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PSA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Second Line Capital
701
Second Line Capital
Louisiana
US$ 414 mil +US$ 90,9 mil +297 +30%
PBK
702
Peoples Bank (Kansas)
Kansas
US$ 409 mil – – –
Wilmington Savings Fund Society
703
Wilmington Savings Fund Society
Delaware
US$ 409 mil – – –
Dorsey & Whitney Trust
704
Dorsey & Whitney Trust
South Dakota
US$ 408 mil -US$ 2,75 mil -9 -0,7%
Sagewood Asset Management
705
Sagewood Asset Management
New York
US$ 408 mil +US$ 392 mil +1.282 Nova
PFG Investments
706
PFG Investments
New York
US$ 407 mil -US$ 48,3 mil -158 -11%
Gerber Kawasaki Wealth & Investment Management
707
Gerber Kawasaki Wealth & Investment Management
California
US$ 402 mil +US$ 387 mil +1.264 Nova
Intrua Financial
708
Intrua Financial
Texas
US$ 402 mil +US$ 387 mil +1.264 Nova
Blue Fin Capital
709
Blue Fin Capital
Rhode Island
US$ 402 mil – – –
Creekside Partners
710
Creekside Partners
California
US$ 401 mil – – –
Mechanics Bank - Trust Department
711
Mechanics Bank - Trust Department
California
US$ 401 mil -US$ 139 mil -455 -27%
Meadowbrook Advisors Group
712
Meadowbrook Advisors Group
New Jersey
US$ 400 mil +US$ 384 mil +1.256 Nova
Lederer & Associates Investment Counsel
713
Lederer & Associates Investment Counsel
California
US$ 393 mil – – –
Asset Planning Inc
714
Asset Planning Inc
California
US$ 392 mil +US$ 3,67 mil +12 +1%
Essex Financial Services
715
Essex Financial Services
Connecticut
US$ 390 mil -US$ 94,5 mil -309 -20%
Smartleaf Asset Management
716
Smartleaf Asset Management
Massachusetts
US$ 388 mil – – –
Chesley Taft & Associates
717
Chesley Taft & Associates
Illinois
US$ 388 mil +US$ 2,14 mil +7 +0,6%
BFCFSI
718
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
US$ 387 mil -US$ 352 mil -1.150 -49%
Premier Path Wealth Partners
719
Premier Path Wealth Partners
New Jersey
US$ 387 mil -US$ 38,2 mil -125 -9%
Evergreen Wealth Solutions
720
Evergreen Wealth Solutions
Pennsylvania
US$ 386 mil +US$ 359 mil +1.175 Nova
TD Private Client Wealth
721
TD Private Client Wealth
New York
US$ 386 mil +US$ 4,28 mil +14 +1%
Nilsine Partners
722
Nilsine Partners
Colorado
US$ 385 mil +US$ 10,4 mil +34 +3%
First Foundation Advisors
723
First Foundation Advisors
California
US$ 385 mil -US$ 11,6 mil -38 -3%
Quotient Wealth Partners
724
Quotient Wealth Partners
Texas
US$ 384 mil +US$ 30,3 mil +99 +9%
PDS Planning
725
PDS Planning
Ohio
US$ 380 mil +US$ 3,67 mil +12 +1%
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