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MTBA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Convergence Financial
151
Convergence Financial
Missouri
– -US$ 22,9 mi -462.501 Encerrada
Horizon Investments
152
Horizon Investments
North Carolina
– -US$ 14,8 mi -301.338 Encerrada
Bank of New York Mellon
153
Bank of New York Mellon
New York
– -US$ 12,9 mi -261.015 Encerrada
Professional Financial Management
154
Professional Financial Management
Wisconsin
– -US$ 6,38 mi -129.045 Encerrada
Narwhal Capital Management
155
Narwhal Capital Management
Georgia
– -US$ 3,07 mi -62.064 Encerrada
Heck Capital Advisors
156
Heck Capital Advisors
Wisconsin
– -US$ 3,04 mi -61.389 Encerrada
Triad Investment Management
157
Triad Investment Management
California
– -US$ 2,56 mi -51.829 Encerrada
Encompass More Asset Management
158
Encompass More Asset Management
California
– -US$ 2,3 mi -46.489 Encerrada
BOS Asset Management
159
BOS Asset Management
Illinois
– -US$ 979 mil -19.788 Encerrada
Tranquilli Financial Advisor
160
Tranquilli Financial Advisor
New Jersey
– -US$ 667 mil -13.478 Encerrada
GA
161
GFS Advisors
Texas
– -US$ 451 mil -9.110 Encerrada
HBK Sorce Advisory
162
HBK Sorce Advisory
Pennsylvania
– -US$ 406 mil -8.203 Encerrada
Lido Advisors
163
Lido Advisors
California
– -US$ 301 mil -6.090 Encerrada
Founders Financial Securities
164
Founders Financial Securities
Maryland
– -US$ 284 mil -5.708 Encerrada
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
– -US$ 279 mil -5.640 Encerrada
Osbon Capital Management
166
Osbon Capital Management
Massachusetts
– -US$ 236 mil -4.766 Encerrada
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
– -US$ 209 mil -4.223 Encerrada
Nations Financial Group
168
Nations Financial Group
Iowa
– -US$ 203 mil -4.100 Encerrada
OneAscent Family Office
169
OneAscent Family Office
Alabama
– -US$ 201 mil -4.057 Encerrada
Colonial Trust
170
Colonial Trust
South Carolina
– -US$ 49,5 mil -1.000 Encerrada
Evermay Wealth Management
171
Evermay Wealth Management
Virginia
– -US$ 15,2 mil -307 Encerrada
M
172
MOTCO
Texas
– -US$ 6,38 mil -129 Encerrada
Marshall Investment Management
173
Marshall Investment Management
Colorado
– -US$ 4,67 mil -94 Encerrada
Allworth Financial
174
Allworth Financial
California
– -US$ 3,22 mil -65 Encerrada
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