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CMG

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Kintegral Advisory
726
Kintegral Advisory
New York
US$ 352 mil – – –
NorthRock Partners
727
NorthRock Partners
Minnesota
US$ 350 mil -US$ 30,8 mil -944 -8%
Ellevest Inc
728
Ellevest Inc
New York
US$ 350 mil -US$ 126 mil -3.863 -28%
Mission Wealth Management
729
Mission Wealth Management
California
US$ 349 mil +US$ 70,9 mil +2.171 +27%
Asset Dedication LLC
730
Asset Dedication LLC
California
US$ 348 mil +US$ 131 +4 +0%
Emerald Investment Advisers
731
Emerald Investment Advisers
Pennsylvania
US$ 346 mil – – –
Baker Avenue Asset Management
732
Baker Avenue Asset Management
California
US$ 346 mil -US$ 40,7 mil -1.246 -11%
Rothschild Investment LLC
733
Rothschild Investment LLC
Illinois
US$ 346 mil -US$ 137 mil -4.199 -29%
UAG
734
United Advisor Group
Ohio
US$ 346 mil -US$ 13,4 mil -411 -4%
Physicians Financial Services
735
Physicians Financial Services
North Carolina
US$ 345 mil -US$ 35,9 mil -1.100 -10%
WG
736
Wealth Group
North Carolina
US$ 345 mil +US$ 88,7 mil +2.715 +37%
Optas LLC
737
Optas LLC
Texas
US$ 345 mil -US$ 15,5 mil -475 -4%
Parsons Capital Management
738
Parsons Capital Management
Rhode Island
US$ 344 mil -US$ 22,9 mil -700 -6%
Maia Wealth
739
Maia Wealth
Colorado
US$ 344 mil +US$ 330 mil +10.116 Nova
Wittenberg Investment Management
740
Wittenberg Investment Management
Massachusetts
US$ 343 mil – – –
Insigneo Advisory Services
741
Insigneo Advisory Services
Florida
US$ 343 mil -US$ 593 mil -18.140 -64%
Capital Advisors Inc
742
Capital Advisors Inc
Oklahoma
US$ 341 mil -US$ 16,3 mil -500 -5%
OpenArc Corporate Advisory
743
OpenArc Corporate Advisory
Georgia
US$ 341 mil +US$ 24,2 mil +741 +8%
Seamount Financial Group
744
Seamount Financial Group
Colorado
US$ 340 mil +US$ 19,7 mil +604 +6%
RCWM
745
Royal Capital Wealth Management
Indiana
US$ 340 mil – – –
SP Asset Management
746
SP Asset Management
California
US$ 340 mil – – –
Tower Trust & Investment Company
747
Tower Trust & Investment Company
Iowa
US$ 340 mil – – –
DCF
748
Daffy Charitable Fund
California
US$ 340 mil – – –
Orographic Financial Advisors
749
Orographic Financial Advisors
Colorado
US$ 339 mil – – –
Wealthcare Advisory Partners
750
Wealthcare Advisory Partners
Pennsylvania
US$ 337 mil +US$ 21,9 mil +671 +7%
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