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ícone de BX

Blackstone
BX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Silvant Capital Management
2001
Silvant Capital Management
Georgia
US$ 37,1 mil – – –
Delta Asset Management
2002
Delta Asset Management
Tennessee
US$ 35,9 mil -US$ 91,3 mil -760 -71%
Prosperity Bancshares
2003
Prosperity Bancshares
Texas
US$ 35,4 mil +US$ 1,68 mil +14 +5%
Cheviot Value Management
2004
Cheviot Value Management
California
US$ 35,3 mil – – –
Stone House Investment Management
2005
Stone House Investment Management
Pennsylvania
US$ 35,2 mil +US$ 240 +2 +0,7%
Essential Partners
2006
Essential Partners
California
US$ 34,6 mil -US$ 21,3 mil -177 -38%
Gold Investment Management
2007
Gold Investment Management
Alberta, Canada
US$ 34,1 mil -US$ 67,3 mil -560 -66%
Richardson Financial Services
2008
Richardson Financial Services
Massachusetts
US$ 34,1 mil – – –
KAS
2009
Kemnay Advisory Services
New York
US$ 33,7 mil +US$ 2,88 mil +24 +9%
Barrett & Company
2010
Barrett & Company
Rhode Island
US$ 33,5 mil -US$ 1,8 mil -15 -5%
United Community Bank
2011
United Community Bank
South Carolina
US$ 33,2 mil -US$ 8,89 mil -74 -21%
WPG Advisers
2012
WPG Advisers
Maryland
US$ 32,8 mil +US$ 1,32 mil +11 +4%
Acumen Wealth Advisors
2013
Acumen Wealth Advisors
Tennessee
US$ 32,8 mil +US$ 17,4 mil +145 +108%
Rexford Capital
2014
Rexford Capital
Texas
US$ 32,6 mil – – –
Greykasell Wealth Strategies
2015
Greykasell Wealth Strategies
California
US$ 31,6 mil -US$ 174 mil -1.452 -84%
Vision Financial Markets
2016
Vision Financial Markets
Connecticut
US$ 31,5 mil +US$ 360 +3 +1%
West Branch Capital
2017
West Branch Capital
Massachusetts
US$ 31,4 mil +US$ 32 mil +266 +26.600%
TS Financial Group (TSFG)
2018
TS Financial Group (TSFG)
Illinois
US$ 31 mil – – –
Beaird Harris Wealth Management
2019
Beaird Harris Wealth Management
Texas
US$ 30,8 mil -US$ 9,7 mil -81 -24%
Bell Investment Advisors
2020
Bell Investment Advisors
California
US$ 30,2 mil +US$ 120 +1 +0,4%
NBH Bank
2021
NBH Bank
Colorado
US$ 30,1 mil +US$ 30,8 mil +256 Nova
Addison Advisors
2022
Addison Advisors
Vermont
US$ 29,7 mil -US$ 11,1 mil -92 -27%
REYL & Cie S.A.
2023
REYL & Cie S.A.
Switzerland
US$ 29,5 mil +US$ 30,8 mil +256 Nova
JPL Wealth Management
2024
JPL Wealth Management
Colorado
US$ 29,2 mil +US$ 3,96 mil +33 +15%
Oakmont Advisory Group
2025
Oakmont Advisory Group
New Mexico
US$ 28,9 mil +US$ 29,4 mil +245 Nova
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