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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Mayflower Financial Advisors
2026
Mayflower Financial Advisors
Massachusetts
US$ 4,64 mi +US$ 186 mil +304 +4%
Range Advisory
2027
Range Advisory
Virginia
US$ 4,64 mi +US$ 868 mil +1.419 +21%
WC
2028
Wynn Capital
Georgia
US$ 4,64 mi +US$ 81,9 mil +134 +2%
BIP Wealth
2029
BIP Wealth
Georgia
US$ 4,63 mi +US$ 706 mil +1.154 +16%
MA
2030
Modus Advisors
Minnesota
US$ 4,61 mi +US$ 101 mil +165 +2%
Ethos Financial Group
2031
Ethos Financial Group
Pennsylvania
US$ 4,61 mi +US$ 233 mil +381 +5%
Tanager Wealth Management
2032
Tanager Wealth Management
United Kingdom
US$ 4,6 mi +US$ 424 mil +693 +9%
TCMP
2033
Thrive Capital Management (Pennsylvania)
Pennsylvania
US$ 4,58 mi +US$ 4,14 mi +6.769 +494%
TTIC
2034
Tower Trust & Investment Company
Iowa
US$ 4,58 mi -US$ 45,2 mil -74 -0,9%
BTWM
2035
Baker Tilly Wealth Management
Wisconsin
US$ 4,58 mi -US$ 266 mil -435 -5%
SIM
2036
SWP Investment Management
Ohio
US$ 4,58 mi +US$ 1,65 mi +2.698 +50%
Secure Asset Management
2037
Secure Asset Management
Michigan
US$ 4,57 mi +US$ 1,74 mi +2.849 +54%
KFA
2038
Kapstone Financial Advisors
Ohio
US$ 4,57 mi -US$ 225 mil -368 -4%
Twin Tree Management
2039
Twin Tree Management
Texas
US$ 4,56 mi +US$ 1,42 mi +2.318 +40%
Winthrop Advisory Group
2040
Winthrop Advisory Group
Massachusetts
US$ 4,56 mi +US$ 144 mil +236 +3%
Wealth Alliance Advisory Group
2041
Wealth Alliance Advisory Group
Kansas
US$ 4,54 mi +US$ 450 mil +736 +10%
Diversified Enterprises
2042
Diversified Enterprises
Delaware
US$ 4,54 mi +US$ 266 mil +435 +6%
Arrow Financial
2043
Arrow Financial
New York
US$ 4,54 mi +US$ 28,7 mil +47 +0,6%
AssuredPartners Investment Advisors
2044
AssuredPartners Investment Advisors
Florida
US$ 4,53 mi -US$ 1,91 mi -3.129 -28%
Octavia Wealth Advisors
2045
Octavia Wealth Advisors
Ohio
US$ 4,53 mi +US$ 571 mil +933 +13%
Asset Dedication LLC
2046
Asset Dedication LLC
California
US$ 4,52 mi +US$ 15,3 mil +25 +0,3%
EGA
2047
E&G Advisors
Texas
US$ 4,51 mi +US$ 24,5 mil +40 +0,5%
SP
2048
SmartHarvest Portfolios
Washington
US$ 4,51 mi -US$ 399 mil -652 -8%
CPW
2049
Catalyst Private Wealth
California
US$ 4,51 mi +US$ 50,8 mil +83 +1%
Mivtachim The Workers Social Insurance Fund
2050
Mivtachim The Workers Social Insurance Fund
Israel
US$ 4,51 mi +US$ 4,89 mi +8.000 Nova
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