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PSA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
AlphaStar Capital Management
876
AlphaStar Capital Management
North Carolina
US$ 213 mil +US$ 204 mil +668 Nova
Excalibur Management
877
Excalibur Management
Massachusetts
US$ 212 mil +US$ 204 mil +666 Nova
Lathrop Investment Management
878
Lathrop Investment Management
Arkansas
US$ 212 mil +US$ 204 mil +667 Nova
Oxbow Advisors
879
Oxbow Advisors
Texas
US$ 210 mil +US$ 202 mil +659 Nova
Advisory Advocates
880
Advisory Advocates
Michigan
US$ 209 mil +US$ 201 mil +658 Nova
Hamilton Point Investment Advisors
881
Hamilton Point Investment Advisors
North Carolina
US$ 208 mil +US$ 200 mil +655 Nova
Live Oak Investment Partners
882
Live Oak Investment Partners
Texas
US$ 208 mil -US$ 53,2 mil -174 -21%
Westco Advisory Services
883
Westco Advisory Services
New York
US$ 207 mil -US$ 61,2 mil -200 -24%
Clark Capital Management Group
884
Clark Capital Management Group
Pennsylvania
US$ 207 mil +US$ 199 mil +649 Nova
S.A. Mason
885
S.A. Mason
Michigan
US$ 205 mil +US$ 6,12 mil +20 +3%
Gemmer Asset Management
886
Gemmer Asset Management
California
US$ 204 mil +US$ 196 mil +642 Nova
MASTERINVEST Kapitalanlage
887
MASTERINVEST Kapitalanlage
US$ 203 mil +US$ 195 mil +637 Nova
Wingate Wealth Advisors
888
Wingate Wealth Advisors
Massachusetts
US$ 202 mil +US$ 195 mil +636 Nova
Defiance ETFs
889
Defiance ETFs
New York
US$ 200 mil +US$ 190 mil +620 Nova
Private Trust Company
890
Private Trust Company
Ohio
US$ 199 mil -US$ 612 -2 -0,3%
Deseret Mutual Benefit Administrators
891
Deseret Mutual Benefit Administrators
Utah
US$ 198 mil -US$ 18,4 mil -60 -9%
Los Angeles Capital Management
892
Los Angeles Capital Management
California
US$ 194 mil -US$ 29,4 mil -96 -14%
Virtus Investment Advisers
893
Virtus Investment Advisers
Connecticut
US$ 194 mil -US$ 25,4 mil -83 -12%
EverSource Wealth Advisors
894
EverSource Wealth Advisors
Alabama
US$ 183 mil +US$ 7,65 mil +25 +5%
Advisornet Financial
895
Advisornet Financial
Minnesota
US$ 182 mil -US$ 11 mil -36 -6%
HM Payson & Co
896
HM Payson & Co
Maine
US$ 181 mil – – –
Plante Moran Financial Advisors
897
Plante Moran Financial Advisors
Michigan
US$ 177 mil +US$ 3,67 mil +12 +2%
Physician Wealth Advisors
898
Physician Wealth Advisors
Utah
US$ 169 mil +US$ 6,12 mil +20 +4%
Grove Bank & Trust
899
Grove Bank & Trust
Florida
US$ 169 mil – – –
Institute for Wealth Management
900
Institute for Wealth Management
Colorado
US$ 168 mil +US$ 161 mil +527 Nova
34 35
36
37 38