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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Activest Wealth Management
1251
Activest Wealth Management
Florida
US$ 3,58 mil +US$ 3,2 mil +30 +1.500%
Private Wealth Asset Management
1252
Private Wealth Asset Management
Iowa
US$ 3,13 mil – – –
Downshift Financial
1253
Downshift Financial
Colorado
US$ 3,13 mil +US$ 2,99 mil +28 Nova
Webster Bank
1254
Webster Bank
Connecticut
US$ 3,02 mil – – –
DecisionPoint Financial
1255
DecisionPoint Financial
Arizona
US$ 2,89 mil +US$ 960 +9 +53%
Beaird Harris Wealth Management
1256
Beaird Harris Wealth Management
Texas
US$ 2,79 mil – – –
Marquette Asset Management
1257
Marquette Asset Management
Minnesota
US$ 2,79 mil – – –
TD Capital Management
1258
TD Capital Management
Tennessee
US$ 2,77 mil – – –
Brown, Lisle/Cummings
1259
Brown, Lisle/Cummings
Rhode Island
US$ 2,68 mil -US$ 2,88 mil -27 -53%
FIM
1260
FWL Investment Management
Texas
US$ 2,68 mil +US$ 2,56 mil +24 Nova
IMG Wealth Management
1261
IMG Wealth Management
Florida
US$ 2,57 mil +US$ 2,45 mil +23 Nova
Foster Dykema Cabot & Partners
1262
Foster Dykema Cabot & Partners
Massachusetts
US$ 2,46 mil – – –
SouthState Corp
1263
SouthState Corp
Florida
US$ 2,24 mil – – –
Quarry LP
1264
Quarry LP
New York
US$ 2,24 mil +US$ 2,13 mil +20 Nova
NWM
1265
Navigoe Wealth Management
California
US$ 2 mil +US$ 1,92 mil +18 Nova
Provenance Wealth Advisors
1266
Provenance Wealth Advisors
Florida
US$ 1,68 mil +US$ 1,6 mil +15 Nova
Davis Capital Management
1267
Davis Capital Management
Florida
US$ 1,56 mil +US$ 854 +8 +133%
Trifecta Capital Advisors
1268
Trifecta Capital Advisors
Illinois
US$ 1,56 mil +US$ 1,49 mil +14 Nova
Quaker Wealth Management
1269
Quaker Wealth Management
New Jersey
US$ 1,34 mil +US$ 107 +1 +9%
Align Financial
1270
Align Financial
Minnesota
US$ 1,23 mil – – –
Fairman Group
1271
Fairman Group
Pennsylvania
US$ 1,23 mil – – –
NBT Bank
1272
NBT Bank
New York
US$ 1,23 mil – – –
NEWAS
1273
N.E.W. Advisory Services
Wisconsin
US$ 1,12 mil -US$ 2,88 mil -27 -73%
Seneschal Advisors
1274
Seneschal Advisors
Washington
US$ 1,12 mil – – –
Plante Moran Financial Advisors
1275
Plante Moran Financial Advisors
Michigan
US$ 1,01 mil +US$ 960 +9 Nova
49 50
51
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