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TOST

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
PS
726
Planning Strategies
Pennsylvania
US$ 1,81 mil +US$ 1,7 mil +65 Nova
B
727
Bayban
Minnesota
US$ 1,72 mil – – –
Raffa Wealth Management
728
Raffa Wealth Management
District of Columbia
US$ 1,7 mil +US$ 678 +26 +74%
TWD
729
True Wealth Design
Ohio
US$ 1,64 mil -US$ 3,26 mil -125 -68%
WAS
730
Winch Advisory Services
Wisconsin
US$ 1,64 mil – – –
SWIM
731
Smallwood Wealth Investment Management
New Jersey
US$ 1,61 mil – – –
Marquette Asset Management
732
Marquette Asset Management
Minnesota
US$ 1,59 mil -US$ 4,12 mil -158 -73%
PWA
733
Principia Wealth Advisory
Texas
US$ 1,56 mil +US$ 156 +6 +12%
Private Trust Company
734
Private Trust Company
Ohio
US$ 1,47 mil -US$ 4,12 mil -158 -75%
WPA
735
West Paces Advisors
Georgia
US$ 1,45 mil +US$ 1,36 mil +52 Nova
Atlantic Union Bankshares
736
Atlantic Union Bankshares
Virginia
US$ 1,39 mil -US$ 11,1 mil -427 -90%
JFS Wealth Advisors
737
JFS Wealth Advisors
Pennsylvania
US$ 1,39 mil -US$ 1,56 mil -60 -55%
AA
738
Addison Advisors
Vermont
US$ 1,39 mil – – –
JWM
739
JPL Wealth Management
Colorado
US$ 1,39 mil – – –
UMB Bank
740
UMB Bank
Missouri
US$ 1,34 mil -US$ 6,88 mil -264 -85%
Atlas Capital Advisors
741
Atlas Capital Advisors
Wyoming
US$ 1,34 mil – – –
HWP
742
Highline Wealth Partners
California
US$ 1,34 mil +US$ 104 +4 +9%
WA
743
Whipplewood Advisors
Colorado
US$ 1,31 mil – – –
Advisornet Financial
744
Advisornet Financial
Minnesota
US$ 1,25 mil -US$ 156 -6 -12%
OCWP
745
Owl Creek Wealth Partners
Colorado
US$ 1,11 mil -US$ 5,74 mil -220 -85%
Private Wealth Asset Management
746
Private Wealth Asset Management
Iowa
US$ 974 -US$ 15,6 mil -600 -94%
SC
747
Sawyer & Company
Massachusetts
US$ 974 +US$ 913 +35 Nova
BDPWM
748
Barnes Dennig Private Wealth Management
Ohio
US$ 918 – – –
Creative Financial Designs
749
Creative Financial Designs
Indiana
US$ 723 -US$ 4,43 mil -170 -87%
Hughes Financial Services
750
Hughes Financial Services
Virginia
US$ 696 +US$ 365 +14 +127%
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