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IBIT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
WorthPointe
1051
WorthPointe
California
US$ 265 mil +US$ 323 mil +7.951 Nova
MOR Wealth Management
1052
MOR Wealth Management
Pennsylvania
US$ 264 mil -US$ 44,8 mil -1.101 -12%
Quantum Financial Planning Services
1053
Quantum Financial Planning Services
Washington
US$ 264 mil +US$ 6,02 mil +148 +2%
DMC Group
1054
DMC Group
Alabama
US$ 264 mil +US$ 322 mil +7.916 Nova
Embree Financial Group
1055
Embree Financial Group
Illinois
US$ 262 mil -US$ 49,5 mil -1.216 -13%
Correct Capital Wealth Management
1056
Correct Capital Wealth Management
Missouri
US$ 260 mil +US$ 6,06 mil +149 +2%
Perennial Advisors
1057
Perennial Advisors
New York
US$ 260 mil -US$ 13,8 mil -340 -4%
Independent Advisor Alliance
1058
Independent Advisor Alliance
North Carolina
US$ 260 mil -US$ 8,11 mi -199.314 -96%
Stratos Investment Management
1059
Stratos Investment Management
Ohio
US$ 260 mil – – –
True North Advisors
1060
True North Advisors
Texas
US$ 258 mil +US$ 315 mil +7.749 Nova
Fortis Capital Management
1061
Fortis Capital Management
Washington
US$ 258 mil -US$ 651 -16 -0,2%
NWMP
1062
Noble Wealth Management PBC
Colorado
US$ 256 mil -US$ 18,3 mil -450 -6%
ADE LLC
1063
ADE LLC
Maryland
US$ 256 mil +US$ 313 mil +7.704 Nova
SF
1064
Symphony Financial
Texas
US$ 255 mil +US$ 43,3 mil +1.064 +16%
Riverpoint Wealth Management Holdings
1065
Riverpoint Wealth Management Holdings
Illinois
US$ 255 mil – – –
Occidental Asset Management
1066
Occidental Asset Management
California
US$ 255 mil +US$ 311 mil +7.657 Nova
Greenhouse Wealth Management
1067
Greenhouse Wealth Management
Connecticut
US$ 253 mil – – –
Leverty Financial Group
1068
Leverty Financial Group
Wisconsin
US$ 253 mil +US$ 309 mil +7.605 Nova
CMG Global Holdings
1069
CMG Global Holdings
Texas
US$ 253 mil -US$ 1,2 mi -29.517 -80%
Harvest Investment Services
1070
Harvest Investment Services
Illinois
US$ 253 mil -US$ 146 mil -3.584 -32%
Manhattan West Asset Management
1071
Manhattan West Asset Management
California
US$ 252 mil -US$ 251 mil -6.180 -45%
Maia Wealth
1072
Maia Wealth
Colorado
US$ 251 mil -US$ 78,5 mil -1.931 -20%
Operose Advisors
1073
Operose Advisors
Wisconsin
US$ 250 mil – – –
Evergreen Capital Management
1074
Evergreen Capital Management
Washington
US$ 249 mil -US$ 336 mil -8.260 -52%
FWG Holdings
1075
FWG Holdings
Florida
US$ 248 mil +US$ 13,2 mil +324 +5%
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