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PG&E
PCG

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Atomi Financial Group
576
Atomi Financial Group
New York
US$ 401 mil +US$ 67 mil +3.980 +20%
Perigon Wealth Management
577
Perigon Wealth Management
California
US$ 393 mil -US$ 217 mil -12.880 -36%
Zions Bancorporation, National Association
578
Zions Bancorporation, National Association
Utah
US$ 391 mil +US$ 46 mil +2.731 +13%
Ascent Group
579
Ascent Group
Virginia
US$ 390 mil -US$ 8,13 mil -483 -2%
DA
580
Doliver Advisors
Texas
US$ 389 mil -US$ 10,9 mil -650 -3%
TC
581
TwinBeech Capital
New York
US$ 386 mil -US$ 7,48 mi -444.355 -95%
Wedmont Private Capital
582
Wedmont Private Capital
Pennsylvania
US$ 385 mil +US$ 3,13 mil +186 +0,8%
iA Global Asset Management
583
iA Global Asset Management
Quebec, Canada
US$ 384 mil -US$ 153 mil -9.100 -28%
FRM
584
Fox Run Management
Connecticut
US$ 383 mil +US$ 383 mil +22.770 Nova
MGO One Seven
585
MGO One Seven
Ohio
US$ 379 mil -US$ 46,4 mil -2.757 -11%
Clear Harbor Asset Management
586
Clear Harbor Asset Management
Connecticut
US$ 378 mil – – –
FWP
587
Family Wealth Partners
North Carolina
US$ 378 mil -US$ 64,2 mil -3.817 -15%
Root Financial Partners
588
Root Financial Partners
California
US$ 377 mil +US$ 117 mil +6.962 +45%
Institute for Wealth Management
589
Institute for Wealth Management
Colorado
US$ 374 mil -US$ 37,4 mil -2.222 -9%
Truist Financial
590
Truist Financial
North Carolina
US$ 372 mil -US$ 418 mil -24.864 -53%
LWA
591
LifeGoal Wealth Advisors
New York
US$ 370 mil -US$ 7,79 mil -463 -2%
TWD
592
True Wealth Design
Ohio
US$ 370 mil -US$ 30,5 mil -1.815 -8%
ALAM
593
Asahi Life Asset Management
Japan
US$ 368 mil +US$ 368 mil +21.890 Nova
Cidel Asset Management
594
Cidel Asset Management
Ontario, Canada
US$ 365 mil +US$ 53,5 mil +3.179 +17%
Hunter Associates Investment Management
595
Hunter Associates Investment Management
Pennsylvania
US$ 361 mil -US$ 4,56 mil -271 -1%
Aptus Capital Advisors
596
Aptus Capital Advisors
Alabama
US$ 358 mil -US$ 48,4 mil -2.879 -12%
Kestra Advisory Services
597
Kestra Advisory Services
Texas
US$ 355 mil -US$ 16,3 mil -967 -4%
Cigna Investments
598
Cigna Investments
Connecticut
US$ 350 mil – – –
Simplicity Wealth
599
Simplicity Wealth
New Jersey
US$ 348 mil +US$ 114 mil +6.784 +49%
SignatureFD
600
SignatureFD
Georgia
US$ 347 mil +US$ 98 mil +5.826 +39%
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