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ícone de AXP

American Express

Nome Posição Valor negociado Ações
Variação
Variação na
participação
PFW
1976
Petros Family Wealth
Minnesota
US$ 548 mil +US$ 45,8 mil +143 +10%
ICP
1977
Impact Capital Partners
Colorado
US$ 548 mil +US$ 7,68 mil +24 +2%
CPIA
1978
Cornell Pochily Investment Advisors
New York
US$ 547 mil +US$ 640 +2 +0,1%
HBW Advisory Services
1979
HBW Advisory Services
California
US$ 547 mil +US$ 101 mil +316 +24%
Canvas Wealth Advisors
1980
Canvas Wealth Advisors
Kansas
US$ 543 mil +US$ 156 mil +488 +44%
CFCS
1981
CDM Financial Counseling Services
Connecticut
US$ 542 mil -US$ 96,1 mil -300 -16%
MCC
1982
Money Concepts Capital
Florida
US$ 542 mil -US$ 509 mil -1.589 -50%
IIC
1983
Integrated Investment Consultants
Michigan
US$ 542 mil – – –
Zevenbergen Capital Investments
1984
Zevenbergen Capital Investments
Washington
US$ 541 mil -US$ 32 mil -100 -6%
Golden Reserve Retirement
1985
Golden Reserve Retirement
Ohio
US$ 540 mil +US$ 163 mil +509 +47%
Leonteq Securities AG
1986
Leonteq Securities AG
Switzerland
US$ 540 mil -US$ 1,59 mi -4.975 -76%
Campbell & Co Investment Adviser
1987
Campbell & Co Investment Adviser
Maryland
US$ 536 mil -US$ 6,29 mi -19.645 -93%
OF
1988
Optimize Financial
California
US$ 533 mil -US$ 1,6 mil -5 -0,3%
Parkwoods Wealth Partners
1989
Parkwoods Wealth Partners
New York
US$ 533 mil +US$ 505 mil +1.577 Nova
SCS
1990
Sound Capital Solutions
Florida
US$ 533 mil +US$ 505 mil +1.577 Nova
CVA Family Office
1991
CVA Family Office
Colorado
US$ 533 mil +US$ 45,8 mil +143 +10%
BF
1992
Brucke Financial
Indiana
US$ 532 mil -US$ 64,7 mil -202 -11%
KPWG
1993
KFA Private Wealth Group
Virginia
US$ 532 mil -US$ 1,6 mil -5 -0,3%
KFA
1994
Kapstone Financial Advisors
Ohio
US$ 532 mil +US$ 2,56 mil +8 +0,5%
Planning Alternatives
1995
Planning Alternatives
Michigan
US$ 531 mil +US$ 77,5 mil +242 +18%
WAM
1996
Walker Asset Management
Missouri
US$ 531 mil +US$ 1,28 mil +4 +0,3%
APIM
1997
Agate Pass Investment Management
Washington
US$ 531 mil – – –
MJP Associates
1998
MJP Associates
Connecticut
US$ 531 mil +US$ 21,8 mil +68 +5%
FBC
1999
Fairfield, Bush & Co
Connecticut
US$ 530 mil +US$ 4,16 mil +13 +0,8%
Inscription Capital
2000
Inscription Capital
Texas
US$ 530 mil +US$ 101 mil +314 +25%