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Nome Posição Valor negociado Ações
Variação
Variação na
participação
HT Partners
2826
HT Partners
Connecticut
US$ 204 mil – – –
RW Investment Management
2827
RW Investment Management
Idaho
US$ 204 mil – – –
Tufton Capital Management
2828
Tufton Capital Management
Maryland
US$ 204 mil – – –
Rooted Wealth Advisors
2829
Rooted Wealth Advisors
Illinois
US$ 203 mil – – –
Chilton Investment Company
2830
Chilton Investment Company
Connecticut
US$ 203 mil +US$ 8,7 mil +21 +4%
IAA
2831
Ironsides Asset Advisors
North Carolina
US$ 203 mil – – –
Journey Beyond Wealth
2832
Journey Beyond Wealth
Georgia
US$ 203 mil – – –
LFP
2833
Lakeshore Financial Planning
Michigan
US$ 202 mil – – –
Summit Wealth Group (Colorado)
2834
Summit Wealth Group (Colorado)
Colorado
US$ 201 mil -US$ 116 mil -280 -34%
American National Bank & Trust
2835
American National Bank & Trust
Texas
US$ 201 mil +US$ 12 mil +29 +6%
Shira Ridge Wealth Management
2836
Shira Ridge Wealth Management
California
US$ 200 mil +US$ 1,66 mil +4 +0,7%
J. Derek Lewis & Associates
2837
J. Derek Lewis & Associates
California
US$ 200 mil +US$ 11,2 mil +27 +5%
West Branch Capital
2838
West Branch Capital
Massachusetts
US$ 198 mil – – –
McDonald Partners
2839
McDonald Partners
Ohio
US$ 197 mil +US$ 222 mil +536 Nova
Smallwood Wealth Investment Management
2840
Smallwood Wealth Investment Management
New Jersey
US$ 193 mil – – –
Creative Capital Management Investments
2841
Creative Capital Management Investments
California
US$ 192 mil +US$ 58 mil +140 +37%
Regatta Research & Money Management
2842
Regatta Research & Money Management
Louisiana
US$ 188 mil +US$ 212 mil +511 Nova
GW&K Investment Management
2843
GW&K Investment Management
Massachusetts
US$ 186 mil +US$ 146 mil +353 +232%
Financial Life Planners
2844
Financial Life Planners
Arizona
US$ 184 mil +US$ 5,39 mil +13 +3%
Miller Capital Partners
2845
Miller Capital Partners
Michigan
US$ 184 mil – – –
Peoples Financial Services Corp
2846
Peoples Financial Services Corp
Pennsylvania
US$ 184 mil – – –
Robinson Value Management
2847
Robinson Value Management
Texas
US$ 184 mil – – –
Morton Brown Family Wealth
2848
Morton Brown Family Wealth
Pennsylvania
US$ 182 mil – – –
Seneschal Advisors
2849
Seneschal Advisors
Washington
US$ 181 mil +US$ 1,66 mil +4 +0,8%
Old Second National Bank of Aurora
2850
Old Second National Bank of Aurora
Illinois
US$ 180 mil – – –