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ícone de CSCO

Cisco
CSCO

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Juncture Wealth Strategies
2001
Juncture Wealth Strategies
Arizona
US$ 1,7 mi -US$ 56,5 mil -540 -4%
Red Door Wealth Management
2002
Red Door Wealth Management
Tennessee
US$ 1,69 mi +US$ 81,7 mil +781 +6%
Suncoast Equity Management
2003
Suncoast Equity Management
Florida
US$ 1,68 mi +US$ 1,5 mi +14.300 Nova
Roman Butler Fullerton & Co
2004
Roman Butler Fullerton & Co
Missouri
US$ 1,68 mi +US$ 25,2 mil +241 +2%
Severin Investments
2005
Severin Investments
Missouri
US$ 1,68 mi -US$ 15,2 mil -145 -1%
Thayer Partners
2006
Thayer Partners
Pennsylvania
US$ 1,67 mi +US$ 565 mil +5.400 +61%
Allred Capital Management
2007
Allred Capital Management
Texas
US$ 1,67 mi +US$ 4,08 mil +39 +0,3%
Retirement Capital Strategies
2008
Retirement Capital Strategies
California
US$ 1,67 mi – – –
CWS Financial Advisors
2009
CWS Financial Advisors
Michigan
US$ 1,67 mi +US$ 84 mil +803 +6%
GAMCO Investors
2010
GAMCO Investors
Connecticut
US$ 1,66 mi -US$ 273 mil -2.606 -16%
Tortuga Wealth Management
2011
Tortuga Wealth Management
California
US$ 1,66 mi -US$ 272 mil -2.601 -16%
Cardiff Park Advisors
2012
Cardiff Park Advisors
California
US$ 1,66 mi -US$ 62,3 mil -596 -4%
RPGK
2013
Retirement Planning Group (Kansas)
Kansas
US$ 1,66 mi +US$ 168 mil +1.604 +13%
TRB Wealth Management
2014
TRB Wealth Management
Texas
US$ 1,65 mi -US$ 234 mil -2.236 -14%
Foster Dykema Cabot & Partners
2015
Foster Dykema Cabot & Partners
Massachusetts
US$ 1,65 mi +US$ 20,9 mil +200 +1%
Guinness Atkinson Asset Management
2016
Guinness Atkinson Asset Management
California
US$ 1,65 mi -US$ 111 mil -1.064 -7%
Beaton Management Company
2017
Beaton Management Company
Massachusetts
US$ 1,64 mi – – –
Monetta Financial Services
2018
Monetta Financial Services
Illinois
US$ 1,64 mi – – –
Faithward Advisors
2019
Faithward Advisors
Pennsylvania
US$ 1,64 mi -US$ 813 mil -7.776 -36%
Platform Technology Partners
2020
Platform Technology Partners
New York
US$ 1,64 mi +US$ 8,26 mil +79 +0,6%
First Commonwealth Financial Corp
2021
First Commonwealth Financial Corp
Pennsylvania
US$ 1,64 mi -US$ 39,5 mil -378 -3%
UAML
2022
US Asset Management LLC
Pennsylvania
US$ 1,63 mi +US$ 6,48 mil +62 +0,4%
Valley National Advisers
2023
Valley National Advisers
Pennsylvania
US$ 1,63 mi +US$ 75,8 mil +725 +5%
Cary Street Partners Investment Advisory
2024
Cary Street Partners Investment Advisory
Virginia
US$ 1,63 mi +US$ 69,6 mil +666 +5%
Michels Family Financial
2025
Michels Family Financial
Texas
US$ 1,63 mi -US$ 199 mil -1.905 -12%
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