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OZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Foundations Investment Advisors
26
Foundations Investment Advisors
Arizona
US$ 274 mil -US$ 96,7 mil -1.962 -24%
WWM
27
Walser Wealth Management
Florida
US$ 274 mil – – –
Brown Advisory
28
Brown Advisory
Maryland
US$ 254 mil – – –
Kingswood Wealth Advisors
29
Kingswood Wealth Advisors
California
US$ 242 mil – – –
NewEdge Wealth
30
NewEdge Wealth
Pennsylvania
US$ 239 mil – – –
OWA
31
Outlook Wealth Advisors
Texas
US$ 226 mil – – –
SW
32
SMART Wealth
Nebraska
US$ 224 mil – – –
Prosperity Capital Advisors
33
Prosperity Capital Advisors
Ohio
US$ 221 mil – – –
Accurate Wealth Management
34
Accurate Wealth Management
Florida
US$ 206 mil -US$ 49 -1 -0%
UBS Group
35
UBS Group
Switzerland
US$ 182 mil +US$ 29,2 mil +593 +17%
Central Trust Company
36
Central Trust Company
Missouri
US$ 177 mil +US$ 192 mil +3.899 Nova
AWM
37
Abound Wealth Management
Tennessee
US$ 165 mil – – –
Morgan Stanley
38
Morgan Stanley
New York
US$ 145 mil – – –
RFG
39
REAP Financial Group
Texas
US$ 43,9 mil – – –
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
US$ 27,2 mil +US$ 29,6 mil +600 Nova
Eastern Bank
41
Eastern Bank
Massachusetts
US$ 26,9 mil – – –
FA
42
Fountainhead AM
New Jersey
US$ 13,2 mil -US$ 3,99 mil -81 -22%
Jones Financial Companies
43
Jones Financial Companies
Missouri
US$ 451 +US$ 148 +3 +43%
Kestra Advisory Services
44
Kestra Advisory Services
Texas
– -US$ 561 mil -10.539 Encerrada
TYCC
45
Texas Yale Capital Corp
Florida
– -US$ 223 mil -4.200 Encerrada
Fulton Bank
46
Fulton Bank
Pennsylvania
– -US$ 216 mil -4.060 Encerrada
Moneta Group Investment Advisors
47
Moneta Group Investment Advisors
Missouri
– -US$ 209 mil -3.935 Encerrada
XTX Topco
48
XTX Topco
Cayman Islands
– -US$ 205 mil -3.859 Encerrada
HIC
49
Hamrick Investment Counsel
Washington
– -US$ 67,6 mil -1.270 Encerrada
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