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SITM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
IAIM
526
International Assets Investment Management
Florida
US$ 10,6 mil +US$ 9,46 mil +15 Nova
AW
527
Avion Wealth
Texas
US$ 10 mil – – –
High Note Wealth
528
High Note Wealth
Minnesota
US$ 9,7 mil – – –
Cornerstone Financial Management
529
Cornerstone Financial Management
Massachusetts
US$ 8,2 mil – – –
Richardson Capital Management
530
Richardson Capital Management
Wisconsin
US$ 8,2 mil – – –
BCH
531
Berkshire Capital Holdings
California
US$ 7,46 mil – – –
Golden State Wealth Management
532
Golden State Wealth Management
California
US$ 7,46 mil – – –
JPL Wealth Management
533
JPL Wealth Management
Colorado
US$ 7,46 mil – – –
Basecamp Wealth Advisors
534
Basecamp Wealth Advisors
Washington
US$ 7,46 mil +US$ 1,89 mil +3 +43%
Westfuller Advisors
535
Westfuller Advisors
New York
US$ 5,87 mil – – –
First Horizon Corporation
536
First Horizon Corporation
Tennessee
US$ 5,22 mil +US$ 4,41 mil +7 Nova
National Bank of Canada
537
National Bank of Canada
Quebec, Canada
US$ 5,1 mil +US$ 4,41 mil +7 Nova
WhitTier Trust Company
538
WhitTier Trust Company
Nevada
US$ 4,74 mil -US$ 3,15 mil -5 -38%
Manchester Capital Management
539
Manchester Capital Management
Vermont
US$ 4,47 mil – – –
Highline Wealth Partners
540
Highline Wealth Partners
California
US$ 4,47 mil – – –
Keating Financial Advisory Services
541
Keating Financial Advisory Services
Kansas
US$ 4,47 mil +US$ 1,89 mil +3 +100%
SHP Wealth Management
542
SHP Wealth Management
Massachusetts
US$ 4,47 mil +US$ 2,52 mil +4 +200%
Hughes Financial Services
543
Hughes Financial Services
Virginia
US$ 3,73 mil -US$ 1,26 mil -2 -29%
Clearstead Advisors
544
Clearstead Advisors
Ohio
US$ 3,73 mil – – –
CIA
545
Cape Investment Advisory
Georgia
US$ 3,73 mil +US$ 3,15 mil +5 Nova
CH
546
Cromwell Holdings
Wyoming
US$ 3,73 mil +US$ 3,15 mil +5 Nova
True Wealth Design
547
True Wealth Design
Ohio
US$ 2,98 mil -US$ 1,89 mil -3 -43%
Sachetta
548
Sachetta
Massachusetts
US$ 2,98 mil +US$ 1,26 mil +2 +100%
Prestige Wealth Management Group
549
Prestige Wealth Management Group
New Jersey
US$ 2,98 mil +US$ 1,89 mil +3 +300%
Continuum Advisory
550
Continuum Advisory
Idaho
US$ 2,98 mil +US$ 2,52 mil +4 Nova
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