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INDS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Steward Partners Investment Advisory
51
Steward Partners Investment Advisory
New York
US$ 14,8 mil – – –
Mather Group
52
Mather Group
Illinois
US$ 11,9 mil -US$ 6,44 mil -162 -35%
Copia Wealth Management
53
Copia Wealth Management
Oregon
US$ 10,9 mil – – –
APFP
54
Action Point Financial Planning
Michigan
US$ 8,85 mil +US$ 8,74 mil +220 Nova
AssetMark Inc
55
AssetMark Inc
California
US$ 6,72 mil +US$ 6,24 mil +157 +1.570%
ORG Wealth Partners
56
ORG Wealth Partners
Texas
US$ 6,39 mil – – –
Hantz Financial Services
57
Hantz Financial Services
Michigan
US$ 5 mil +US$ 5,16 mil +130 Nova
Keating Financial Advisory Services
58
Keating Financial Advisory Services
Kansas
US$ 4,44 mil -US$ 79 -2 -2%
Geneos Wealth Management
59
Geneos Wealth Management
Colorado
US$ 4,22 mil – – –
Caitlin John
60
Caitlin John
Michigan
US$ 3,82 mil – – –
Creative Financial Designs
61
Creative Financial Designs
Indiana
US$ 3,5 mil – – –
IAIM
62
International Assets Investment Management
Florida
US$ 3,24 mil – – –
WealthShield Partners
63
WealthShield Partners
North Carolina
US$ 2,7 mil +US$ 795 +20 +43%
Planning Strategies
64
Planning Strategies
Pennsylvania
US$ 2,17 mil +US$ 2,14 mil +54 Nova
Private Trust Company
65
Private Trust Company
Ohio
US$ 1,85 mil +US$ 755 +19 +70%
SEP
66
Signature Equity Partners
Ohio
US$ 1,19 mil – – –
Brown, Lisle/Cummings
67
Brown, Lisle/Cummings
Rhode Island
US$ 764 -US$ 834 -21 -53%
Cornerstone Planning Group
68
Cornerstone Planning Group
New Jersey
US$ 622 -US$ 278 -7 -32%
1620 Investment Advisors
69
1620 Investment Advisors
Massachusetts
US$ 442 – – –
CoreCap Advisors
70
CoreCap Advisors
Michigan
US$ 281 – – –
Kestra Advisory Services
71
Kestra Advisory Services
Texas
– -US$ 242 mil -6.597 Encerrada
Golden State Equity Partners
72
Golden State Equity Partners
California
– -US$ 98,8 mil -2.690 Encerrada
Advisory Services Network
73
Advisory Services Network
Georgia
– -US$ 48 mil -1.307 Encerrada
Ashton Thomas Securities
74
Ashton Thomas Securities
New York
– -US$ 11 mil -300 Encerrada
Investors Portfolio Services
75
Investors Portfolio Services
Washington
– -US$ 6,86 mil -187 Encerrada
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