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Bank of N.T. Butterfield & Son
NTB

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Global Retirement Partners
201
Global Retirement Partners
California
US$ 14,6 mil +US$ 13,9 mil +245 Nova
AssetMark Inc
202
AssetMark Inc
California
US$ 14,5 mil – – –
True Wealth Design
203
True Wealth Design
Ohio
US$ 12,4 mil – – –
Harbour Investments
204
Harbour Investments
Wisconsin
US$ 11,9 mil – – –
Olistico Wealth
205
Olistico Wealth
Oklahoma
US$ 11,9 mil – – –
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
US$ 11,7 mil +US$ 566 +10 +5%
Fortitude Family Office
207
Fortitude Family Office
Arizona
US$ 10,5 mil +US$ 6,68 mil +118 +200%
US Bancorp
208
US Bancorp
Minnesota
US$ 10,1 mil – – –
AmeriFlex Group
209
AmeriFlex Group
Nevada
US$ 9,6 mil – – –
LRI Investments
210
LRI Investments
Florida
US$ 9,22 mil +US$ 170 +3 +2%
Larson Financial Group
211
Larson Financial Group
Missouri
US$ 8,81 mil +US$ 2,66 mil +47 +47%
Parkside Financial Bank & Trust
212
Parkside Financial Bank & Trust
Missouri
US$ 7,2 mil – – –
SBI Securities
213
SBI Securities
Japan
US$ 6,31 mil +US$ 5,38 mil +95 +864%
Parallel Advisors
214
Parallel Advisors
California
US$ 5,77 mil +US$ 4,24 mil +75 +341%
CVA Family Office
215
CVA Family Office
Colorado
US$ 5,59 mil – – –
Mather Group
216
Mather Group
Illinois
US$ 5,36 mil – – –
SJS Investment Consulting
217
SJS Investment Consulting
Ohio
US$ 5,06 mil +US$ 1,64 mil +29 +52%
JFS Wealth Advisors
218
JFS Wealth Advisors
Pennsylvania
US$ 4,11 mil – – –
Quarry LP
219
Quarry LP
New York
US$ 3,33 mil -US$ 1,19 mil -21 -27%
Ares Financial Consulting
220
Ares Financial Consulting
California
US$ 2,62 mil – – –
Keating Financial Advisory Services
221
Keating Financial Advisory Services
Kansas
US$ 2,32 mil +US$ 113 +2 +5%
Spectrum Wealth Advisory Group
222
Spectrum Wealth Advisory Group
California
US$ 2,32 mil +US$ 2,21 mil +39 Nova
Basecamp Wealth Advisors
223
Basecamp Wealth Advisors
Washington
US$ 2,26 mil – – –
Dogwood Wealth Management
224
Dogwood Wealth Management
Kansas
US$ 2,26 mil – – –
Valued Wealth Advisors
225
Valued Wealth Advisors
Utah
US$ 2,14 mil +US$ 2,04 mil +36 Nova
7 8
9
10 11