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ícone de APH

Amphenol
APH

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Cypress Capital
2001
Cypress Capital
Tennessee
US$ 238 mil +US$ 194 mil +2.698 Nova
SWG
2002
Summit Wealth Group
Vermont
US$ 238 mil +US$ 194 mil +2.696 Nova
Norris Perne & French
2003
Norris Perne & French
Michigan
US$ 237 mil -US$ 543 mil -7.536 -74%
Gemmer Asset Management
2004
Gemmer Asset Management
California
US$ 237 mil +US$ 194 mil +2.690 Nova
FBT
2005
First Bank & Trust
South Dakota
US$ 235 mil +US$ 192 mil +2.670 Nova
Walser Wealth Management
2006
Walser Wealth Management
Florida
US$ 235 mil -US$ 116 mil -1.616 -38%
Woodmont Investment Counsel
2007
Woodmont Investment Counsel
Tennessee
US$ 234 mil +US$ 192 mil +2.658 Nova
Capital Squared Financial
2008
Capital Squared Financial
Maryland
US$ 234 mil +US$ 192 mil +2.658 Nova
AWM Capital
2009
AWM Capital
Arizona
US$ 233 mil +US$ 191 mil +2.644 Nova
OceanIQ Capital
2010
OceanIQ Capital
California
US$ 232 mil +US$ 200 mil +2.770 Nova
Sage Rhino Capital
2011
Sage Rhino Capital
California
US$ 232 mil +US$ 189 mil +2.626 Nova
Strategic Advocates
2012
Strategic Advocates
Utah
US$ 231 mil +US$ 90,7 mil +1.258 +92%
Connecticut Capital Management Group
2013
Connecticut Capital Management Group
Connecticut
US$ 231 mil +US$ 189 mil +2.620 Nova
CWM
2014
CCG Wealth Management
California
US$ 231 mil -US$ 45,6 mil -632 -19%
American Money Management
2015
American Money Management
California
US$ 230 mil +US$ 188 mil +2.612 Nova
Joel Isaacson & Co
2016
Joel Isaacson & Co
New York
US$ 230 mil +US$ 188 mil +2.610 Nova
Texas Bank & Trust
2017
Texas Bank & Trust
Texas
US$ 229 mil +US$ 187 mil +2.600 Nova
Yoder Wealth Management
2018
Yoder Wealth Management
California
US$ 229 mil +US$ 187 mil +2.600 Nova
KTC
2019
Kentucky Trust Company
Kentucky
US$ 228 mil +US$ 49 mil +680 +36%
Convergence Investment Partners
2020
Convergence Investment Partners
Florida
US$ 228 mil +US$ 186 mil +2.584 Nova
Sonoma Allocations
2021
Sonoma Allocations
California
US$ 228 mil +US$ 190 mil +2.632 Nova
Three Seasons Wealth
2022
Three Seasons Wealth
Utah
US$ 226 mil +US$ 185 mil +2.560 Nova
E Fund Management (HK)
2023
E Fund Management (HK)
Hong Kong
US$ 225 mil +US$ 19,2 mil +266 +12%
Hoxton Planning & Management
2024
Hoxton Planning & Management
West Virginia
US$ 224 mil +US$ 184 mil +2.546 Nova
Kure Advisory
2025
Kure Advisory
Minnesota
US$ 224 mil +US$ 183 mil +2.544 Nova
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