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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Copia Wealth Management
1501
Copia Wealth Management
Oregon
US$ 317 mil +US$ 28,7 mil +42 +11%
AFT
1502
Alpha Family Trust
California
US$ 317 mil – – –
CH
1503
Cromwell Holdings
Wyoming
US$ 316 mil – – –
Personal CFO Solutions
1504
Personal CFO Solutions
New Jersey
US$ 314 mil +US$ 298 mil +436 Nova
Ehrenkranz Partners
1505
Ehrenkranz Partners
New York
US$ 313 mil -US$ 17,1 mil -25 -5%
Ducere Wealth Management
1506
Ducere Wealth Management
California
US$ 312 mil +US$ 26,7 mil +39 +10%
MVF
1507
Markin Volterra Fund
New York
US$ 312 mil +US$ 297 mil +434 Nova
LVW Advisors
1508
LVW Advisors
New York
US$ 312 mil +US$ 19,8 mil +29 +7%
Calton & Associates
1509
Calton & Associates
Florida
US$ 311 mil -US$ 76,6 mil -112 -21%
Hamilton Point Investment Advisors
1510
Hamilton Point Investment Advisors
North Carolina
US$ 310 mil – – –
Kornitzer Capital Management
1511
Kornitzer Capital Management
Kansas
US$ 310 mil – – –
Waldron Private Wealth
1512
Waldron Private Wealth
Pennsylvania
US$ 308 mil +US$ 293 mil +428 Nova
Accurate Wealth Management
1513
Accurate Wealth Management
Florida
US$ 307 mil -US$ 47,8 mil -70 -13%
Gilbert Capital Group
1514
Gilbert Capital Group
Maine
US$ 306 mil – – –
Adirondack Trust Company
1515
Adirondack Trust Company
New York
US$ 306 mil – – –
Herold Advisors
1516
Herold Advisors
New York
US$ 306 mil -US$ 68,4 mil -100 -19%
SVB Wealth
1517
SVB Wealth
Massachusetts
US$ 305 mil +US$ 3,42 mil +5 +1%
J. Safra Asset Management
1518
J. Safra Asset Management
New York
US$ 304 mil +US$ 23,9 mil +35 +9%
Edmond de Rothschild Holding
1519
Edmond de Rothschild Holding
Switzerland
US$ 304 mil +US$ 288 mil +422 Nova
Integrated Quantitative Investments
1520
Integrated Quantitative Investments
Washington
US$ 304 mil +US$ 288 mil +422 Nova
Legato Capital Management
1521
Legato Capital Management
California
US$ 304 mil +US$ 288 mil +422 Nova
DeDora Capital
1522
DeDora Capital
California
US$ 302 mil -US$ 16,4 mil -24 -5%
KWMG LLC
1523
KWMG LLC
Kansas
US$ 302 mil -US$ 10,9 mil -16 -4%
Susquehanna Fundamental Investments
1524
Susquehanna Fundamental Investments
Pennsylvania
US$ 302 mil – – –
Confluence Wealth Services
1525
Confluence Wealth Services
Pennsylvania
US$ 302 mil +US$ 287 mil +420 Nova