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NET

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Moors & Cabot
1301
Moors & Cabot
Massachusetts
– -US$ 246 mil -1.192 Encerrada
IHT Wealth Management
1302
IHT Wealth Management
Illinois
– -US$ 242 mil -1.174 Encerrada
Willis Johnson & Associates
1303
Willis Johnson & Associates
Texas
– -US$ 221 mil -1.073 Encerrada
Strategic Blueprint
1304
Strategic Blueprint
Georgia
– -US$ 221 mil -1.072 Encerrada
PEWA
1305
Pacific Excel Wealth Advisors
California
– -US$ 216 mil -1.046 Encerrada
CSM Advisors
1306
CSM Advisors
Pennsylvania
– -US$ 211 mil -1.023 Encerrada
Jacobi Capital Management
1307
Jacobi Capital Management
Pennsylvania
– -US$ 204 mil -987 Encerrada
GSEP
1308
Golden State Equity Partners
California
– -US$ 145 mil -703 Encerrada
GAA
1309
Global Assets Advisory
Florida
– -US$ 135 mil -652 Encerrada
TSMHT
1310
Thurston Springer Miller Herd & Titak
Indiana
– -US$ 92,9 mil -450 Encerrada
Sound Income Strategies
1311
Sound Income Strategies
Florida
– -US$ 86,1 mil -419 Encerrada
IWS
1312
Intentional Wealth Strategies
Colorado
– -US$ 55,7 mil -270 Encerrada
Elequin Capital
1313
Elequin Capital
New York
– -US$ 52,2 mil -253 Encerrada
SFG
1314
Strive Financial Group
Indiana
– -US$ 52 mil -253 Encerrada
AA
1315
AlphaCentric Advisors
Puerto Rico
– -US$ 49,3 mil -239 Encerrada
TIAA Trust, National Association
1316
TIAA Trust, National Association
North Carolina
– -US$ 49,3 mil -239 Encerrada
Hanson & Doremus Investment Management
1317
Hanson & Doremus Investment Management
Vermont
– -US$ 41 mil -200 Encerrada
UCB
1318
United Community Bank
South Carolina
– -US$ 41,3 mil -200 Encerrada
RIAS
1319
Rachor Investment Advisory Services
Michigan
– -US$ 35,1 mil -170 Encerrada
Destiny Wealth Partners
1320
Destiny Wealth Partners
Florida
– -US$ 31 mil -150 Encerrada
TPWA
1321
Twin Peaks Wealth Advisors
California
– -US$ 26,4 mil -128 Encerrada
AA
1322
Addison Advisors
Vermont
– -US$ 22,9 mil -111 Encerrada
AWA
1323
Acumen Wealth Advisors
Tennessee
– -US$ 21,7 mil -105 Encerrada
BCM
1324
Berbice Capital Management
New York
– -US$ 21,7 mil -105 Encerrada
Toth Financial Advisory
1325
Toth Financial Advisory
Virginia
– -US$ 12,4 mil -60 Encerrada
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