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Equifax
EFX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
CX Institutional
701
CX Institutional
Indiana
US$ 25 mil -US$ 310 mil -1.820 -92%
NBC Securities
702
NBC Securities
Alabama
US$ 24,6 mil +US$ 10,7 mil +63 +68%
TIAA Wealth Investment Management
703
TIAA Wealth Investment Management
New York
US$ 24,4 mil – – –
Zions Bancorporation, National Association
704
Zions Bancorporation, National Association
Utah
US$ 23,6 mil +US$ 5,45 mil +32 +27%
Spire Wealth Management
705
Spire Wealth Management
Virginia
US$ 22,6 mil +US$ 4,43 mil +26 +22%
High Note Wealth
706
High Note Wealth
Minnesota
US$ 21,7 mil – – –
KAS
707
Kemnay Advisory Services
New York
US$ 21,3 mil +US$ 16,4 mil +96 +253%
Lodestone Wealth Management
708
Lodestone Wealth Management
Washington
US$ 21,1 mil -US$ 2,39 mil -14 -10%
Generali Asset Management
709
Generali Asset Management
Italy
US$ 20,2 mil -US$ 1,02 mil -6 -5%
MV Capital Management
710
MV Capital Management
Maryland
US$ 20 mil -US$ 4,94 mil -29 -19%
Caldwell Trust
711
Caldwell Trust
Florida
US$ 20 mil – – –
AmeriFlex Group
712
AmeriFlex Group
Nevada
US$ 20 mil +US$ 2,04 mil +12 +11%
Wilmington Savings Fund Society
713
Wilmington Savings Fund Society
Delaware
US$ 19,8 mil – – –
Glen Eagle Advisors
714
Glen Eagle Advisors
New Jersey
US$ 18,7 mil – – –
Covestor
715
Covestor
United Kingdom
US$ 18 mil -US$ 30,3 mil -178 -61%
Activest Wealth Management
716
Activest Wealth Management
Florida
US$ 17,8 mil -US$ 9,7 mil -57 -34%
Smithfield Trust
717
Smithfield Trust
Pennsylvania
US$ 17 mil – – –
Beacon Financial Strategies
718
Beacon Financial Strategies
North Carolina
US$ 17 mil – – –
Owl Creek Wealth Partners
719
Owl Creek Wealth Partners
Colorado
US$ 16,8 mil -US$ 11,2 mil -66 -38%
Evelyn Partners
720
Evelyn Partners
US$ 16,7 mil +US$ 17,9 mil +105 Nova
Wealth Enhancement Trust Services
721
Wealth Enhancement Trust Services
South Dakota
US$ 16,5 mil -US$ 7,5 mil -44 -30%
Cullen/Frost Bankers
722
Cullen/Frost Bankers
Texas
US$ 16,4 mil -US$ 14,3 mil -84 -45%
Country Trust Bank
723
Country Trust Bank
Illinois
US$ 15,9 mil – – –
Strategic Wealth Partners
724
Strategic Wealth Partners
Ohio
US$ 15,9 mil – – –
First Command Advisory Services
725
First Command Advisory Services
Texas
US$ 13,6 mil +US$ 12,6 mil +74 +617%
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