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EXR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
DT Investment Partners
676
DT Investment Partners
Pennsylvania
US$ 20,6 mil – – –
BONH
677
Bank of New Hampshire
New Hampshire
US$ 20,1 mil – – –
Caldwell Trust
678
Caldwell Trust
Florida
US$ 19,5 mil – – –
EIP
679
Essential Investment Partners
Colorado
US$ 19,5 mil – – –
C
680
Covestor
United Kingdom
US$ 19 mil -US$ 21,2 mil -148 -54%
Buck Wealth Strategies
681
Buck Wealth Strategies
Colorado
US$ 18,8 mil +US$ 18,4 mil +129 Nova
Bell Investment Advisors
682
Bell Investment Advisors
California
US$ 18,2 mil -US$ 143 -1 -0,8%
WAG
683
Wiser Advisor Group
Arizona
US$ 17,8 mil +US$ 286 +2 +2%
EWP
684
Elevation Wealth Partners
California
US$ 16 mil +US$ 4,29 mil +30 +38%
TD Private Client Wealth
685
TD Private Client Wealth
New York
US$ 15,5 mil -US$ 1,43 mil -10 -9%
JTBR
686
James T. Borello RIA
Illinois
US$ 15,5 mil +US$ 2 mil +14 +15%
Cornerstone Planning Group
687
Cornerstone Planning Group
New Jersey
US$ 15,5 mil -US$ 1,86 mil -13 -11%
Salomon & Ludwin
688
Salomon & Ludwin
Virginia
US$ 15,5 mil -US$ 1,14 mil -8 -7%
DWS
689
Dynamic Wealth Strategies
California
US$ 15,3 mil – – –
OCM
690
Osbon Capital Management
Massachusetts
US$ 15,1 mil +US$ 14,9 mil +104 Nova
OAG
691
Oakmont Advisory Group
New Mexico
US$ 15,1 mil +US$ 14,9 mil +104 Nova
PWMG
692
Private Wealth Management Group
New Jersey
US$ 14,1 mil -US$ 3 mil -21 -18%
OCWP
693
Owl Creek Wealth Partners
Colorado
US$ 14,1 mil +US$ 715 +5 +5%
JGCM
694
Joseph Group Capital Management
Ohio
US$ 13,9 mil +US$ 5,29 mil +37 +63%
AWM
695
Activest Wealth Management
Florida
US$ 13,2 mil -US$ 3 mil -21 -19%
DWM
696
Dogwood Wealth Management
Kansas
US$ 13,2 mil +US$ 4,72 mil +33 +57%
KAS
697
Kemnay Advisory Services
New York
US$ 12,8 mil +US$ 572 +4 +5%
Institute for Wealth Management
698
Institute for Wealth Management
Colorado
US$ 12,4 mil +US$ 12,1 mil +85 Nova
S
699
Sachetta
Massachusetts
US$ 11,9 mil +US$ 2,57 mil +18 +28%
BGAI
700
Bruce G. Allen Investments
Colorado
US$ 11,6 mil +US$ 858 +6 +8%
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