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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
First Community Trust
4176
First Community Trust
Iowa
US$ 251 mil – – –
Smallwood Wealth Investment Management
4177
Smallwood Wealth Investment Management
New Jersey
US$ 251 mil +US$ 36,6 mil +114 +19%
WJ Financial Advisors
4178
WJ Financial Advisors
Connecticut
US$ 250 mil – – –
BCGM Wealth Management
4179
BCGM Wealth Management
Indiana
US$ 250 mil +US$ 234 mil +730 Nova
Curran Financial Partners
4180
Curran Financial Partners
South Carolina
US$ 250 mil -US$ 11,9 mil -37 -5%
Ridgecrest Wealth Partners
4181
Ridgecrest Wealth Partners
California
US$ 250 mil – – –
Concorde Asset Management
4182
Concorde Asset Management
Michigan
US$ 250 mil +US$ 8,99 mil +28 +4%
Asset Advisors Investment Management
4183
Asset Advisors Investment Management
Georgia
US$ 249 mil – – –
Dynamic Financial Group
4184
Dynamic Financial Group
Iowa
US$ 249 mil – – –
Mason Investment Advisory Services
4185
Mason Investment Advisory Services
Virginia
US$ 249 mil -US$ 20,9 mil -65 -8%
Old Mission Capital
4186
Old Mission Capital
Illinois
US$ 249 mil +US$ 233 mil +726 Nova
High Note Wealth
4187
High Note Wealth
Minnesota
US$ 249 mil +US$ 59,7 mil +186 +35%
Verus Financial Partners
4188
Verus Financial Partners
Virginia
US$ 249 mil -US$ 150 mil -467 -39%
TIM
4189
Total Investment Management
Arizona
US$ 249 mil – – –
Carson Advisory
4190
Carson Advisory
Georgia
US$ 248 mil +US$ 15,1 mil +47 +7%
MMA Asset Management
4191
MMA Asset Management
Pennsylvania
US$ 248 mil -US$ 17,7 mil -55 -7%
AWM
4192
Aberdeen Wealth Management
Illinois
US$ 247 mil -US$ 195 mil -606 -46%
Henrickson Nauta Wealth Advisors
4193
Henrickson Nauta Wealth Advisors
Michigan
US$ 247 mil +US$ 231 mil +720 Nova
Lakewood Asset Management
4194
Lakewood Asset Management
Illinois
US$ 246 mil +US$ 321 +1 +0,1%
Private Capital Management (Florida)
4195
Private Capital Management (Florida)
Florida
US$ 245 mil – – –
B
4196
Bayban
Minnesota
US$ 245 mil -US$ 5,14 mil -16 -2%
Albert D. Mason Inc
4197
Albert D. Mason Inc
Massachusetts
US$ 245 mil -US$ 1,28 mil -4 -0,6%
Henson-Edgewater Management
4198
Henson-Edgewater Management
Ohio
US$ 245 mil -US$ 106 mil -330 -33%
Rose Capital Advisors
4199
Rose Capital Advisors
Florida
US$ 245 mil +US$ 229 mil +713 Nova
CFP
4200
Comprehensive Financial Planning
Pennsylvania
US$ 245 mil +US$ 321 +1 +0,1%
166 167
168
169 170