Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
SEP
2001
Signature Equity Partners
Ohio
US$ 1,57 mil -US$ 7,18 mil -82 -83%
Leonteq Securities AG
2002
Leonteq Securities AG
Switzerland
US$ 1,56 mil -US$ 40,8 mil -466 -96%
Mosley Wealth Management
2003
Mosley Wealth Management
California
US$ 1,47 mil +US$ 1,4 mil +16 Nova
Burkett Financial Services
2004
Burkett Financial Services
South Carolina
US$ 1,42 mil – – –
Financial Network Wealth Advisors
2005
Financial Network Wealth Advisors
Utah
US$ 1,38 mil +US$ 350 +4 +36%
NWMP
2006
Noble Wealth Management PBC
Colorado
US$ 1,38 mil +US$ 1,31 mil +15 Nova
MWM
2007
Mascoma Wealth Management
New Hampshire
US$ 1,28 mil – – –
Phillip James Consulting
2008
Phillip James Consulting
Minnesota
US$ 1,28 mil – – –
Albion Financial Group
2009
Albion Financial Group
Utah
US$ 1,19 mil – – –
Breakwater Investment Management
2010
Breakwater Investment Management
Washington
US$ 1,19 mil +US$ 612 +7 +117%
Caitlin John
2011
Caitlin John
Michigan
US$ 1,01 mil – – –
Hara Capital
2012
Hara Capital
Washington
US$ 1,01 mil – – –
Pin Oak Investment Advisors
2013
Pin Oak Investment Advisors
Texas
US$ 1 mil +US$ 700 +8 Nova
Aspect Partners
2014
Aspect Partners
Virginia
US$ 917 – – –
Rakuten Securities
2015
Rakuten Securities
Japan
US$ 825 -US$ 175 -2 -18%
Halbert Hargrove Global Advisors
2016
Halbert Hargrove Global Advisors
California
US$ 673 +US$ 612 +7 Nova
DecisionPoint Financial
2017
DecisionPoint Financial
Arizona
US$ 650 +US$ 437 +5 +250%
Elevated Capital Advisors
2018
Elevated Capital Advisors
Utah
US$ 642 – – –
Hoey Investments
2019
Hoey Investments
Pennsylvania
US$ 551 +US$ 525 +6 Nova
Kozak & Associates
2020
Kozak & Associates
Colorado
US$ 472 -US$ 4,9 mil -56 -92%
Spectrum Wealth Advisory Group
2021
Spectrum Wealth Advisory Group
California
US$ 461 +US$ 437 +5 Nova
Cherry Tree Wealth Management
2022
Cherry Tree Wealth Management
Minnesota
US$ 413 – – –
Marshall Investment Management
2023
Marshall Investment Management
Colorado
US$ 367 – – –
Investors Portfolio Services
2024
Investors Portfolio Services
Washington
US$ 367 +US$ 350 +4 Nova
Trifecta Capital Advisors
2025
Trifecta Capital Advisors
Illinois
US$ 367 +US$ 350 +4 Nova