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Otter Tail
OTTR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Valtinson Bruner Financial Planning
201
Valtinson Bruner Financial Planning
Minnesota
US$ 408 mil -US$ 24,6 mil -278 -6%
Swiss Life Asset Management
202
Swiss Life Asset Management
US$ 400 mil +US$ 34,1 mil +386 +10%
Accredited Investors
203
Accredited Investors
Minnesota
US$ 399 mil +US$ 2,56 mil +29 +0,7%
Harbour Investments
204
Harbour Investments
Wisconsin
US$ 395 mil -US$ 19 mil -215 -5%
Wealth Forward LLC
205
Wealth Forward LLC
North Dakota
US$ 381 mil – – –
Steward Partners Investment Advisory
206
Steward Partners Investment Advisory
New York
US$ 377 mil +US$ 62 mil +702 +20%
BOK Financial
207
BOK Financial
Oklahoma
US$ 375 mil -US$ 3,45 mil -39 -0,9%
Mirabella Financial Services
208
Mirabella Financial Services
United Kingdom
US$ 368 mil +US$ 361 mil +4.088 Nova
Bell Bank
209
Bell Bank
North Dakota
US$ 368 mil – – –
Tactive Advisors
210
Tactive Advisors
Florida
US$ 364 mil +US$ 358 mil +4.050 Nova
Gotham Asset Management
211
Gotham Asset Management
New York
US$ 361 mil -US$ 80,1 mil -907 -18%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
US$ 357 mil +US$ 26,5 mil +300 +8%
Xponance
213
Xponance
Pennsylvania
US$ 349 mil +US$ 23,8 mil +269 +7%
Chesley Taft & Associates
214
Chesley Taft & Associates
Illinois
US$ 331 mil – – –
Tidal Investments
215
Tidal Investments
Wisconsin
US$ 331 mil +US$ 325 mil +3.676 Nova
Voleon Capital Management
216
Voleon Capital Management
California
US$ 322 mil -US$ 481 mil -5.450 -60%
Ameritas Investment Partners
217
Ameritas Investment Partners
Nebraska
US$ 319 mil +US$ 29 mil +328 +10%
First Citizens Bank & Trust
218
First Citizens Bank & Trust
North Carolina
US$ 319 mil -US$ 27,2 mil -308 -8%
IFS
219
Ifrah Financial Services
Arkansas
US$ 315 mil +US$ 2,03 mil +23 +0,7%
BPI
220
BFC Planning, Inc.
Iowa
US$ 314 mil +US$ 30,3 mil +343 +11%
AB
221
Atlas Brown
Kentucky
US$ 314 mil – – –
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
US$ 306 mil -US$ 26,8 mil -303 -8%
Van Diest Capital
223
Van Diest Capital
Iowa
US$ 304 mil +US$ 298 mil +3.374 Nova
GSA Capital Partners
224
GSA Capital Partners
United Kingdom
US$ 292 mil +US$ 49,6 mil +561 +21%
Lifelong Wealth Advisors
225
Lifelong Wealth Advisors
Minnesota
US$ 285 mil – – –
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