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DOCN

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Pinnacle Wealth Planning Services
501
Pinnacle Wealth Planning Services
Ohio
US$ 8,95 mil -US$ 186 mil -1.374 -96%
JFS Wealth Advisors
502
JFS Wealth Advisors
Pennsylvania
US$ 8,79 mil – – –
CCMI
503
Creative Capital Management Investments
California
US$ 8,17 mil +US$ 2,3 mil +17 +49%
North Star Investment Management
504
North Star Investment Management
Illinois
US$ 7,85 mil – – –
TD Private Client Wealth
505
TD Private Client Wealth
New York
US$ 7,38 mil +US$ 2,43 mil +18 +62%
Golden State Wealth Management
506
Golden State Wealth Management
California
US$ 7,07 mil – – –
APFP
507
Action Point Financial Planning
Michigan
US$ 7,07 mil +US$ 6,36 mil +47 Nova
GHP Investment Advisors
508
GHP Investment Advisors
Colorado
US$ 6,28 mil – – –
Princeton Global Asset Management
509
Princeton Global Asset Management
New Jersey
US$ 6,28 mil – – –
CVA Family Office
510
CVA Family Office
Colorado
US$ 5,97 mil – – –
AW
511
Avion Wealth
Texas
US$ 5 mil +US$ 406 +3 +10%
Colonial Trust
512
Colonial Trust
South Carolina
US$ 4,68 mil -US$ 2,03 mil -15 -33%
SHP Wealth Management
513
SHP Wealth Management
Massachusetts
US$ 4,08 mil – – –
SN
514
Sittner & Nelson
Oregon
US$ 4,08 mil – – –
Inspire Investing
515
Inspire Investing
Idaho
US$ 4,06 mil +US$ 3,52 mil +26 Nova
DWM
516
Dogwood Wealth Management
Kansas
US$ 3,77 mil +US$ 3,25 mil +24 Nova
Toronto Dominion Bank
517
Toronto Dominion Bank
Ontario, Canada
US$ 3,74 mil +US$ 3,25 mil +24 Nova
HNW
518
High Note Wealth
Minnesota
US$ 3,3 mil – – –
CH
519
Cromwell Holdings
Wyoming
US$ 2,83 mil +US$ 2,43 mil +18 Nova
First Horizon Corporation
520
First Horizon Corporation
Tennessee
US$ 2,83 mil +US$ 2,43 mil +18 Nova
CJ
521
Caitlin John
Michigan
US$ 2,83 mil – – –
TWD
522
True Wealth Design
Ohio
US$ 2,51 mil -US$ 1,08 mil -8 -33%
Advisornet Financial
523
Advisornet Financial
Minnesota
US$ 2,51 mil – – –
Physician Wealth Advisors
524
Physician Wealth Advisors
Utah
US$ 2,36 mil +US$ 406 +3 +25%
VWM
525
Vermillion Wealth Management
Minnesota
US$ 2,36 mil -US$ 811 -6 -29%
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