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CMG

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Confluence Wealth Services
826
Confluence Wealth Services
Pennsylvania
US$ 249 mil +US$ 240 mil +7.338 Nova
Gladstone Institutional Advisory
827
Gladstone Institutional Advisory
Florida
US$ 249 mil -US$ 25,3 mil -776 -10%
L2 Asset Management
828
L2 Asset Management
Massachusetts
US$ 248 mil +US$ 6,83 mil +209 +3%
CA
829
Clune & Associates
Illinois
US$ 246 mil – – –
Capstone Financial Advisors
830
Capstone Financial Advisors
Illinois
US$ 244 mil -US$ 180 mil -5.501 -43%
Stablepoint Partners
831
Stablepoint Partners
Massachusetts
US$ 244 mil -US$ 45,1 mil -1.380 -16%
Parcion Private Wealth
832
Parcion Private Wealth
Washington
US$ 243 mil -US$ 248 mil -7.580 -51%
Center for Financial Planning
833
Center for Financial Planning
Michigan
US$ 243 mil – – –
Summit Wealth Group (Colorado)
834
Summit Wealth Group (Colorado)
Colorado
US$ 243 mil +US$ 8,36 mil +256 +4%
Venture Visionary Partners
835
Venture Visionary Partners
Ohio
US$ 243 mil -US$ 555 -17 -0,2%
Anchor Investment Management
836
Anchor Investment Management
South Carolina
US$ 242 mil -US$ 115 mil -3.510 -33%
LeClair Wealth Partners
837
LeClair Wealth Partners
Ohio
US$ 242 mil +US$ 233 mil +7.122 Nova
F.L. Putnam Investment Management
838
F.L. Putnam Investment Management
Massachusetts
US$ 241 mil +US$ 1,24 mil +38 +0,5%
Certuity
839
Certuity
Florida
US$ 241 mil +US$ 5,29 mil +162 +2%
Savvy Advisors Inc
840
Savvy Advisors Inc
New York
US$ 241 mil -US$ 35,3 mil -1.080 -13%
Inscription Capital
841
Inscription Capital
Texas
US$ 239 mil -US$ 171 mil -5.248 -43%
City Holding Co
842
City Holding Co
West Virginia
US$ 238 mil -US$ 106 mil -3.250 -32%
Acadian Asset Management
843
Acadian Asset Management
Massachusetts
US$ 237 mil +US$ 203 mil +6.217 +810%
Triton Wealth Management
844
Triton Wealth Management
Arizona
US$ 237 mil +US$ 231 mil +7.075 Nova
Z3 Capital Partners
845
Z3 Capital Partners
Virginia
US$ 236 mil -US$ 71,5 mil -2.190 -24%
LaSalle St. Investment Advisors
846
LaSalle St. Investment Advisors
Illinois
US$ 236 mil -US$ 5,39 mil -165 -2%
Pine Valley Investments
847
Pine Valley Investments
New Jersey
US$ 235 mil -US$ 135 mil -4.125 -37%
Hilltop National Bank
848
Hilltop National Bank
Wyoming
US$ 235 mil +US$ 206 mil +6.303 +1.059%
CX Institutional
849
CX Institutional
Indiana
US$ 234 mil +US$ 23,4 mil +717 +12%
Fullerton Fund Management
850
Fullerton Fund Management
Singapore
US$ 233 mil +US$ 224 mil +6.854 Nova
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