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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
NIA Impact Advisors
4701
NIA Impact Advisors
California
– -US$ 257 mil -850 Encerrada
Redwood Wealth Management Group
4702
Redwood Wealth Management Group
New Jersey
– -US$ 255 mil -844 Encerrada
RA
4703
Resolute Advisors
California
– -US$ 249 mil -824 Encerrada
Freemont Management
4704
Freemont Management
Switzerland
– -US$ 242 mil -800 Encerrada
EAP
4705
Elevation Advisory Partners
Florida
– -US$ 257 mil -791 Encerrada
CAM
4706
Capital Asset Management
Colorado
– -US$ 235 mil -779 Encerrada
Idaho Trust Bank
4707
Idaho Trust Bank
Idaho
– -US$ 235 mil -777 Encerrada
Crabel Capital Management
4708
Crabel Capital Management
California
– -US$ 228 mil -753 Encerrada
Towerpoint Wealth
4709
Towerpoint Wealth
California
– -US$ 227 mil -751 Encerrada
Patton Fund Management
4710
Patton Fund Management
Texas
– -US$ 219 mil -724 Encerrada
Shearwater Capital
4711
Shearwater Capital
Colorado
– -US$ 219 mil -723 Encerrada
Jump Financial
4712
Jump Financial
Illinois
– -US$ 214 mil -707 Encerrada
SHFP
4713
Second Half Financial Partners
Florida
– -US$ 214 mil -707 Encerrada
Northwest Wealth Management
4714
Northwest Wealth Management
Iowa
– -US$ 212 mil -701 Encerrada
OakTrust Wealth Advisors
4715
OakTrust Wealth Advisors
Connecticut
– -US$ 212 mil -701 Encerrada
Jordan Park Group
4716
Jordan Park Group
California
– -US$ 212 mil -700 Encerrada
TGY2IT
4717
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -US$ 180 mil -597 Encerrada
WPA
4718
Wealth Preservation Advisors
Tennessee
– -US$ 179 mil -591 Encerrada
Intentional Wealth Strategies
4719
Intentional Wealth Strategies
Colorado
– -US$ 177 mil -584 Encerrada
BC
4720
Bayforest Capital
United Kingdom
– -US$ 164 mil -544 Encerrada
Merkkuri Wealth Advisors
4721
Merkkuri Wealth Advisors
New York
– -US$ 135 mil -445 Encerrada
Legacy Wealth Management (Idaho)
4722
Legacy Wealth Management (Idaho)
Idaho
– -US$ 104 mil -344 Encerrada
WFA of San Diego
4723
WFA of San Diego
California
– -US$ 98,2 mil -325 Encerrada
RetireMitten Financial
4724
RetireMitten Financial
Michigan
– -US$ 75,9 mil -251 Encerrada
Clear Investment Research
4725
Clear Investment Research
Georgia
– -US$ 49,1 mil -162 Encerrada
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