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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Kohmann Bosshard Financial Services
851
Kohmann Bosshard Financial Services
Ohio
US$ 541 mil – – –
Parvin Asset Management
852
Parvin Asset Management
South Dakota
US$ 538 mil – – –
Duncker Streett & Co
853
Duncker Streett & Co
Missouri
US$ 533 mil – – –
Personal CFO Solutions
854
Personal CFO Solutions
New Jersey
US$ 533 mil +US$ 132 mil +791 +33%
Yanni & Associates Investment Advisors
855
Yanni & Associates Investment Advisors
Pennsylvania
US$ 530 mil – – –
Williams Jones Wealth Management
856
Williams Jones Wealth Management
New York
US$ 526 mil +US$ 6,02 mil +36 +1%
Rodgers Brothers
857
Rodgers Brothers
Pennsylvania
US$ 525 mil – – –
Vicus Capital
858
Vicus Capital
Pennsylvania
US$ 521 mil +US$ 3,01 mil +18 +0,6%
Frank Rimerman Advisors
859
Frank Rimerman Advisors
California
US$ 519 mil -US$ 481 mil -2.879 -48%
Howard Capital Management
860
Howard Capital Management
Georgia
US$ 519 mil +US$ 200 mil +1.194 +62%
PGIM Custom Harvest
861
PGIM Custom Harvest
New Jersey
US$ 518 mil -US$ 20,1 mil -120 -4%
Supplemental Annuity Collective Trust (SACT) of New Jersey
862
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
US$ 515 mil -US$ 37,9 mil -227 -7%
Bill Few Associates
863
Bill Few Associates
Pennsylvania
US$ 515 mil – – –
TIAA Wealth Investment Management
864
TIAA Wealth Investment Management
New York
US$ 514 mil -US$ 5,52 mil -33 -1%
RiverFront Investment Group
865
RiverFront Investment Group
Virginia
US$ 514 mil +US$ 17,4 mil +104 +3%
Atomi Financial Group
866
Atomi Financial Group
New York
US$ 513 mil -US$ 189 mil -1.133 -27%
Defined Wealth Management
867
Defined Wealth Management
Oregon
US$ 513 mil -US$ 20,4 mil -122 -4%
Advisors Capital Management
868
Advisors Capital Management
New Jersey
US$ 510 mil +US$ 11,2 mil +67 +2%
Ellevest Inc
869
Ellevest Inc
New York
US$ 510 mil +US$ 24,7 mil +148 +5%
Patrick M. Sweeney & Associates
870
Patrick M. Sweeney & Associates
Illinois
US$ 509 mil +US$ 53,8 mil +322 +12%
44 Wealth Management
871
44 Wealth Management
Oregon
US$ 506 mil -US$ 18,9 mil -113 -4%
North Star Asset Management
872
North Star Asset Management
Wisconsin
US$ 505 mil – – –
Turtle Creek Wealth Advisors
873
Turtle Creek Wealth Advisors
Texas
US$ 505 mil -US$ 329 mil -1.969 -39%
Beverly Hills Private Wealth
874
Beverly Hills Private Wealth
California
US$ 503 mil -US$ 602 mil -3.603 -54%
Signet Private Wealth
875
Signet Private Wealth
Illinois
US$ 503 mil -US$ 122 mil -731 -20%