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PNC Financial Services
PNC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Stronghold Wealth Management
1676
Stronghold Wealth Management
Florida
US$ 235 mil +US$ 213 mil +953 Nova
SAMT
1677
Select Asset Management & Trust
Pennsylvania
US$ 234 mil +US$ 213 mil +950 Nova
Pacific Excel Wealth Advisors
1678
Pacific Excel Wealth Advisors
California
US$ 234 mil +US$ 213 mil +950 Nova
Heritage Family Offices
1679
Heritage Family Offices
Arizona
US$ 234 mil +US$ 213 mil +950 Nova
McLean Asset Management
1680
McLean Asset Management
Virginia
US$ 234 mil +US$ 209 mil +935 Nova
JT Stratford LLC
1681
JT Stratford LLC
Georgia
US$ 232 mil +US$ 211 mil +944 Nova
Goepper Burkhardt
1682
Goepper Burkhardt
South Carolina
US$ 232 mil +US$ 211 mil +943 Nova
AIA Group
1683
AIA Group
Hong Kong
US$ 232 mil -US$ 350 mil -1.563 -62%
CFP
1684
Comprehensive Financial Planning
Pennsylvania
US$ 232 mil – – –
Holistic Financial Partners
1685
Holistic Financial Partners
Indiana
US$ 231 mil -US$ 88,7 mil -396 -30%
Avail Investment Partners
1686
Avail Investment Partners
Pennsylvania
US$ 231 mil +US$ 210 mil +940 Nova
Dupree Financial Group
1687
Dupree Financial Group
Kentucky
US$ 231 mil +US$ 210 mil +940 Nova
Hillcrest Wealth Advisors
1688
Hillcrest Wealth Advisors
New Jersey
US$ 231 mil +US$ 210 mil +939 Nova
Cornerstone Advisory
1689
Cornerstone Advisory
Maryland
US$ 231 mil +US$ 210 mil +938 Nova
Legacy Capital Group California
1690
Legacy Capital Group California
California
US$ 231 mil +US$ 210 mil +937 Nova
Aspire Growth Partners
1691
Aspire Growth Partners
Florida
US$ 230 mil +US$ 209 mil +935 Nova
VisionPoint Advisory Group
1692
VisionPoint Advisory Group
Texas
US$ 230 mil +US$ 209 mil +935 Nova
McAdam LLC
1693
McAdam LLC
Pennsylvania
US$ 230 mil +US$ 209 mil +933 Nova
Meadow Creek Wealth Advisors
1694
Meadow Creek Wealth Advisors
Georgia
US$ 229 mil -US$ 14,8 mil -66 -7%
Summitry LLC
1695
Summitry LLC
California
US$ 228 mil +US$ 208 mil +928 Nova
South Shore Capital Advisors
1696
South Shore Capital Advisors
Massachusetts
US$ 228 mil +US$ 208 mil +928 Nova
Walter & Keenan Wealth Management
1697
Walter & Keenan Wealth Management
Indiana
US$ 228 mil +US$ 207 mil +924 Nova
Evernest Financial Advisors
1698
Evernest Financial Advisors
Indiana
US$ 227 mil +US$ 207 mil +923 Nova
Unconventional Investor
1699
Unconventional Investor
New Hampshire
US$ 226 mil +US$ 206 mil +919 Nova
Thompson Siegel & Walmsley
1700
Thompson Siegel & Walmsley
Virginia
US$ 226 mil +US$ 205 mil +917 Nova
66 67
68
69 70