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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Synergy Asset Management
1326
Synergy Asset Management
Washington
US$ 594 mil +US$ 207 mil +2.054 +55%
Smith Thornton Advisors
1327
Smith Thornton Advisors
Alabama
US$ 592 mil +US$ 70,9 mil +704 +15%
Jeppson Wealth Management
1328
Jeppson Wealth Management
California
US$ 591 mil -US$ 6,14 mil -61 -1%
Red Lighthouse Investment Management
1329
Red Lighthouse Investment Management
New York
US$ 591 mil +US$ 1,71 mil +17 +0,3%
3Chopt Investment Partners
1330
3Chopt Investment Partners
Virginia
US$ 590 mil +US$ 111 mil +1.103 +24%
Rayburn West Financial Services
1331
Rayburn West Financial Services
Tennessee
US$ 590 mil – – –
Meadowbrook Wealth Management
1332
Meadowbrook Wealth Management
New York
US$ 587 mil +US$ 572 mil +5.675 Nova
Shufro Rose & Co
1333
Shufro Rose & Co
New York
US$ 586 mil +US$ 578 mil +5.735 Nova
Zuckerman Investment Group
1334
Zuckerman Investment Group
Illinois
US$ 585 mil – – –
Private Advisory Group
1335
Private Advisory Group
Washington
US$ 579 mil -US$ 146 mil -1.450 -20%
Guardian Wealth Advisors (North Carolina)
1336
Guardian Wealth Advisors (North Carolina)
North Carolina
US$ 579 mil -US$ 17,6 mil -175 -3%
High Note Wealth
1337
High Note Wealth
Minnesota
US$ 578 mil -US$ 53,7 mil -533 -9%
DecisionMap Wealth Management
1338
DecisionMap Wealth Management
Virginia
US$ 576 mil -US$ 103 mil -1.018 -15%
Retirement Planning Company of New England
1339
Retirement Planning Company of New England
Rhode Island
US$ 574 mil -US$ 2,22 mil -22 -0,4%
Evergreen Wealth Solutions
1340
Evergreen Wealth Solutions
Pennsylvania
US$ 570 mil +US$ 44,2 mil +439 +9%
Pekin Hardy Strauss
1341
Pekin Hardy Strauss
Illinois
US$ 569 mil +US$ 16,2 mil +161 +3%
Stonebrook Private
1342
Stonebrook Private
Michigan
US$ 569 mil -US$ 16,8 mil -167 -3%
Chaney Capital Management
1343
Chaney Capital Management
Washington
US$ 568 mil -US$ 1,31 mil -13 -0,2%
Premier Path Wealth Partners
1344
Premier Path Wealth Partners
New Jersey
US$ 568 mil +US$ 43,7 mil +434 +8%
Maia Wealth
1345
Maia Wealth
Colorado
US$ 568 mil -US$ 268 mil -2.658 -32%
CBT
1346
Central Bank & Trust
Kentucky
US$ 564 mil -US$ 87,3 mil -867 -14%
Snider Financial Group
1347
Snider Financial Group
Washington
US$ 561 mil -US$ 104 mil -1.029 -16%
SNS Financial Group
1348
SNS Financial Group
Minnesota
US$ 560 mil +US$ 552 mil +5.477 Nova
Allen Capital Group
1349
Allen Capital Group
Nebraska
US$ 557 mil -US$ 806 -8 -0,1%
BFO
1350
Boston Family Office
Massachusetts
US$ 556 mil +US$ 5,74 mil +57 +1%
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