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PSA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Certuity
726
Certuity
Florida
US$ 376 mil +US$ 23,9 mil +78 +7%
Monetary Management Group
727
Monetary Management Group
Missouri
US$ 374 mil – – –
Evercore Wealth Management
728
Evercore Wealth Management
New York
US$ 374 mil – – –
Atalanta Sosnoff Capital
729
Atalanta Sosnoff Capital
New York
US$ 370 mil -US$ 32,1 mil -105 -8%
17 Capital Partners
730
17 Capital Partners
Arizona
US$ 369 mil +US$ 1,84 mil +6 +0,5%
Boyer Financial Services
731
Boyer Financial Services
California
US$ 366 mil – – –
OneDigital Investment Advisors
732
OneDigital Investment Advisors
Kansas
US$ 363 mil -US$ 43,1 mil -141 -11%
Phillips Wealth Planners
733
Phillips Wealth Planners
Mississippi
US$ 363 mil +US$ 306 +1 +0,1%
Insigneo Advisory Services
734
Insigneo Advisory Services
Florida
US$ 360 mil +US$ 111 mil +362 +47%
Advisory Alpha
735
Advisory Alpha
Michigan
US$ 358 mil -US$ 67,6 mil -221 -16%
Whalerock Point Partners
736
Whalerock Point Partners
Rhode Island
US$ 352 mil – – –
Marex Group
737
Marex Group
US$ 351 mil -US$ 66,4 mil -217 -16%
Versant Capital Management
738
Versant Capital Management
Arizona
US$ 349 mil +US$ 6,42 mil +21 +2%
Weaver Consulting Group
739
Weaver Consulting Group
California
US$ 348 mil -US$ 306 -1 -0,1%
Pembroke Management
740
Pembroke Management
Quebec, Canada
US$ 348 mil -US$ 1,22 mil -4 -0,4%
Kovack Advisors
741
Kovack Advisors
Florida
US$ 341 mil -US$ 143 mil -468 -31%
Panagora Asset Management
742
Panagora Asset Management
Massachusetts
US$ 340 mil – – –
Arkadios Wealth Advisors
743
Arkadios Wealth Advisors
Georgia
US$ 339 mil -US$ 100 mil -328 -24%
Sara-Bay Financial
744
Sara-Bay Financial
Florida
US$ 338 mil – – –
Howard Capital Management
745
Howard Capital Management
Georgia
US$ 337 mil +US$ 324 mil +1.059 Nova
Pinnacle Bancorp
746
Pinnacle Bancorp
Nebraska
US$ 335 mil -US$ 3,06 mil -10 -0,9%
Bond & Devick Financial Network
747
Bond & Devick Financial Network
Minnesota
US$ 335 mil +US$ 1,53 mil +5 +0,5%
Yoder Wealth Management
748
Yoder Wealth Management
California
US$ 334 mil -US$ 1,53 mil -5 -0,5%
Bill Few Associates
749
Bill Few Associates
Pennsylvania
US$ 331 mil +US$ 306 +1 +0,1%
Signature Estate & Investment Advisors
750
Signature Estate & Investment Advisors
California
US$ 328 mil +US$ 89 mil +291 +39%
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