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H&R Block
HRB

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Chesley Taft & Associates
251
Chesley Taft & Associates
Illinois
US$ 738 mil -US$ 19,2 mil -550 -3%
Group One Trading
252
Group One Trading
Illinois
US$ 722 mil +US$ 180 mil +5.172 +38%
Farther Finance Advisors
253
Farther Finance Advisors
California
US$ 720 mil +US$ 62 mil +1.780 +10%
Lighthouse Investment Partners
254
Lighthouse Investment Partners
Florida
US$ 714 mil -US$ 738 mil -21.177 -53%
Winton Group
255
Winton Group
United Kingdom
US$ 704 mil -US$ 888 mil -25.500 -58%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
US$ 703 mil -US$ 26 mil -746 -4%
Integrated Wealth Concepts
257
Integrated Wealth Concepts
Massachusetts
US$ 700 mil +US$ 292 mil +8.386 +84%
Arax Advisory Partners
258
Arax Advisory Partners
Colorado
US$ 692 mil +US$ 618 mil +17.724 +3.853%
Quadrant Capital Group
259
Quadrant Capital Group
Ohio
US$ 686 mil +US$ 529 mil +15.197 +540%
MSH Capital Advisors
260
MSH Capital Advisors
Arizona
US$ 669 mil – – –
NewEdge Wealth
261
NewEdge Wealth
Pennsylvania
US$ 662 mil +US$ 124 mil +3.545 +26%
Crossmark Global Holdings
262
Crossmark Global Holdings
Texas
US$ 657 mil +US$ 202 mil +5.800 +51%
Lido Advisors
263
Lido Advisors
California
US$ 654 mil +US$ 591 mil +16.955 Nova
Xponance
264
Xponance
Pennsylvania
US$ 647 mil -US$ 28,6 mil -820 -5%
Rockland Trust
265
Rockland Trust
Massachusetts
US$ 642 mil – – –
Focus Partners Advisor Solutions
266
Focus Partners Advisor Solutions
Missouri
US$ 638 mil +US$ 584 mil +16.766 Nova
Bull Harbor Capital
267
Bull Harbor Capital
Maryland
US$ 637 mil +US$ 583 mil +16.740 Nova
MAI Capital Management
268
MAI Capital Management
Ohio
US$ 637 mil +US$ 484 mil +13.879 +497%
Wealthfront Advisers
269
Wealthfront Advisers
California
US$ 637 mil -US$ 11,3 mil -325 -2%
Claret Asset Management
270
Claret Asset Management
Quebec, Canada
US$ 625 mil +US$ 59,9 mil +1.720 +12%
Archer Investment Corporation
271
Archer Investment Corporation
Indiana
US$ 621 mil – – –
Choreo LLC
272
Choreo LLC
Illinois
US$ 619 mil +US$ 40 mil +1.149 +8%
Capital Financial Group
273
Capital Financial Group
Colorado
US$ 612 mil +US$ 560 mil +16.067 Nova
DZ Bank
274
DZ Bank
Germany
US$ 606 mil – – –
Jones Financial Companies
275
Jones Financial Companies
Missouri
US$ 605 mil +US$ 63,1 mil +1.810 +13%
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