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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SJS Investment Consulting
2601
SJS Investment Consulting
Ohio
US$ 799 mil +US$ 35,1 mil +108 +5%
Brandywine Oak Private Wealth
2602
Brandywine Oak Private Wealth
Pennsylvania
US$ 799 mil -US$ 55,3 mil -170 -7%
Marshall Financial Group (Maryland)
2603
Marshall Financial Group (Maryland)
Maryland
US$ 799 mil -US$ 39 mil -120 -5%
Talisman Wealth Advisors
2604
Talisman Wealth Advisors
New Jersey
US$ 798 mil +US$ 42,9 mil +132 +6%
Powell Investment Advisors
2605
Powell Investment Advisors
Florida
US$ 797 mil – – –
Quantum Financial Advisors
2606
Quantum Financial Advisors
California
US$ 796 mil -US$ 18,9 mil -58 -3%
CIM
2607
CIM Investment Management
Pennsylvania
US$ 795 mil -US$ 69,3 mil -213 -9%
Patten Group
2608
Patten Group
Tennessee
US$ 795 mil +US$ 30,6 mil +94 +4%
Peak Retirement Planning
2609
Peak Retirement Planning
Ohio
US$ 794 mil +US$ 93,7 mil +288 +15%
Medallion Wealth Advisors
2610
Medallion Wealth Advisors
Connecticut
US$ 794 mil -US$ 58,9 mil -181 -7%
Diversified Management
2611
Diversified Management
Wisconsin
US$ 793 mil -US$ 1,64 mi -5.028 -69%
Summit Wealth & Retirement Planning
2612
Summit Wealth & Retirement Planning
California
US$ 792 mil -US$ 104 mil -321 -13%
Baldwin Wealth Partners
2613
Baldwin Wealth Partners
Massachusetts
US$ 792 mil -US$ 30,3 mil -93 -4%
1620 Investment Advisors
2614
1620 Investment Advisors
Massachusetts
US$ 792 mil +US$ 20,2 mil +62 +3%
Unified Investment Management
2615
Unified Investment Management
Georgia
US$ 790 mil +US$ 8,78 mil +27 +1%
Hilltop National Bank
2616
Hilltop National Bank
Wyoming
US$ 790 mil -US$ 168 mil -516 -19%
Basso Capital Management
2617
Basso Capital Management
Connecticut
US$ 787 mil +US$ 698 mil +2.147 +2.526%
MPS Loria Financial Planners
2618
MPS Loria Financial Planners
Illinois
US$ 785 mil -US$ 10,7 mil -33 -1%
YIM
2619
Yoffe Investment Management
Pennsylvania
US$ 785 mil – – –
Alliance Wealth Management Group
2620
Alliance Wealth Management Group
New Jersey
US$ 784 mil – – –
City National Bank of Florida
2621
City National Bank of Florida
Florida
US$ 784 mil +US$ 255 mil +784 +54%
Foster Group
2622
Foster Group
Iowa
US$ 783 mil +US$ 28,3 mil +87 +4%
Sittner & Nelson
2623
Sittner & Nelson
Oregon
US$ 783 mil +US$ 5,53 mil +17 +0,8%
1776 Wealth
2624
1776 Wealth
Georgia
US$ 782 mil – – –
Gradient Capital Advisors
2625
Gradient Capital Advisors
California
US$ 780 mil -US$ 49,8 mil -153 -6%
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