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CI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Acumen Wealth Advisors
1251
Acumen Wealth Advisors
Tennessee
US$ 259 mil -US$ 2,35 mi -8.327 -90%
McGlone Suttner Wealth Management
1252
McGlone Suttner Wealth Management
Wisconsin
US$ 259 mil +US$ 13,8 mil +49 +6%
Roof Eidam Maycock Peralta (REMP)
1253
Roof Eidam Maycock Peralta (REMP)
California
US$ 257 mil – – –
City State Bank
1254
City State Bank
Iowa
US$ 257 mil – – –
Pines Wealth Management
1255
Pines Wealth Management
North Carolina
US$ 255 mil +US$ 19,5 mil +69 +8%
WFI
1256
West Family Investments
California
US$ 253 mil +US$ 10,5 mil +37 +4%
Penobscot Investment Management
1257
Penobscot Investment Management
Massachusetts
US$ 253 mil – – –
Oarsman Capital
1258
Oarsman Capital
Wisconsin
US$ 253 mil – – –
Holistic Planning
1259
Holistic Planning
Texas
US$ 253 mil – – –
FRM
1260
Fox Run Management
Connecticut
US$ 252 mil -US$ 1,12 mi -3.975 -81%
Brendel Financial Advisors
1261
Brendel Financial Advisors
New Hampshire
US$ 252 mil – – –
Brandywine Oak Private Wealth
1262
Brandywine Oak Private Wealth
Pennsylvania
US$ 251 mil -US$ 2,82 mil -10 -1%
Segment Wealth Management
1263
Segment Wealth Management
Texas
US$ 251 mil -US$ 4,52 mil -16 -2%
Applied Finance Capital Management
1264
Applied Finance Capital Management
Puerto Rico
US$ 250 mil -US$ 89,3 mil -316 -26%
Strategic Blueprint
1265
Strategic Blueprint
Georgia
US$ 250 mil +US$ 16,4 mil +58 +7%
LWMM
1266
Legacy Wealth Management (Mississippi)
Mississippi
US$ 250 mil +US$ 21,8 mil +77 +9%
Journey Retirement Planning & Investment Management
1267
Journey Retirement Planning & Investment Management
Idaho
US$ 249 mil +US$ 35 mil +124 +16%
Financial Life Planners
1268
Financial Life Planners
Arizona
US$ 248 mil +US$ 1,41 mil +5 +0,6%
Gabelli & Co Investment Advisers
1269
Gabelli & Co Investment Advisers
New York
US$ 248 mil – – –
Whetstone Capital Advisors
1270
Whetstone Capital Advisors
Kansas
US$ 248 mil -US$ 18,1 mil -64 -7%
Fort Point Capital Partners
1271
Fort Point Capital Partners
California
US$ 247 mil -US$ 12,7 mil -45 -5%
ALAM
1272
Asahi Life Asset Management
Japan
US$ 247 mil +US$ 253 mil +895 Nova
Verum Partners
1273
Verum Partners
North Carolina
US$ 245 mil +US$ 7,06 mil +25 +3%
Montis Financial
1274
Montis Financial
Massachusetts
US$ 245 mil +US$ 251 mil +888 Nova
CH
1275
Cromwell Holdings
Wyoming
US$ 244 mil – – –
49 50
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