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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
BWM Planning
5076
BWM Planning
Texas
US$ 940 mil +US$ 294 mil +1.432 +44%
Main Line Retirement Advisors
5077
Main Line Retirement Advisors
Montana
US$ 940 mil – – –
Swisher Financial Concepts
5078
Swisher Financial Concepts
Ohio
US$ 937 mil -US$ 551 mil -2.681 -36%
Stanich Group
5079
Stanich Group
New York
US$ 936 mil +US$ 32,7 mil +159 +4%
Wexford Capital
5080
Wexford Capital
Florida
US$ 934 mil -US$ 1,73 mi -8.393 -64%
Tilia Fiduciary Partners
5081
Tilia Fiduciary Partners
North Carolina
US$ 930 mil -US$ 7,61 mil -37 -0,8%
Financial Designs
5082
Financial Designs
California
US$ 930 mil +US$ 23 mil +112 +2%
RA
5083
Resolute Advisors
California
US$ 929 mil -US$ 1,74 mi -8.480 -65%
PFG Private Wealth Management
5084
PFG Private Wealth Management
Florida
US$ 929 mil -US$ 87,6 mil -426 -8%
O'Brien Greene & Co
5085
O'Brien Greene & Co
Pennsylvania
US$ 927 mil +US$ 1,03 mil +5 +0,1%
Franklin, Parlapiano, Turner & Welch
5086
Franklin, Parlapiano, Turner & Welch
Texas
US$ 925 mil – – –
Key Capital Management
5087
Key Capital Management
Tennessee
US$ 920 mil +US$ 26,7 mil +130 +3%
Madison Park Capital Advisors
5088
Madison Park Capital Advisors
Washington
US$ 919 mil +US$ 1,6 mi +7.767 +169%
Birch Capital Management
5089
Birch Capital Management
Texas
US$ 918 mil -US$ 391 mil -1.900 -29%
Cornerstone Financial Management
5090
Cornerstone Financial Management
Massachusetts
US$ 918 mil +US$ 290 mil +1.409 +44%
Hurlow Wealth Management Group
5091
Hurlow Wealth Management Group
Indiana
US$ 917 mil +US$ 118 mil +572 +14%
HFAS
5092
Hummer Financial Advisory Services
Illinois
US$ 916 mil – – –
Apex Wealth Management
5093
Apex Wealth Management
New Hampshire
US$ 913 mil +US$ 20,6 mil +100 +2%
Williams & Novak
5094
Williams & Novak
California
US$ 908 mil +US$ 219 mil +1.063 +31%
Paragon Capital Management (Colorado)
5095
Paragon Capital Management (Colorado)
Colorado
US$ 908 mil +US$ 822 +4 +0,1%
Signet Investment Advisory Group
5096
Signet Investment Advisory Group
Rhode Island
US$ 908 mil – – –
WESPAC Advisors
5097
WESPAC Advisors
California
US$ 908 mil -US$ 124 mil -603 -12%
Washington Growth Strategies
5098
Washington Growth Strategies
District of Columbia
US$ 906 mil +US$ 394 mil +1.915 +73%
McRae Capital Management
5099
McRae Capital Management
New Jersey
US$ 903 mil +US$ 61,7 mil +300 +7%
TrueWealth Financial Partners
5100
TrueWealth Financial Partners
Washington
US$ 903 mil -US$ 367 mil -1.785 -28%
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