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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
HC
4976
Hara Capital
Washington
US$ 85,6 mil +US$ 92,9 mil +152 Nova
3FI
4977
3 Factor Indexing
California
US$ 85,1 mil – – –
MSFP
4978
Mark Sheptoff Financial Planning
Connecticut
US$ 84,5 mil +US$ 39,7 mil +65 +76%
HWM
4979
HighMark Wealth Management
Minnesota
US$ 83,8 mil -US$ 21,4 mil -35 -19%
DF
4980
Downshift Financial
Colorado
US$ 78,9 mil +US$ 85,6 mil +140 Nova
Disciplina Capital Management
4981
Disciplina Capital Management
Tennessee
US$ 78,6 mil +US$ 611 +1 +0,7%
GA
4982
GFS Advisors
Texas
US$ 77,8 mil -US$ 67,9 mil -111 -1%
CBT
4983
CoreFirst Bank & Trust
Kansas
US$ 77,2 mil – – –
AAG
4984
Accordant Advisory Group
Maryland
US$ 76,6 mil – – –
BFS
4985
Beacon Financial Strategies
North Carolina
US$ 76,6 mil – – –
PFO
4986
Pioneer Family Office
Florida
US$ 76,6 mil -US$ 301 mil -492 -78%
CFS
4987
CGC Financial Services
Oregon
US$ 76,6 mil – – –
LAS
4988
Lloyd Advisory Services
Georgia
US$ 72,9 mil -US$ 160 mil -262 -67%
BMC
4989
Bear Mountain Capital
Washington
US$ 72,7 mil – – –
CWM
4990
Cranbrook Wealth Management
Michigan
US$ 72,3 mil -US$ 3,06 mil -5 -4%
MCP
4991
Miller Capital Partners
Michigan
US$ 71 mil – – –
BGA
4992
Battery Global Advisors
Massachusetts
US$ 70,9 mil – – –
FF
4993
Friedenthal Financial
New Jersey
US$ 70,5 mil – – –
BDPWM
4994
Barnes Dennig Private Wealth Management
Ohio
US$ 70,4 mil -US$ 74,6 mil -122 -49%
VARA
4995
Value Aligned Research Advisors
New Jersey
US$ 69,8 mil +US$ 75,8 mil +124 Nova
BCM
4996
Birch Capital Management
Texas
US$ 68,2 mil – – –
LC
4997
Luminist Capital
Michigan
US$ 67,6 mil +US$ 73,4 mil +120 Nova
DCM
4998
Dorato Capital Management
Colorado
US$ 66,9 mil – – –
UFF
4999
USA Financial Formulas
Michigan
US$ 64,8 mil +US$ 69,1 mil +113 +5.650%
GCM
5000
Glynn Capital Management
California
US$ 64,2 mil – – –
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