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GE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Harbour Trust & Investment Management
2026
Harbour Trust & Investment Management
Indiana
US$ 697 mil +US$ 31,3 mil +100 +6%
SPI
2027
Sutton Place Investors
New York
US$ 695 mil -US$ 3,44 mil -11 -0,6%
Spirepoint Private Client
2028
Spirepoint Private Client
Florida
US$ 692 mil +US$ 30,4 mil +97 +6%
JTC Employer Solutions Trustee
2029
JTC Employer Solutions Trustee
Jersey
US$ 691 mil – – –
Financial Council
2030
Financial Council
Maryland
US$ 690 mil – – –
First Nebraska Trust
2031
First Nebraska Trust
Nebraska
US$ 688 mil -US$ 2,5 mil -8 -0,4%
Willow Creek Wealth Management
2032
Willow Creek Wealth Management
California
US$ 688 mil +US$ 576 mil +1.840 Nova
L. Roy Papp & Associates
2033
L. Roy Papp & Associates
Arizona
US$ 687 mil +US$ 9,39 mil +30 +2%
Kinetic Wealth Investment Advisors
2034
Kinetic Wealth Investment Advisors
Ohio
US$ 687 mil +US$ 575 mil +1.838 Nova
Vicus Capital
2035
Vicus Capital
Pennsylvania
US$ 686 mil +US$ 2,82 mil +9 +0,5%
Coppell Advisory Solutions
2036
Coppell Advisory Solutions
Texas
US$ 686 mil +US$ 92,4 mil +295 Nova
Richard Young Associates
2037
Richard Young Associates
Georgia
US$ 685 mil +US$ 574 mil +1.833 Nova
Duncan Williams Asset Management
2038
Duncan Williams Asset Management
Tennessee
US$ 684 mil +US$ 573 mil +1.830 Nova
Raleigh Capital Management
2039
Raleigh Capital Management
North Carolina
US$ 681 mil +US$ 25,7 mil +82 +5%
Expressive Wealth
2040
Expressive Wealth
Illinois
US$ 681 mil -US$ 23,5 mil -75 -4%
Willow Creek Capital Management
2041
Willow Creek Capital Management
Montana
US$ 680 mil +US$ 569 mil +1.819 Nova
CL
2042
COWA LLC
Oklahoma
US$ 679 mil – – –
GHP Investment Advisors
2043
GHP Investment Advisors
Colorado
US$ 679 mil +US$ 250 mil +800 +79%
Lewis Asset Management
2044
Lewis Asset Management
California
US$ 678 mil +US$ 93,9 mil +300 +20%
Fusion Capital
2045
Fusion Capital
South Carolina
US$ 677 mil +US$ 626 +2 +0,1%
SHP Wealth Management
2046
SHP Wealth Management
Massachusetts
US$ 676 mil +US$ 24,4 mil +78 +5%
Smith Salley Wealth Management
2047
Smith Salley Wealth Management
North Carolina
US$ 676 mil +US$ 28,5 mil +91 +5%
Intrepid Financial Planning Group
2048
Intrepid Financial Planning Group
Indiana
US$ 676 mil – – –
Aviance Capital Partners
2049
Aviance Capital Partners
Florida
US$ 675 mil +US$ 78,6 mil +251 +16%
LS Investment Advisors
2050
LS Investment Advisors
Michigan
US$ 675 mil – – –
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