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Nome Posição Valor negociado Ações
Variação
Variação na
participação
Pettee Investors
1926
Pettee Investors
Connecticut
US$ 901 mil – – –
Cornerstone Advisory
1927
Cornerstone Advisory
Maryland
US$ 901 mil -US$ 147 mil -396 -15%
KLCM
1928
KG&L Capital Management
Louisiana
US$ 899 mil +US$ 28,5 mil +77 +4%
Doliver Advisors
1929
Doliver Advisors
Texas
US$ 897 mil -US$ 8,15 mil -22 -1%
Benchmark Financial Wealth Advisors
1930
Benchmark Financial Wealth Advisors
Florida
US$ 897 mil -US$ 57,5 mil -155 -7%
Financial Planning Navigators
1931
Financial Planning Navigators
Minnesota
US$ 896 mil +US$ 799 mil +2.156 Nova
Rational Advisors
1932
Rational Advisors
New York
US$ 896 mil +US$ 689 mil +1.860 +631%
Oxbow Advisors
1933
Oxbow Advisors
Texas
US$ 895 mil – – –
Beese Fulmer Investment Management
1934
Beese Fulmer Investment Management
Ohio
US$ 891 mil +US$ 126 mil +339 +19%
SIM
1935
Synergy Investment Management
Florida
US$ 891 mil +US$ 56 mil +151 +8%
Taylor Hoffman Capital Management
1936
Taylor Hoffman Capital Management
Virginia
US$ 890 mil – – –
Financial Security Advisor
1937
Financial Security Advisor
Virginia
US$ 889 mil +US$ 76,7 mil +207 +11%
Beaumont Financial Advisors
1938
Beaumont Financial Advisors
Massachusetts
US$ 886 mil +US$ 18,2 mil +49 +2%
TPWM
1939
Twelve Points Wealth Management
Massachusetts
US$ 885 mil -US$ 126 mil -341 -14%
SYM Financial Corp
1940
SYM Financial Corp
Indiana
US$ 884 mil -US$ 243 mil -656 -24%
Coastal Bridge Advisors
1941
Coastal Bridge Advisors
Connecticut
US$ 884 mil -US$ 21,1 mil -57 -3%
Advisory Research
1942
Advisory Research
Illinois
US$ 883 mil -US$ 371 -1 -0%
Bank of Stockton
1943
Bank of Stockton
California
US$ 882 mil -US$ 8,9 mil -24 -1%
WCM
1944
Wallace Capital Management
Texas
US$ 881 mil – – –
Brian C. Broderick
1945
Brian C. Broderick
US$ 878 mil -US$ 1,18 mi -3.174 -60%
Intesa Sanpaolo Wealth Management
1946
Intesa Sanpaolo Wealth Management
US$ 878 mil +US$ 626 mil +1.688 +398%
Waterfront Wealth
1947
Waterfront Wealth
Kansas
US$ 877 mil +US$ 94,1 mil +254 +14%
CIM
1948
CIM Investment Management
Pennsylvania
US$ 875 mil -US$ 77,1 mil -208 -9%
Bradyco Inc
1949
Bradyco Inc
Massachusetts
US$ 872 mil – – –
Wilson & Boucher Capital Management
1950
Wilson & Boucher Capital Management
California
US$ 871 mil -US$ 37,1 mil -100 -5%