Donaldson

DCI

Valor de mercado US$ 10,2 bi

#	Nome	Posição	Valor negociado	Ações Variação	Variação na participação
601	601 Valued Wealth Advisors Holladay, Utah	US$ 2,01 mil	–	–	–
602	602 Bell Investment Advisors Oakland, California	US$ 1,89 mil	–	–	–
603	603 Creative Financial Designs Kokomo, Indiana	US$ 1,88 mil	–	–	–
604	604 TFC Financial Management Boston, Massachusetts	US$ 1,8 mil	–	–	–
605	605 Financial Consulate Hunt Valley, Maryland	US$ 1,8 mil	–	–	–
606	606 Raffa Wealth Management Washington, District of Columbia	US$ 1,8 mil	–	–	–
607	607 Bay Harbor Wealth Management Hunt Valley, Maryland	US$ 1,8 mil	+US$ 172	+2	+11%
608	608 Bogart Wealth LLC Mclean, Virginia	US$ 1,71 mil	-US$ 516	-6	-24%
609	609 Marquette Asset Management Minneapolis, Minnesota	US$ 1,62 mil	-US$ 516	-6	-25%
610	610 Rossby Financial Melbourne, Florida	US$ 1,53 mil	+US$ 344	+4	+31%
611	611 Cornerstone Planning Group Fairfield, New Jersey	US$ 1,47 mil	-US$ 86	-1	-6%
612	612 SouthState Corp Winter Haven, Florida	US$ 1,44 mil	–	–	–
613	613 Principia Wealth Advisory Dallas, Texas	US$ 1,44 mil	-US$ 86	-1	-6%
614	614 First Horizon Corporation Memphis, Tennessee	US$ 1,35 mil	–	–	–
615	615 Kilter Group Rhinebeck, New York	US$ 1,35 mil	–	–	–
616	616 HFM Investment Advisors Glassboro, New Jersey	US$ 1,17 mil	+US$ 516	+6	+86%
617	617 Cedar Mountain Advisors Lake Oswego, Oregon	US$ 1,17 mil	–	–	–
618	618 SBI Securities Tokyo, Japan	US$ 1,17 mil	–	–	–
619	619 Hughes Financial Services Herndon, Virginia	US$ 1,17 mil	+US$ 516	+6	+86%
620	620 Quaker Wealth Management Moorestown, New Jersey	US$ 898	-US$ 86	-1	-9%
621	621 American Capital Advisory Ketchum, Idaho	US$ 629	-US$ 172	-2	-22%
622	622 Planning Strategies Lancaster, Pennsylvania	US$ 628	+US$ 602	+7	Nova
623	623 Sunrise Financial Services Burien, Washington	US$ 539	–	–	–
624	624 SHP Wealth Management Plymouth, Massachusetts	US$ 499	+US$ 86	+1	+20%
625	625 Caitong International Asset Management Hong Kong	US$ 359	-US$ 86	-1	-20%

Donaldson DCI Valor de mercado US$ 10,2 bi

Donaldson

DCI

Valor de mercado US$ 10,2 bi