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SPOT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Creative Financial Designs
1151
Creative Financial Designs
Indiana
US$ 12,4 mil -US$ 1,91 mil -4 -13%
Tidemark
1152
Tidemark
California
US$ 12,4 mil – – –
MHR
1153
Matthew Hamilton Rosenberg
US$ 11,9 mil +US$ 12,4 mil +26 Nova
Rialto Wealth Management
1154
Rialto Wealth Management
New York
US$ 11,5 mil -US$ 477 -1 -4%
CFP
1155
Comprehensive Financial Planning
Pennsylvania
US$ 11,5 mil – – –
AWM
1156
Aberdeen Wealth Management
Illinois
US$ 11,5 mil +US$ 11,9 mil +25 Nova
Abound Wealth Management
1157
Abound Wealth Management
Tennessee
US$ 11 mil -US$ 953 -2 -8%
NBT Bank
1158
NBT Bank
New York
US$ 11 mil – – –
1620 Investment Advisors
1159
1620 Investment Advisors
Massachusetts
US$ 11 mil +US$ 1,91 mil +4 +20%
Whipplewood Advisors
1160
Whipplewood Advisors
Colorado
US$ 10,1 mil -US$ 21,9 mil -46 -68%
DiNuzzo Private Wealth
1161
DiNuzzo Private Wealth
Pennsylvania
US$ 10,1 mil -US$ 1,43 mil -3 -12%
Center for Financial Planning
1162
Center for Financial Planning
Michigan
US$ 10,1 mil – – –
Avalon Trust
1163
Avalon Trust
New Mexico
US$ 9,6 mil – – –
Medallion Wealth Advisors
1164
Medallion Wealth Advisors
Connecticut
US$ 9,18 mil -US$ 7,15 mil -15 -43%
Albion Financial Group
1165
Albion Financial Group
Utah
US$ 9,18 mil -US$ 2,38 mil -5 -20%
Montag & Associates
1166
Montag & Associates
Georgia
US$ 9,18 mil -US$ 953 -2 -9%
Orion Capital Management
1167
Orion Capital Management
California
US$ 9,18 mil +US$ 4,77 mil +10 +100%
Centerpoint Advisors
1168
Centerpoint Advisors
Massachusetts
US$ 9 mil – – –
Clearstead Trust
1169
Clearstead Trust
Maine
US$ 8,72 mil +US$ 953 +2 +12%
TCOT
1170
Trust Company of Toledo
Ohio
US$ 8,72 mil +US$ 9,06 mil +19 Nova
Armstrong Advisory Group
1171
Armstrong Advisory Group
Massachusetts
US$ 8,26 mil – – –
Chilton Capital Management
1172
Chilton Capital Management
Texas
US$ 8,26 mil – – –
Financial Consulate
1173
Financial Consulate
Maryland
US$ 7,81 mil +US$ 953 +2 +13%
TD Capital Management
1174
TD Capital Management
Tennessee
US$ 7,8 mil – – –
Cranbrook Wealth Management
1175
Cranbrook Wealth Management
Michigan
US$ 7,35 mil – – –
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