ 2,66 mil +34 Nova
Silver Grove Financial Group
312
Silver Grove Financial Group
New York
US$ 2,69 mil +US$ 2,58 mil +33 Nova
Fortitude Family Office
313
Fortitude Family Office
Arizona
US$ 2,61 mil – – –
Kilter Group
314
Kilter Group
New York
US$ 2,44 mil – – –
High Note Wealth
315
High Note Wealth
Minnesota
US$ 2,2 mil – – –
Prestige Wealth Management Group
316
Prestige Wealth Management Group
New Jersey
US$ 2,12 mil +US$ 470 +6 +30%
Spectrum Wealth Advisory Group
317
Spectrum Wealth Advisory Group
California
US$ 1,96 mil +US$ 1,88 mil +24 Nova
Farmers & Merchants Investments Inc
318
Farmers & Merchants Investments Inc
Nebraska
US$ 1,87 mil – – –
Continuum Advisory
319
Continuum Advisory
Idaho
US$ 1,71 mil +US$ 1,64 mil +21 Nova
Bell Investment Advisors
320
Bell Investment Advisors
California
US$ 1,55 mil +US$ 470 +6 +46%
Valued Wealth Advisors
321
Valued Wealth Advisors
Utah
US$ 1,47 mil +US$ 1,41 mil +18 Nova
Manchester Capital Management
322
Manchester Capital Management
Vermont
US$ 1,3 mil – – –
NewEdge Advisors
323
NewEdge Advisors
Louisiana
US$ 1,18 mil – – –
Creative Capital Management Investments
324
Creative Capital Management Investments
California
US$ 1,14 mil +US$ 1,1 mil +14 Nova
Plante Moran Financial Advisors
325
Plante Moran Financial Advisors
Michigan
US$ 1,06 mil +US$ 1,02 mil +13 Nova