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IBIT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Blue Trust Inc
1026
Blue Trust Inc
Georgia
US$ 280 mil +US$ 10,8 mil +266 +3%
RMR Wealth Builders
1027
RMR Wealth Builders
New Jersey
US$ 280 mil +US$ 12,1 mil +297 +4%
SP
1028
Saranac Partners
US$ 280 mil +US$ 342 mil +8.400 Nova
Gotham Asset Management
1029
Gotham Asset Management
New York
US$ 279 mil -US$ 260 mil -6.380 -43%
Atlas Legacy Advisors
1030
Atlas Legacy Advisors
California
US$ 278 mil +US$ 19,3 mil +475 +6%
Van Hulzen Asset Management
1031
Van Hulzen Asset Management
California
US$ 278 mil -US$ 51,4 mil -1.264 -13%
Black Diamond Financial
1032
Black Diamond Financial
Maryland
US$ 277 mil -US$ 2,03 mil -50 -0,6%
Investment Partners Asset Management
1033
Investment Partners Asset Management
New Jersey
US$ 277 mil -US$ 13,6 mil -334 -4%
Private Management Group
1034
Private Management Group
California
US$ 277 mil -US$ 13,2 mil -325 -4%
Collaborative Wealth Management
1035
Collaborative Wealth Management
Florida
US$ 276 mil +US$ 67,4 mil +1.658 +25%
Robertson Stephens Wealth Management
1036
Robertson Stephens Wealth Management
California
US$ 275 mil +US$ 61 mil +1.499 +22%
Beacon Financial Advisory
1037
Beacon Financial Advisory
Ohio
US$ 273 mil -US$ 108 mil -2.650 -24%
AC
1038
ASB Consultores
Florida
US$ 271 mil – – –
PUREfi Wealth
1039
PUREfi Wealth
Massachusetts
US$ 271 mil +US$ 22,7 mil +557 +7%
Mayport LLC
1040
Mayport LLC
Massachusetts
US$ 270 mil – – –
Oakworth Capital
1041
Oakworth Capital
Alabama
US$ 270 mil – – –
Linscomb Wealth
1042
Linscomb Wealth
Texas
US$ 270 mil +US$ 4,56 mil +112 +1%
Oarsman Capital
1043
Oarsman Capital
Wisconsin
US$ 269 mil -US$ 225 mil -5.523 -41%
Shepherd Financial Partners
1044
Shepherd Financial Partners
Massachusetts
US$ 269 mil +US$ 3,25 mil +80 +1%
Detalus Advisors
1045
Detalus Advisors
Missouri
US$ 268 mil +US$ 3,62 mil +89 +1%
Astoria Portfolio Advisors
1046
Astoria Portfolio Advisors
New York
US$ 267 mil +US$ 326 mil +8.021 Nova
Ranch Capital Advisors
1047
Ranch Capital Advisors
Florida
US$ 266 mil -US$ 31,2 mil -766 -9%
Innovative Asset Advisors Group
1048
Innovative Asset Advisors Group
Connecticut
US$ 266 mil -US$ 42,7 mil -1.050 -12%
IMA Advisory Services
1049
IMA Advisory Services
Colorado
US$ 266 mil +US$ 325 mil +7.985 Nova
PDS Planning
1050
PDS Planning
Ohio
US$ 266 mil +US$ 70,2 mil +1.725 +28%
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