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ícone de UGI

UGI
UGI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Anchor Investment Management
551
Anchor Investment Management
South Carolina
US$ 6,6 mil +US$ 6,75 mil +191 Nova
Rossby Financial
552
Rossby Financial
Florida
US$ 6,56 mil -US$ 9,7 mil -275 -59%
Prestige Wealth Management Group
553
Prestige Wealth Management Group
New Jersey
US$ 6,11 mil +US$ 247 +7 +4%
APFP
554
Action Point Financial Planning
Michigan
US$ 6,04 mil +US$ 6,26 mil +177 Nova
Bartlett & Co Wealth Management
555
Bartlett & Co Wealth Management
Ohio
US$ 5,63 mil -US$ 141 -4 -2%
Wealth Enhancement Trust Services
556
Wealth Enhancement Trust Services
South Dakota
US$ 5,6 mil +US$ 5,73 mil +162 Nova
Bell Investment Advisors
557
Bell Investment Advisors
California
US$ 4,84 mil -US$ 35 -1 -0,7%
Ares Financial Consulting
558
Ares Financial Consulting
California
US$ 4,73 mil – – –
Highline Wealth Partners
559
Highline Wealth Partners
California
US$ 4,63 mil -US$ 3,36 mil -95 -41%
Paladin Partners
560
Paladin Partners
Wisconsin
US$ 4,49 mil – – –
Addison Advisors
561
Addison Advisors
Vermont
US$ 4,14 mil -US$ 7,28 mil -206 -63%
Cedar Mountain Advisors
562
Cedar Mountain Advisors
Oregon
US$ 4,01 mil – – –
J. Safra Asset Management
563
J. Safra Asset Management
New York
US$ 3,8 mil – – –
West Financial Advisors
564
West Financial Advisors
Iowa
US$ 3,64 mil +US$ 35 +1 +1%
Fortitude Family Office
565
Fortitude Family Office
Arizona
US$ 3,63 mil -US$ 1,13 mil -32 -23%
Armstrong Advisory Group
566
Armstrong Advisory Group
Massachusetts
US$ 3,39 mil +US$ 35 +1 +1%
GW&K Investment Management
567
GW&K Investment Management
Massachusetts
US$ 3 mil +US$ 3,11 mil +88 Nova
B
568
Bayban
Minnesota
US$ 2,87 mil – – –
IMA Advisory Services
569
IMA Advisory Services
Colorado
US$ 2,79 mil +US$ 919 +26 +48%
HM Payson & Co
570
HM Payson & Co
Maine
US$ 2,32 mil -US$ 46,9 mil -1.326 -95%
Brown, Lisle/Cummings
571
Brown, Lisle/Cummings
Rhode Island
US$ 2,16 mil -US$ 177 -5 -7%
SEP
572
Signature Equity Partners
Ohio
US$ 2 mil +US$ 424 +12 +26%
Bruce G. Allen Investments
573
Bruce G. Allen Investments
Colorado
US$ 1,97 mil – – –
Rialto Wealth Management
574
Rialto Wealth Management
New York
US$ 1,97 mil +US$ 1,63 mil +46 +418%
James T. Borello
575
James T. Borello
Illinois
US$ 1,76 mil +US$ 1,7 mil +48 +1.600%
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