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Dynatrace
DT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SouthState Corp
551
SouthState Corp
Florida
US$ 3,25 mil -US$ 701 -18 -20%
SHP Wealth Management
552
SHP Wealth Management
Massachusetts
US$ 3,25 mil -US$ 3,23 mil -83 -53%
Keating Financial Advisory Services
553
Keating Financial Advisory Services
Kansas
US$ 3,2 mil -US$ 545 -14 -16%
Activest Wealth Management
554
Activest Wealth Management
Florida
US$ 3,12 mil -US$ 4,75 mil -122 -63%
Sawyer Falduto Asset Management
555
Sawyer Falduto Asset Management
Illinois
US$ 2,9 mil – – –
Cornerstone Financial Management
556
Cornerstone Financial Management
Massachusetts
US$ 2,55 mil -US$ 467 -12 -17%
Planning Strategies
557
Planning Strategies
Pennsylvania
US$ 2,46 mil +US$ 2,18 mil +56 Nova
Kilter Group
558
Kilter Group
New York
US$ 2,42 mil +US$ 857 +22 +67%
Pinnacle Wealth Planning Services
559
Pinnacle Wealth Planning Services
Ohio
US$ 2,37 mil +US$ 156 +4 +8%
PWMG
560
Private Wealth Management Group
New Jersey
US$ 2,33 mil -US$ 156 -4 -7%
JNBA Financial Advisors
561
JNBA Financial Advisors
Minnesota
US$ 2,33 mil – – –
High Note Wealth
562
High Note Wealth
Minnesota
US$ 2,24 mil +US$ 506 +13 +34%
GW&K Investment Management
563
GW&K Investment Management
Massachusetts
US$ 2 mil +US$ 1,56 mil +40 Nova
Rialto Wealth Management
564
Rialto Wealth Management
New York
US$ 1,84 mil +US$ 584 +15 +56%
Kozak & Associates
565
Kozak & Associates
Colorado
US$ 1,77 mil – – –
APFP
566
Action Point Financial Planning
Michigan
US$ 1,71 mil +US$ 1,64 mil +42 Nova
Ares Financial Consulting
567
Ares Financial Consulting
California
US$ 1,71 mil – – –
Prestige Wealth Management Group
568
Prestige Wealth Management Group
New Jersey
US$ 1,62 mil – – –
JFS Wealth Advisors
569
JFS Wealth Advisors
Pennsylvania
US$ 1,58 mil +US$ 39 +1 +3%
Golden State Wealth Management
570
Golden State Wealth Management
California
US$ 1,54 mil – – –
Quaker Wealth Management
571
Quaker Wealth Management
New Jersey
US$ 1,36 mil -US$ 389 -10 -24%
Dunhill Financial
572
Dunhill Financial
United Kingdom
US$ 1,14 mil -US$ 234 -6 -19%
Hughes Financial Services
573
Hughes Financial Services
Virginia
US$ 1,01 mil +US$ 506 +13 +130%
Capital Analysts LLC
574
Capital Analysts LLC
Pennsylvania
US$ 1 mil +US$ 467 +12 Nova
Financial Consulate
575
Financial Consulate
Maryland
US$ 923 – – –
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