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Morningstar
MORN

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Global Retirement Partners
326
Global Retirement Partners
California
US$ 48,7 mil +US$ 54,2 mil +312 Nova
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
US$ 47,4 mil +US$ 49,7 mil +286 +1.589%
Mirae Asset Global ETFs Holdings
328
Mirae Asset Global ETFs Holdings
Hong Kong
US$ 44,4 mil +US$ 12,9 mil +74 +35%
Atlantic Union Bankshares
329
Atlantic Union Bankshares
Virginia
US$ 31,2 mil – – –
Employees Retirement System of Texas
330
Employees Retirement System of Texas
Texas
US$ 29 mil – – –
Steward Partners Investment Advisory
331
Steward Partners Investment Advisory
New York
US$ 27,8 mil -US$ 34,1 mil -196 -52%
American National Bank & Trust
332
American National Bank & Trust
Texas
US$ 26,5 mil – – –
WPG Advisers
333
WPG Advisers
Maryland
US$ 24,8 mil -US$ 3,82 mil -22 -12%
Grove Bank & Trust
334
Grove Bank & Trust
Florida
US$ 24,7 mil +US$ 27,5 mil +158 Nova
Cassaday & Co Wealth Management
335
Cassaday & Co Wealth Management
Virginia
US$ 24,2 mil – – –
SJS Investment Consulting
336
SJS Investment Consulting
Ohio
US$ 24,2 mil +US$ 22,6 mil +130 +520%
Covestor
337
Covestor
United Kingdom
US$ 24 mil -US$ 7,3 mil -42 -21%
MassMutual Private Wealth & Trust
338
MassMutual Private Wealth & Trust
Connecticut
US$ 22 mil -US$ 10,6 mil -61 -30%
Transamerica Financial Advisors
339
Transamerica Financial Advisors
Florida
US$ 21,4 mil -US$ 1,39 mil -8 -6%
Elevation Wealth Partners
340
Elevation Wealth Partners
California
US$ 20 mil -US$ 4 mil -23 -15%
Centerpoint Advisors
341
Centerpoint Advisors
Massachusetts
US$ 17 mil – – –
Parkside Financial Bank & Trust
342
Parkside Financial Bank & Trust
Missouri
US$ 16,7 mil +US$ 2,43 mil +14 +15%
Mitsubishi UFJ Asset Management
343
Mitsubishi UFJ Asset Management
Japan
US$ 16,7 mil +US$ 16 mil +92 +613%
APW
344
Allied Private Wealth
Florida
US$ 16,5 mil +US$ 17,4 mil +100 Nova
Huntington National Bank
345
Huntington National Bank
Ohio
US$ 15,9 mil +US$ 8,52 mil +49 +92%
Blue Trust Inc
346
Blue Trust Inc
Georgia
US$ 15,4 mil -US$ 24,3 mil -140 -59%
Salomon & Ludwin
347
Salomon & Ludwin
Virginia
US$ 15,2 mil – – –
AssetMark Inc
348
AssetMark Inc
California
US$ 14,4 mil +US$ 10,3 mil +59 +179%
Wealth Enhancement Trust Services
349
Wealth Enhancement Trust Services
South Dakota
US$ 13,9 mil +US$ 15,3 mil +88 +8.800%
Hughes Financial Services
350
Hughes Financial Services
Virginia
US$ 13,3 mil – – –
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