Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Country Trust Bank
1951
Country Trust Bank
Illinois
US$ 9,17 mil – – –
Security National Bank
1952
Security National Bank
Nebraska
US$ 9,17 mil – – –
MASECO Private Wealth
1953
MASECO Private Wealth
US$ 9,16 mil -US$ 13,7 mil -157 -61%
PWA
1954
Principia Wealth Advisory
Texas
US$ 9,08 mil +US$ 3,68 mil +42 +74%
FDW
1955
Fourth Dimension Wealth
Ohio
US$ 8,16 mil +US$ 7,79 mil +89 Nova
BW
1956
Basepoint Wealth
Iowa
US$ 7,92 mil – – –
RFS
1957
Richardson Financial Services
Massachusetts
US$ 7,79 mil – – –
LIM
1958
Longfellow Investment Management
Massachusetts
US$ 7,15 mil – – –
MAFA
1959
MJT & Associates Financial Advisory
Minnesota
US$ 7,06 mil +US$ 6,74 mil +77 Nova
FIM
1960
FWL Investment Management
Texas
US$ 7,06 mil +US$ 6,74 mil +77 Nova
AWM
1961
Abound Wealth Management
Tennessee
US$ 6,95 mil -US$ 20,5 mil -234 -75%
WA
1962
Whipplewood Advisors
Colorado
US$ 6,78 mil -US$ 14,3 mil -164 -69%
NSG
1963
Nalls Sherbakoff Group
Tennessee
US$ 6,6 mil – – –
Penserra Capital Management
1964
Penserra Capital Management
California
US$ 6 mil – – –
WWM
1965
Wolff Wiese Magana
California
US$ 5,96 mil – – –
BH
1966
Burk Holdings
Oklahoma
US$ 5,87 mil -US$ 10,1 mil -116 -64%
LB
1967
Legacy Bridge
Iowa
US$ 5,87 mil – – –
SIM
1968
Synergy Investment Management
Florida
US$ 5,85 mil +US$ 1,49 mil +17 +37%
Buck Wealth Strategies
1969
Buck Wealth Strategies
Colorado
US$ 5,68 mil +US$ 5,42 mil +62 Nova
AW
1970
Ankerstar Wealth
Texas
US$ 5,13 mil – – –
NF
1971
Napier Financial
Massachusetts
US$ 5,13 mil – – –
Truvestments Capital
1972
Truvestments Capital
Florida
US$ 5,04 mil – – –
LF
1973
LifeSteps Financial
California
US$ 5,04 mil +US$ 4,81 mil +55 Nova
CBIZ Investment Advisory Services
1974
CBIZ Investment Advisory Services
Ohio
US$ 5,03 mil – – –
Altshuler Shaham
1975
Altshuler Shaham
Israel
US$ 4,58 mil +US$ 437 +5 +11%