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Nome Posição Valor negociado Ações
Variação
Variação na
participação
SJS Investment Consulting
601
SJS Investment Consulting
Ohio
US$ 55,9 mil +US$ 1,93 mil +8 +4%
Kingdom Financial Group
602
Kingdom Financial Group
Arizona
US$ 55,4 mil -US$ 5,3 mil -22 -10%
Valley National Advisers
603
Valley National Advisers
Pennsylvania
US$ 54 mil – – –
True Wealth Design
604
True Wealth Design
Ohio
US$ 45,4 mil +US$ 6,02 mil +25 +17%
Ameritas Advisory Services
605
Ameritas Advisory Services
Nebraska
US$ 45,3 mil +US$ 41 mil +170 Nova
Dorato Capital Management
606
Dorato Capital Management
Colorado
US$ 45,3 mil – – –
Highline Wealth Partners
607
Highline Wealth Partners
California
US$ 42,8 mil – – –
American National Bank & Trust
608
American National Bank & Trust
Texas
US$ 42,5 mil – – –
Parkside Financial Bank & Trust
609
Parkside Financial Bank & Trust
Missouri
US$ 42,2 mil +US$ 9,4 mil +39 +33%
Measured Wealth Private Client Group
610
Measured Wealth Private Client Group
New Hampshire
US$ 41,7 mil – – –
Peregrine Capital Management
611
Peregrine Capital Management
Minnesota
US$ 40,1 mil – – –
MassMutual Private Wealth & Trust
612
MassMutual Private Wealth & Trust
Connecticut
US$ 39,8 mil +US$ 5,78 mil +24 +19%
Central Trust Company
613
Central Trust Company
Missouri
US$ 39 mil +US$ 6,5 mil +27 +23%
Compass Financial Management
614
Compass Financial Management
Florida
US$ 38,3 mil +US$ 34,7 mil +144 Nova
Harbour Investments
615
Harbour Investments
Wisconsin
US$ 35,7 mil +US$ 2,41 mil +10 +8%
V-Square Quantitative Management
616
V-Square Quantitative Management
Illinois
US$ 35,3 mil +US$ 31,8 mil +132 Nova
CVA Family Office
617
CVA Family Office
Colorado
US$ 34,8 mil +US$ 6,26 mil +26 +25%
Abound Wealth Management
618
Abound Wealth Management
Tennessee
US$ 34,2 mil – – –
Ares Financial Consulting
619
Ares Financial Consulting
California
US$ 29,9 mil +US$ 1,69 mil +7 +7%
Basecamp Wealth Advisors
620
Basecamp Wealth Advisors
Washington
US$ 29,7 mil – – –
APFP
621
Action Point Financial Planning
Michigan
US$ 28,3 mil +US$ 26,3 mil +109 Nova
Bell Investment Advisors
622
Bell Investment Advisors
California
US$ 27 mil +US$ 482 +2 +2%
Costello Asset Management
623
Costello Asset Management
Pennsylvania
US$ 26,7 mil – – –
Harbor Investment Advisory
624
Harbor Investment Advisory
Maryland
US$ 25,7 mil – – –
First Bancorp
625
First Bancorp
Maine
US$ 24,1 mil +US$ 21,7 mil +90 Nova