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VST

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
OWA
1501
Opal Wealth Advisors
New York
– -US$ 125 mil -832 Encerrada
IAAG
1502
Innovative Asset Advisors Group
Connecticut
– -US$ 125 mil -830 Encerrada
Root Financial Partners
1503
Root Financial Partners
California
– -US$ 105 mil -699 Encerrada
WSFG
1504
Wall Street Financial Group
Illinois
– -US$ 92 mil -612 Encerrada
TPWA
1505
Twin Peaks Wealth Advisors
California
– -US$ 30,5 mil -203 Encerrada
Destiny Wealth Partners
1506
Destiny Wealth Partners
Florida
– -US$ 28,6 mil -190 Encerrada
LWMI
1507
Legacy Wealth Management (Idaho)
Idaho
– -US$ 19,7 mil -131 Encerrada
First Command Advisory Services
1508
First Command Advisory Services
Texas
– -US$ 18,3 mil -122 Encerrada
Annis Gardner Whiting Capital Advisors
1509
Annis Gardner Whiting Capital Advisors
Florida
– -US$ 18 mil -120 Encerrada
RCM
1510
Ravenstone Capital Management
– -US$ 17,3 mil -115 Encerrada
TGY2IT
1511
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -US$ 16,8 mil -112 Encerrada
Migdal Insurance & Financial Holdings
1512
Migdal Insurance & Financial Holdings
Israel
– -US$ 13,2 mil -88 Encerrada
S
1513
Sachetta
Massachusetts
– -US$ 11,7 mil -78 Encerrada
Toth Financial Advisory
1514
Toth Financial Advisory
Virginia
– -US$ 9,02 mil -60 Encerrada
CFG
1515
Clayton Financial Group
Missouri
– -US$ 8,42 mil -56 Encerrada
Center for Financial Planning
1516
Center for Financial Planning
Michigan
– -US$ 7,82 mil -52 Encerrada
RMG Wealth Management
1517
RMG Wealth Management
Wisconsin
– -US$ 5,47 mil -36 Encerrada
AWM
1518
Abound Wealth Management
Tennessee
– -US$ 5,11 mil -34 Encerrada
CIR
1519
Clear Investment Research
Georgia
– -US$ 4,98 mil -33 Encerrada
Vaughan Nelson Investment Management
1520
Vaughan Nelson Investment Management
Texas
– -US$ 3,76 mil -25 Encerrada
ACM
1521
Aster Capital Management
United Arab Emirates
– -US$ 2,82 mil -24 Encerrada
BFS
1522
Bare Financial Services
Pennsylvania
– -US$ 3,61 mil -24 Encerrada
BGAI
1523
Bruce G. Allen Investments
Colorado
– -US$ 2,1 mil -14 Encerrada
Coastline Trust
1524
Coastline Trust
Rhode Island
– -US$ 1,8 mil -12 Encerrada
GWS
1525
Greykasell Wealth Strategies
California
– -US$ 1,36 mil -9 Encerrada
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