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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Widmann Financial Services
4326
Widmann Financial Services
Maryland
US$ 2,11 mi -US$ 357 mil -1.735 -14%
Denver Wealth Management
4327
Denver Wealth Management
Colorado
US$ 2,11 mi -US$ 59,8 mil -291 -3%
Main Street Group
4328
Main Street Group
Virginia
US$ 2,11 mi -US$ 149 mil -723 -6%
Lakeshore Capital Group
4329
Lakeshore Capital Group
Illinois
US$ 2,1 mi +US$ 837 mil +4.072 +63%
Sky-Mountain Capital Management
4330
Sky-Mountain Capital Management
Idaho
US$ 2,1 mi – – –
PCB Capital
4331
PCB Capital
New Jersey
US$ 2,1 mi -US$ 21,8 mil -106 -1%
Stewardship Advisors
4332
Stewardship Advisors
Pennsylvania
US$ 2,1 mi -US$ 44,8 mil -218 -2%
Lionshead Wealth Management
4333
Lionshead Wealth Management
New York
US$ 2,09 mi +US$ 56,7 mil +276 +3%
OneAscent Wealth Management
4334
OneAscent Wealth Management
Alabama
US$ 2,09 mi +US$ 619 mil +3.010 +40%
Weinberger Asset Management
4335
Weinberger Asset Management
California
US$ 2,09 mi +US$ 53,7 mil +261 +3%
Traub Capital Management
4336
Traub Capital Management
Massachusetts
US$ 2,09 mi +US$ 276 mil +1.340 +15%
Paladin Advisory Group
4337
Paladin Advisory Group
Iowa
US$ 2,09 mi – – –
BOK Financial Private Wealth
4338
BOK Financial Private Wealth
Colorado
US$ 2,09 mi -US$ 72,8 mil -354 -3%
Summit Wealth & Retirement Planning
4339
Summit Wealth & Retirement Planning
California
US$ 2,09 mi -US$ 61,1 mil -297 -3%
Turning Point Benefit Group
4340
Turning Point Benefit Group
Maryland
US$ 2,08 mi +US$ 530 mil +2.580 +33%
Momentous Wealth Management
4341
Momentous Wealth Management
Washington
US$ 2,08 mi -US$ 346 mil -1.682 -14%
Delap Wealth Advisory
4342
Delap Wealth Advisory
Oregon
US$ 2,08 mi – – –
Arrowroot Family Office
4343
Arrowroot Family Office
California
US$ 2,08 mi +US$ 658 mil +3.199 +45%
Requisite Capital Management
4344
Requisite Capital Management
Texas
US$ 2,07 mi -US$ 328 mil -1.593 -13%
Total Wealth Planning & Management
4345
Total Wealth Planning & Management
Florida
US$ 2,07 mi -US$ 169 mil -823 -7%
IAS
4346
Investment Advisory Services
Texas
US$ 2,07 mi +US$ 115 mil +558 +6%
Dominguez Wealth Management Solutions
4347
Dominguez Wealth Management Solutions
Virginia
US$ 2,07 mi +US$ 16 mil +78 +0,8%
Financial Management Inc
4348
Financial Management Inc
Arkansas
US$ 2,07 mi +US$ 2,67 mil +13 +0,1%
Dimension Capital Management
4349
Dimension Capital Management
Florida
US$ 2,07 mi +US$ 158 mil +770 +8%
FCFC
4350
First Citizens Financial Corp
Iowa
US$ 2,07 mi +US$ 63,5 mil +309 +3%
172 173
174
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