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TEL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Summit Financial
801
Summit Financial
New Jersey
US$ 394 mil -US$ 639 -3 -0,2%
Dorsey & Whitney Trust
802
Dorsey & Whitney Trust
South Dakota
US$ 393 mil -US$ 3,84 mil -18 -0,9%
Montag & Associates
803
Montag & Associates
Georgia
US$ 392 mil – – –
Sax Wealth Advisors
804
Sax Wealth Advisors
New Jersey
US$ 390 mil -US$ 25,4 mil -119 -6%
Patron Partners
805
Patron Partners
Texas
US$ 388 mil -US$ 852 -4 -0,2%
Roehl & Yi Investment Advisors
806
Roehl & Yi Investment Advisors
Oregon
US$ 387 mil -US$ 1,06 mil -5 -0,3%
Obermeyer Wealth Partners
807
Obermeyer Wealth Partners
Colorado
US$ 387 mil – – –
Marble Wealth
808
Marble Wealth
Alabama
US$ 386 mil +US$ 1,49 mil +7 +0,4%
Beck Bode LLC
809
Beck Bode LLC
Massachusetts
US$ 386 mil +US$ 408 mil +1.913 Nova
Basecamp Wealth Advisors
810
Basecamp Wealth Advisors
Washington
US$ 384 mil -US$ 13,4 mil -63 -3%
Lee, Danner & Bass
811
Lee, Danner & Bass
Tennessee
US$ 382 mil +US$ 639 +3 +0,2%
NorthRock Partners
812
NorthRock Partners
Minnesota
US$ 381 mil -US$ 1,7 mil -8 -0,4%
Bright Futures Wealth Management
813
Bright Futures Wealth Management
New York
US$ 380 mil – – –
Zacks Investment Management
814
Zacks Investment Management
Illinois
US$ 379 mil +US$ 49,6 mil +233 +14%
Guerra Pan Advisors
815
Guerra Pan Advisors
New Jersey
US$ 379 mil – – –
Supplemental Annuity Collective Trust (SACT) of New Jersey
816
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
US$ 377 mil -US$ 25,6 mil -120 -6%
Pacific Excel Wealth Advisors
817
Pacific Excel Wealth Advisors
California
US$ 377 mil +US$ 399 mil +1.871 Nova
Heritage Family Offices
818
Heritage Family Offices
Arizona
US$ 377 mil +US$ 65,4 mil +307 +20%
Walter & Keenan Wealth Management
819
Walter & Keenan Wealth Management
Indiana
US$ 376 mil -US$ 6,18 mil -29 -2%
Foundations Investment Advisors
820
Foundations Investment Advisors
Arizona
US$ 375 mil +US$ 39,2 mil +184 +11%
Tripletail Wealth Management
821
Tripletail Wealth Management
Florida
US$ 372 mil -US$ 5,33 mil -25 -1%
CWA Asset Management Group
822
CWA Asset Management Group
Florida
US$ 372 mil +US$ 65 mil +305 +20%
Founders Financial Alliance
823
Founders Financial Alliance
North Carolina
US$ 371 mil -US$ 55,6 mil -261 -12%
Reynders McVeigh Capital Management
824
Reynders McVeigh Capital Management
Massachusetts
US$ 370 mil -US$ 639 -3 -0,2%
Keel Point
825
Keel Point
Alabama
US$ 370 mil +US$ 25,6 mil +120 +7%
31 32
33
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