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KBA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Larson Financial Group
26
Larson Financial Group
Missouri
US$ 296 mil – – –
Corient Private Wealth
27
Corient Private Wealth
Florida
US$ 296 mil +US$ 287 mil +8.600 Nova
Stablepoint Partners
28
Stablepoint Partners
Massachusetts
US$ 275 mil – – –
ORG Wealth Partners
29
ORG Wealth Partners
Texas
US$ 175 mil +US$ 17,8 mil +535 +12%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
US$ 150 mil +US$ 67 +2 +0%
Purpose Unlimited Inc
31
Purpose Unlimited Inc
US$ 130 mil -US$ 400 -12 -0,3%
AWM
32
Activest Wealth Management
Florida
US$ 73,6 mil +US$ 71,3 mil +2.140 Nova
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
US$ 69 mil +US$ 34,6 mil +1.038 +107%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
US$ 42,8 mil +US$ 46,5 mil +1.397 Nova
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
US$ 38,9 mil -US$ 84,3 mil -2.530 -69%
CoreCap Advisors
36
CoreCap Advisors
Michigan
US$ 17,2 mil – – –
HAP
37
Harbor Asset Planning
Massachusetts
US$ 13,5 mil – – –
Allworth Financial
38
Allworth Financial
California
US$ 13,4 mil -US$ 13 mil -389 -50%
LRI Investments
39
LRI Investments
Florida
US$ 7,29 mil – – –
Harbour Investments
40
Harbour Investments
Wisconsin
US$ 4,13 mil – – –
IFP Advisors
41
IFP Advisors
Florida
US$ 3,54 mil -US$ 20,8 mil -624 -86%
Steward Partners Investment Advisory
42
Steward Partners Investment Advisory
New York
US$ 3,44 mil -US$ 40,8 mil -1.225 -92%
Financial Consulate
43
Financial Consulate
Maryland
US$ 3,44 mil – – –
Toth Financial Advisory
44
Toth Financial Advisory
Virginia
US$ 1,72 mil – – –
Continuum Advisory
45
Continuum Advisory
Idaho
US$ 1,18 mil +US$ 1,13 mil +34 Nova
SFG
46
Strive Financial Group
Indiana
US$ 860 – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -US$ 1,59 mi -52.428 Encerrada
GSEP
48
Golden State Equity Partners
California
– -US$ 632 mil -20.889 Encerrada
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
– -US$ 463 mil -15.296 Encerrada
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
– -US$ 390 mil -12.893 Encerrada
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