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SHM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Principal Securities
326
Principal Securities
Iowa
US$ 202 mil -US$ 86,5 mil -1.808 -30%
Smartleaf Asset Management
327
Smartleaf Asset Management
Massachusetts
US$ 163 mil – – –
Spire Wealth Management
328
Spire Wealth Management
Virginia
US$ 156 mil – – –
MassMutual Private Wealth & Trust
329
MassMutual Private Wealth & Trust
Connecticut
US$ 151 mil -US$ 3,21 mil -67 -2%
Rossmore Private Capital
330
Rossmore Private Capital
Connecticut
US$ 105 mil – – –
Blue Trust Inc
331
Blue Trust Inc
Georgia
US$ 105 mil +US$ 2,3 mil +48 +2%
Harbour Investments
332
Harbour Investments
Wisconsin
US$ 101 mil -US$ 431 -9 -0,4%
Migdal Insurance & Financial Holdings
333
Migdal Insurance & Financial Holdings
Israel
US$ 101 mil – – –
WealthShield Partners
334
WealthShield Partners
North Carolina
US$ 82,1 mil -US$ 121 mil -2.523 -60%
BFSG LLC
335
BFSG LLC
California
US$ 75 mil – – –
BNP Paribas Financial Markets
336
BNP Paribas Financial Markets
France
US$ 72,3 mil +US$ 70,8 mil +1.480 +5.286%
Frazier Financial Advisors
337
Frazier Financial Advisors
Ohio
US$ 69,1 mil -US$ 48,3 mil -1.010 -41%
O'Shaughnessy Asset Management
338
O'Shaughnessy Asset Management
Connecticut
US$ 66,4 mil -US$ 39,5 mil -825 -37%
Loring Wolcott & Coolidge Fiduciary Advisors
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$ 64,8 mil – – –
Blume Capital Management
340
Blume Capital Management
California
US$ 64,7 mil – – –
Geneos Wealth Management
341
Geneos Wealth Management
Colorado
US$ 59,2 mil – – –
Golden State Wealth Management
342
Golden State Wealth Management
California
US$ 51,2 mil +US$ 335 +7 +0,7%
Fedenia Advisers
343
Fedenia Advisers
Wisconsin
US$ 48 mil +US$ 47,9 mil +1.000 Nova
Hilltop National Bank
344
Hilltop National Bank
Wyoming
US$ 47,6 mil – – –
Private Wealth Asset Management
345
Private Wealth Asset Management
Iowa
US$ 39,2 mil +US$ 39,1 mil +818 Nova
UBS AM
346
UBS AM
Illinois
US$ 38,2 mil -US$ 2,19 mi -45.708 -98%
First United Bank & Trust
347
First United Bank & Trust
Maryland
US$ 37,2 mil – – –
LGT Financial Advisors
348
LGT Financial Advisors
Texas
US$ 35,1 mil +US$ 35 mil +731 Nova
Richardson Financial Services
349
Richardson Financial Services
Massachusetts
US$ 33 mil -US$ 3,45 mil -72 -9%
Rossby Financial
350
Rossby Financial
Florida
US$ 33 mil -US$ 670 -14 -2%
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