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COP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Plante Moran Financial Advisors
2151
Plante Moran Financial Advisors
Michigan
US$ 144 mil +US$ 474 +4 +0,3%
JFS Wealth Advisors
2152
JFS Wealth Advisors
Pennsylvania
US$ 143 mil +US$ 1,3 mil +11 +0,8%
Union Savings Bank
2153
Union Savings Bank
Connecticut
US$ 142 mil -US$ 119 -1 -0,1%
Silver Grove Financial Group
2154
Silver Grove Financial Group
New York
US$ 140 mil +US$ 98,1 mil +828 +159%
Fortitude Family Office
2155
Fortitude Family Office
Arizona
US$ 140 mil -US$ 4,38 mil -37 -3%
Stelac Advisory Services
2156
Stelac Advisory Services
New York
US$ 139 mil – – –
Webster Bank
2157
Webster Bank
Connecticut
US$ 137 mil +US$ 3,67 mil +31 +2%
J. Safra Asset Management
2158
J. Safra Asset Management
New York
US$ 136 mil – – –
Bruce G. Allen Investments
2159
Bruce G. Allen Investments
Colorado
US$ 136 mil -US$ 7,47 mil -63 -5%
PWMG
2160
Private Wealth Management Group
New Jersey
US$ 136 mil +US$ 119 mil +1.000 +325%
Foster Dykema Cabot & Partners
2161
Foster Dykema Cabot & Partners
Massachusetts
US$ 135 mil – – –
Triumph Capital Management
2162
Triumph Capital Management
Colorado
US$ 135 mil -US$ 3,2 mil -27 -2%
Flagship Wealth Advisors
2163
Flagship Wealth Advisors
Massachusetts
US$ 135 mil +US$ 47,4 mil +400 +44%
KFP
2164
Kerr Financial Planning
California
US$ 134 mil -US$ 5,69 mil -48 -4%
West Paces Advisors
2165
West Paces Advisors
Georgia
US$ 134 mil +US$ 152 mil +1.285 Nova
10Elms LLP
2166
10Elms LLP
Oklahoma
US$ 133 mil +US$ 119 mil +1.000 +358%
Clearstead Trust
2167
Clearstead Trust
Maine
US$ 132 mil – – –
Battery Global Advisors
2168
Battery Global Advisors
Massachusetts
US$ 130 mil +US$ 474 +4 +0,3%
Delos Wealth Advisors
2169
Delos Wealth Advisors
Texas
US$ 130 mil – – –
Brown, Lisle/Cummings
2170
Brown, Lisle/Cummings
Rhode Island
US$ 126 mil +US$ 4,15 mil +35 +3%
Security National Bank
2171
Security National Bank
Nebraska
US$ 125 mil +US$ 1,42 mil +12 +1%
Crewe Advisors
2172
Crewe Advisors
Utah
US$ 123 mil +US$ 4,74 mil +40 +3%
American Capital Advisory
2173
American Capital Advisory
Idaho
US$ 122 mil +US$ 17,2 mil +145 +14%
GW&K Investment Management
2174
GW&K Investment Management
Massachusetts
US$ 121 mil +US$ 35,7 mil +301 +35%
CIA
2175
Cape Investment Advisory
Georgia
US$ 120 mil +US$ 136 mil +1.150 Nova
85 86
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