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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Platform Wealth Management
1801
Platform Wealth Management
Utah
US$ 476 mil +US$ 434 mil +750 Nova
CFS Investment Advisory Services
1802
CFS Investment Advisory Services
New Jersey
US$ 476 mil +US$ 184 mil +317 +71%
IWN
1803
Independent Wealth Network
Iowa
US$ 475 mil -US$ 8,11 mil -14 -2%
XY Planning Network
1804
XY Planning Network
Montana
US$ 475 mil +US$ 20,9 mil +36 +5%
Widmann Financial Services
1805
Widmann Financial Services
Maryland
US$ 472 mil – – –
Sound Income Strategies
1806
Sound Income Strategies
Florida
US$ 471 mil -US$ 4,06 mil -7 -0,9%
CVA Family Office
1807
CVA Family Office
Colorado
US$ 471 mil -US$ 12,7 mil -22 -3%
Paces Ferry Wealth Advisors
1808
Paces Ferry Wealth Advisors
Georgia
US$ 469 mil -US$ 6,95 mil -12 -2%
Naviter Wealth
1809
Naviter Wealth
Arkansas
US$ 467 mil +US$ 426 mil +735 Nova
Crew Capital Management
1810
Crew Capital Management
Ohio
US$ 467 mil – – –
South Shore Capital Advisors
1811
South Shore Capital Advisors
Massachusetts
US$ 466 mil – – –
Linden Thomas Advisory Services
1812
Linden Thomas Advisory Services
North Carolina
US$ 465 mil +US$ 56,8 mil +98 +15%
Guardian Wealth Advisors (North Carolina)
1813
Guardian Wealth Advisors (North Carolina)
North Carolina
US$ 464 mil +US$ 13,3 mil +23 +3%
Coastal Bridge Advisors
1814
Coastal Bridge Advisors
Connecticut
US$ 463 mil +US$ 18 mil +31 +4%
BOTBT
1815
Bank of the Bluegrass & Trust
Kentucky
US$ 461 mil +US$ 398 mil +687 Nova
Seed Wealth Management
1816
Seed Wealth Management
Illinois
US$ 461 mil – – –
Galvin Gaustad & Stein
1817
Galvin Gaustad & Stein
Arizona
US$ 460 mil -US$ 8,69 mil -15 -2%
CM Wealth Advisors
1818
CM Wealth Advisors
Ohio
US$ 460 mil – – –
Kelleher Financial Advisors
1819
Kelleher Financial Advisors
New York
US$ 459 mil +US$ 77,6 mil +134 +23%
Summit Global Investments
1820
Summit Global Investments
Utah
US$ 458 mil -US$ 187 mil -323 -31%
OIA
1821
Oakmont Investment Advisors
Pennsylvania
US$ 458 mil +US$ 416 mil +718 Nova
Total Clarity Wealth Management
1822
Total Clarity Wealth Management
Illinois
US$ 456 mil -US$ 23,2 mil -40 -5%
Planning Directions
1823
Planning Directions
Pennsylvania
US$ 456 mil +US$ 1,16 mil +2 +0,3%
TWP
1824
Tyche Wealth Partners
Texas
US$ 454 mil – – –
Palisades Hudson Asset Management
1825
Palisades Hudson Asset Management
Florida
US$ 452 mil – – –