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SITM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Pinnacle Wealth Planning Services
501
Pinnacle Wealth Planning Services
Ohio
US$ 35,8 mil -US$ 5,04 mil -8 -14%
Quarry LP
502
Quarry LP
New York
US$ 34,3 mil +US$ 27,1 mil +43 +1.433%
Owl Creek Wealth Partners
503
Owl Creek Wealth Partners
Colorado
US$ 33,6 mil +US$ 3,15 mil +5 +13%
Carolina Wealth Advisors
504
Carolina Wealth Advisors
South Carolina
US$ 31,3 mil +US$ 8,83 mil +14 +50%
Key Financial Inc
505
Key Financial Inc
Pennsylvania
US$ 30,6 mil – – –
LRI Investments
506
LRI Investments
Florida
US$ 29,8 mil +US$ 9,46 mil +15 +60%
Thurston Springer Miller Herd & Titak
507
Thurston Springer Miller Herd & Titak
Indiana
US$ 26,8 mil +US$ 3,78 mil +6 +20%
Rothschild Investment LLC
508
Rothschild Investment LLC
Illinois
US$ 25,3 mil -US$ 3,15 mil -5 -13%
Acumen Wealth Advisors
509
Acumen Wealth Advisors
Tennessee
US$ 24,6 mil -US$ 3,78 mil -6 -15%
Brown Brothers Harriman & Co
510
Brown Brothers Harriman & Co
New York
US$ 22,4 mil +US$ 8,83 mil +14 +88%
Spectrum Wealth Advisory Group
511
Spectrum Wealth Advisory Group
California
US$ 22,4 mil +US$ 18,9 mil +30 Nova
Zions Bancorporation, National Association
512
Zions Bancorporation, National Association
Utah
US$ 20,1 mil +US$ 9,46 mil +15 +125%
MCF Advisors
513
MCF Advisors
Kentucky
US$ 19,4 mil -US$ 18,9 mil -30 -54%
PWMG
514
Private Wealth Management Group
New Jersey
US$ 18,6 mil – – –
TFC Financial Management
515
TFC Financial Management
Massachusetts
US$ 17,9 mil +US$ 1,89 mil +3 +14%
Covestor
516
Covestor
United Kingdom
US$ 17 mil -US$ 631 -1 -4%
Parkside Financial Bank & Trust
517
Parkside Financial Bank & Trust
Missouri
US$ 16,4 mil +US$ 1,26 mil +2 +10%
Strategic Wealth Partners
518
Strategic Wealth Partners
Ohio
US$ 16,4 mil – – –
Tema ETFs
519
Tema ETFs
New York
US$ 16,4 mil +US$ 13,9 mil +22 Nova
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
US$ 14,9 mil +US$ 9,46 mil +15 +300%
Essential Partners
521
Essential Partners
California
US$ 14,9 mil +US$ 3,15 mil +5 +33%
Wolverine Asset Management
522
Wolverine Asset Management
Illinois
US$ 14,9 mil +US$ 12,6 mil +20 Nova
KAS
523
Kemnay Advisory Services
New York
US$ 13,4 mil -US$ 154 mil -245 -93%
Farmers & Merchants Investments Inc
524
Farmers & Merchants Investments Inc
Nebraska
US$ 13,4 mil -US$ 631 -1 -5%
Bogart Wealth LLC
525
Bogart Wealth LLC
Virginia
US$ 13,4 mil +US$ 5,04 mil +8 +80%
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