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PSA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Morningstar Investment Management
601
Morningstar Investment Management
Illinois
US$ 658 mil – – –
Formidable Asset Management
602
Formidable Asset Management
Ohio
US$ 657 mil – – –
Crestwood Advisors Group
603
Crestwood Advisors Group
Massachusetts
US$ 645 mil +US$ 318 mil +1.038 +105%
Independent Financial Group
604
Independent Financial Group
California
US$ 643 mil -US$ 612 -2 -0,1%
Vontobel Holding
605
Vontobel Holding
Switzerland
US$ 643 mil -US$ 23,9 mil -78 -4%
Shum Financial Group
606
Shum Financial Group
California
US$ 640 mil +US$ 13,8 mil +45 +2%
Stratos Wealth Partners
607
Stratos Wealth Partners
Ohio
US$ 639 mil +US$ 94,8 mil +310 +18%
Coldstream Capital Management
608
Coldstream Capital Management
Washington
US$ 629 mil -US$ 85,7 mil -280 -12%
HUB Investment Partners
609
HUB Investment Partners
Texas
US$ 620 mil -US$ 11,6 mil -38 -2%
Chesapeake Wealth Management
610
Chesapeake Wealth Management
Virginia
US$ 613 mil -US$ 8,57 mil -28 -1%
AE Wealth Management
611
AE Wealth Management
Kansas
US$ 607 mil +US$ 104 mil +339 +22%
Brighton Jones LLC
612
Brighton Jones LLC
Washington
US$ 607 mil -US$ 56,3 mil -184 -9%
Maia Wealth
613
Maia Wealth
Colorado
US$ 606 mil +US$ 128 mil +417 +28%
IVC Wealth Advisors
614
IVC Wealth Advisors
Pennsylvania
US$ 606 mil -US$ 2,14 mil -7 -0,4%
Strategic Financial Services
615
Strategic Financial Services
New York
US$ 603 mil – – –
WealthPLAN Partners
616
WealthPLAN Partners
Nebraska
US$ 600 mil – – –
Krane Funds Advisors
617
Krane Funds Advisors
New York
US$ 598 mil +US$ 4,59 mil +15 +0,8%
Peapack-Gladstone Financial Corp
618
Peapack-Gladstone Financial Corp
New Jersey
US$ 597 mil -US$ 117 mil -382 -17%
Jamison Private Wealth Management
619
Jamison Private Wealth Management
Georgia
US$ 596 mil +US$ 918 +3 +0,2%
Profund Advisors
620
Profund Advisors
Maryland
US$ 596 mil -US$ 7,04 mil -23 -1%
Kingsview Wealth Management
621
Kingsview Wealth Management
Oregon
US$ 593 mil +US$ 7,04 mil +23 +1%
Sompo Asset Management
622
Sompo Asset Management
Japan
US$ 592 mil -US$ 3,06 mil -10 -0,5%
Atomi Financial Group
623
Atomi Financial Group
New York
US$ 592 mil +US$ 248 mil +811 +77%
Focused Alpha LLC
624
Focused Alpha LLC
Colorado
US$ 584 mil +US$ 7,96 mil +26 +1%
CX Institutional
625
CX Institutional
Indiana
US$ 582 mil +US$ 57,8 mil +189 +12%
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