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PNC Financial Services
PNC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
High Note Wealth
1851
High Note Wealth
Minnesota
US$ 59,8 mil +US$ 4,48 mil +20 +9%
Pin Oak Investment Advisors
1852
Pin Oak Investment Advisors
Texas
US$ 58 mil +US$ 448 +2 +0,9%
Anchor Investment Management
1853
Anchor Investment Management
South Carolina
US$ 55,9 mil +US$ 12,3 mil +55 +32%
Evelyn Partners
1854
Evelyn Partners
US$ 54,2 mil +US$ 49,3 mil +220 Nova
Beacon Investment Advisory Services
1855
Beacon Investment Advisory Services
New Jersey
US$ 52,9 mil +US$ 3,36 mil +15 +8%
Union Savings Bank
1856
Union Savings Bank
Connecticut
US$ 52,2 mil – – –
Boreal Capital Management
1857
Boreal Capital Management
Florida
US$ 52 mil – – –
JPL Wealth Management
1858
JPL Wealth Management
Colorado
US$ 51,5 mil +US$ 8,06 mil +36 +21%
Davis Capital Management
1859
Davis Capital Management
Florida
US$ 51,5 mil +US$ 45,9 mil +205 +5.125%
Westfuller Advisors
1860
Westfuller Advisors
New York
US$ 50,9 mil -US$ 896 -4 -2%
CIA
1861
Cape Investment Advisory
Georgia
US$ 50,5 mil +US$ 45,9 mil +205 Nova
Westside Investment Management
1862
Westside Investment Management
California
US$ 50 mil – – –
Cornerstone Planning Group
1863
Cornerstone Planning Group
New Jersey
US$ 50 mil -US$ 4,03 mil -18 -8%
Highline Wealth Partners
1864
Highline Wealth Partners
California
US$ 49,8 mil +US$ 4,03 mil +18 +10%
Country Trust Bank
1865
Country Trust Bank
Illinois
US$ 49,5 mil -US$ 8,51 mil -38 -16%
Centerpoint Advisors
1866
Centerpoint Advisors
Massachusetts
US$ 47 mil +US$ 224 +1 +0,5%
Covestor
1867
Covestor
United Kingdom
US$ 47 mil +US$ 2,46 mil +11 +6%
Jackson Grant Investment Advisers
1868
Jackson Grant Investment Advisers
Connecticut
US$ 46,8 mil – – –
Pension & Wealth Management Advisors
1869
Pension & Wealth Management Advisors
Massachusetts
US$ 46,8 mil +US$ 42,5 mil +190 Nova
Sarver Vrooman Wealth Advisors
1870
Sarver Vrooman Wealth Advisors
Missouri
US$ 46,3 mil -US$ 1,34 mil -6 -3%
Wilkerson Advisory Group
1871
Wilkerson Advisory Group
Missouri
US$ 44,3 mil +US$ 7,39 mil +33 +22%
Richardson Financial Services
1872
Richardson Financial Services
Massachusetts
US$ 43,6 mil +US$ 39,6 mil +177 Nova
Toth Financial Advisory
1873
Toth Financial Advisory
Virginia
US$ 43,1 mil -US$ 42,8 mil -191 -52%
West Financial Advisors
1874
West Financial Advisors
Iowa
US$ 42,8 mil – – –
Meramec Financial Planners
1875
Meramec Financial Planners
Missouri
US$ 42,7 mil – – –
73 74
75
76 77