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ícone de LPLA

LPL Financial
LPLA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
First United Bank & Trust
726
First United Bank & Trust
Maryland
US$ 2,25 mil – – –
Raffa Wealth Management
727
Raffa Wealth Management
District of Columbia
US$ 2,25 mil +US$ 900 +3 +60%
Key Capital Management
728
Key Capital Management
Tennessee
US$ 1,97 mil – – –
McGuire Capital Advisors
729
McGuire Capital Advisors
Oklahoma
US$ 1,97 mil – – –
Principia Wealth Advisory
730
Principia Wealth Advisory
Texas
US$ 1,97 mil +US$ 900 +3 +75%
Brown, Lisle/Cummings
731
Brown, Lisle/Cummings
Rhode Island
US$ 1,89 mil -US$ 2,1 mil -7 -50%
CBIZ Investment Advisory Services
732
CBIZ Investment Advisory Services
Ohio
US$ 1,8 mil – – –
Kilter Group
733
Kilter Group
New York
US$ 1,69 mil – – –
Rialto Wealth Management
734
Rialto Wealth Management
New York
US$ 1,69 mil +US$ 300 +1 +20%
Rothschild Investment LLC
735
Rothschild Investment LLC
Illinois
US$ 1,69 mil +US$ 1,2 mil +4 +200%
Manchester Capital Management
736
Manchester Capital Management
Vermont
US$ 1,41 mil -US$ 600 -2 -29%
Hilton Head Capital Partners
737
Hilton Head Capital Partners
South Carolina
US$ 1,41 mil – – –
Marshall Investment Management
738
Marshall Investment Management
Colorado
US$ 1,41 mil – – –
Planning Strategies
739
Planning Strategies
Pennsylvania
US$ 1,41 mil +US$ 1,5 mil +5 Nova
SEP
740
Signature Equity Partners
Ohio
US$ 1,22 mil -US$ 1,2 mil -4 -50%
Basepoint Wealth
741
Basepoint Wealth
Iowa
US$ 1,13 mil – – –
True Wealth Design
742
True Wealth Design
Ohio
US$ 1,13 mil -US$ 4,2 mil -14 -78%
Bogart Wealth LLC
743
Bogart Wealth LLC
Virginia
US$ 1,13 mil -US$ 900 -3 -43%
Bruce G. Allen Investments
744
Bruce G. Allen Investments
Colorado
US$ 1,13 mil – – –
SouthState Corp
745
SouthState Corp
Florida
US$ 1,13 mil +US$ 300 +1 +33%
Banque Cantonale Vaudoise
746
Banque Cantonale Vaudoise
Switzerland
US$ 1,05 mil -US$ 327 mil -1.088 -23%
SIM
747
Synergy Investment Management
Florida
US$ 1,01 mil +US$ 900 +3 Nova
Capital Advisors Ltd
748
Capital Advisors Ltd
Ohio
US$ 1 mil – – –
Pacer Advisors
749
Pacer Advisors
Pennsylvania
US$ 1 mil – – –
American Capital Advisory
750
American Capital Advisory
Idaho
US$ 846 -US$ 300 -1 -25%
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