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IBIT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
CJ
1301
Caitlin John
Michigan
US$ 45,4 mil -US$ 10,2 mil -250 -15%
Park Place Capital
1302
Park Place Capital
Alabama
US$ 45,3 mil – – –
BFS
1303
Burkett Financial Services
South Carolina
US$ 44 mil +US$ 1,06 mil +26 +2%
Center for Financial Planning
1304
Center for Financial Planning
Michigan
US$ 43,3 mil – – –
TCM
1305
Timbuktu Capital Management
Massachusetts
US$ 43,3 mil +US$ 52,9 mil +1.300 Nova
NECFA
1306
New England Capital Financial Advisors
Connecticut
US$ 42,1 mil – – –
C
1307
Covestor
United Kingdom
US$ 42 mil -US$ 2,12 mil -52 -4%
Bangor Savings Bank
1308
Bangor Savings Bank
Maine
US$ 40 mil – – –
LFASL
1309
Lugano Financial Advisors SA (LFA)
Switzerland
US$ 39,7 mil – – –
BONH
1310
Bank of New Hampshire
New Hampshire
US$ 39,3 mil – – –
GA
1311
GoalVest Advisory
New York
US$ 38,2 mil – – –
EWP
1312
Elevation Wealth Partners
California
US$ 37,9 mil +US$ 1,55 mil +38 +3%
VR
1313
Vision Retirement
New Jersey
US$ 37,8 mil – – –
SIS
1314
Strategic Investment Solutions
Illinois
US$ 37,4 mil -US$ 3,66 mil -90 -7%
City Holding Co
1315
City Holding Co
West Virginia
US$ 37,1 mil – – –
VWA
1316
VSM Wealth Advisory
Maryland
US$ 35,8 mil – – –
KA
1317
Kozak & Associates
Colorado
US$ 35,6 mil -US$ 76,1 mil -1.870 -64%
CRI
1318
Commonwealth Retirement Investments
Virginia
US$ 35,2 mil +US$ 43 mil +1.056 Nova
Foster Dykema Cabot & Partners
1319
Foster Dykema Cabot & Partners
Massachusetts
US$ 35,1 mil – – –
Perkins Coie Trust Company
1320
Perkins Coie Trust Company
Washington
US$ 34,8 mil – – –
MEG
1321
Millstone Evans Group
Colorado
US$ 34,8 mil +US$ 4,92 mil +121 +13%
CA
1322
Centerpoint Advisors
Massachusetts
US$ 34 mil +US$ 41,3 mil +1.016 Nova
Jones Financial Companies
1323
Jones Financial Companies
Missouri
US$ 33,7 mil +US$ 11,6 mil +286 +40%
Quintet Private Bank (Europe)
1324
Quintet Private Bank (Europe)
Luxembourg
US$ 33,3 mil – – –
NL
1325
NVWM LLC
Pennsylvania
US$ 32,5 mil +US$ 203 +5 +0,5%
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