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CHT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
APFP
176
Action Point Financial Planning
Michigan
US$ 20,2 mil +US$ 20,1 mil +459 Nova
Bare Financial Services
177
Bare Financial Services
Pennsylvania
US$ 19,3 mil +US$ 6,67 mil +152 +54%
SBI Securities
178
SBI Securities
Japan
US$ 18,3 mil -US$ 2,72 mil -62 -13%
MHR
179
Matthew Hamilton Rosenberg
US$ 17,6 mil – – –
True Wealth Design
180
True Wealth Design
Ohio
US$ 16,5 mil +US$ 3,47 mil +79 +27%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
US$ 15,4 mil -US$ 14,1 mil -322 -48%
LRI Investments
182
LRI Investments
Florida
US$ 15,4 mil +US$ 3,99 mil +91 +36%
SHP Wealth Management
183
SHP Wealth Management
Massachusetts
US$ 15,3 mil +US$ 4,65 mil +106 +44%
Raffa Wealth Management
184
Raffa Wealth Management
District of Columbia
US$ 13,9 mil +US$ 4,52 mil +103 +49%
Financial Consulate
185
Financial Consulate
Maryland
US$ 13,3 mil -US$ 2,37 mil -54 -15%
Clearstead Advisors
186
Clearstead Advisors
Ohio
US$ 13,1 mil +US$ 13 mil +297 Nova
Parkside Financial Bank & Trust
187
Parkside Financial Bank & Trust
Missouri
US$ 13,1 mil – – –
Brown Brothers Harriman & Co
188
Brown Brothers Harriman & Co
New York
US$ 12,4 mil – – –
JFS Wealth Advisors
189
JFS Wealth Advisors
Pennsylvania
US$ 12,4 mil – – –
Elequin Capital
190
Elequin Capital
New York
US$ 12,1 mil +US$ 9,3 mil +212 +348%
WealthCollab
191
WealthCollab
Washington
US$ 11,4 mil – – –
Hazlett, Burt & Watson
192
Hazlett, Burt & Watson
West Virginia
US$ 11 mil – – –
Gleason Group
193
Gleason Group
Kentucky
US$ 10,7 mil +US$ 10,6 mil +241 Nova
Elevation Wealth Partners
194
Elevation Wealth Partners
California
US$ 10 mil +US$ 10 mil +227 Nova
Key Financial Inc
195
Key Financial Inc
Pennsylvania
US$ 10 mil – – –
Versant Capital Management
196
Versant Capital Management
Arizona
US$ 8,72 mil +US$ 1,54 mil +35 +22%
Harbor Asset Planning
197
Harbor Asset Planning
Massachusetts
US$ 7,39 mil – – –
NewEdge Advisors
198
NewEdge Advisors
Louisiana
US$ 7,36 mil – – –
North Star Investment Management
199
North Star Investment Management
Illinois
US$ 6,95 mil +US$ 1,98 mil +45 +40%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
US$ 6,77 mil +US$ 351 +8 +6%
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