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IBIT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Atlas Private Wealth Advisors
751
Atlas Private Wealth Advisors
New Jersey
US$ 540 mil +US$ 159 mil +3.898 +32%
Kingsbury Capital Investment Advisors
752
Kingsbury Capital Investment Advisors
Illinois
US$ 539 mil +US$ 312 mil +7.661 +90%
KMT Wealth Management
753
KMT Wealth Management
California
US$ 539 mil +US$ 659 mil +16.197 Nova
UMB Bank
754
UMB Bank
Missouri
US$ 539 mil -US$ 4,64 mil -114 -0,7%
Chilton Capital Management
755
Chilton Capital Management
Texas
US$ 538 mil – – –
Beese Fulmer Investment Management
756
Beese Fulmer Investment Management
Ohio
US$ 536 mil +US$ 398 mil +9.795 +155%
CPA
757
Capital Performance Advisors
California
US$ 532 mil +US$ 168 mil +4.120 +35%
Nan Fung Group Holdings
758
Nan Fung Group Holdings
Hong Kong
US$ 532 mil – – –
HighPoint Advisor Group
759
HighPoint Advisor Group
Illinois
US$ 531 mil -US$ 168 mil -4.132 -21%
Patten & Patten
760
Patten & Patten
Tennessee
US$ 530 mil – – –
Modera Wealth Management
761
Modera Wealth Management
New Jersey
US$ 523 mil -US$ 2,68 mil -66 -0,4%
Traynor Capital Management
762
Traynor Capital Management
Pennsylvania
US$ 522 mil -US$ 354 mil -8.710 -36%
Sound View Wealth Advisors Group
763
Sound View Wealth Advisors Group
Georgia
US$ 520 mil -US$ 336 mil -8.269 -35%
Wilmington Savings Fund Society
764
Wilmington Savings Fund Society
Delaware
US$ 516 mil -US$ 181 mil -4.458 -22%
Forum Financial Management
765
Forum Financial Management
Illinois
US$ 513 mil -US$ 11,5 mil -283 -2%
First Foundation Advisors
766
First Foundation Advisors
California
US$ 513 mil +US$ 160 mil +3.939 +34%
National Wealth Management Group
767
National Wealth Management Group
Ohio
US$ 512 mil +US$ 42 mil +1.032 +7%
Lazari Capital Management
768
Lazari Capital Management
California
US$ 512 mil +US$ 130 mil +3.189 +26%
Whittier Trust
769
Whittier Trust
California
US$ 511 mil – – –
NewCorp Financial Services
770
NewCorp Financial Services
Georgia
US$ 511 mil -US$ 102 mil -2.513 -14%
Luxor Capital Group
771
Luxor Capital Group
New York
US$ 509 mil +US$ 622 mil +15.300 Nova
Beacon Financial Group
772
Beacon Financial Group
Texas
US$ 509 mil -US$ 610 -15 -0,1%
Summit Global Investments
773
Summit Global Investments
Utah
US$ 506 mil -US$ 814 -20 -0,1%
Kastel Capital Advisors
774
Kastel Capital Advisors
Massachusetts
US$ 505 mil -US$ 98,9 mil -2.432 -16%
Tempo Wealth
775
Tempo Wealth
Ohio
US$ 501 mil -US$ 41,2 mil -1.012 -6%
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