Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
MAA
2001
Mraz Amerine & Associates
California
US$ 1,54 mi +US$ 46 mil +247 +3%
Somerset Group
2002
Somerset Group
Minnesota
US$ 1,54 mi -US$ 931 -5 -0,1%
Doheny Asset Management
2003
Doheny Asset Management
California
US$ 1,54 mi – – –
Bridgewater Advisors
2004
Bridgewater Advisors
New York
US$ 1,54 mi +US$ 1,3 mil +7 +0,1%
Root Financial Partners
2005
Root Financial Partners
California
US$ 1,54 mi +US$ 380 mil +2.043 +28%
Lombard Odier Asset Management (Switzerland)
2006
Lombard Odier Asset Management (Switzerland)
Switzerland
US$ 1,54 mi +US$ 55,8 mil +300 +3%
Gradient Capital Advisors
2007
Gradient Capital Advisors
California
US$ 1,54 mi +US$ 7,44 mil +40 +0,4%
Congress Park Capital
2008
Congress Park Capital
New York
US$ 1,54 mi +US$ 15,8 mil +85 +0,9%
Pacific Wealth Strategies Group
2009
Pacific Wealth Strategies Group
California
US$ 1,53 mi +US$ 144 mil +772 +9%
Safe Harbor Fiduciary
2010
Safe Harbor Fiduciary
Florida
US$ 1,53 mi +US$ 17,5 mil +94 +1%
Piscataqua Savings Bank
2011
Piscataqua Savings Bank
New Hampshire
US$ 1,53 mi -US$ 295 mil -1.584 -15%
Meridian Wealth Advisors
2012
Meridian Wealth Advisors
Texas
US$ 1,52 mi +US$ 7,26 mil +39 +0,4%
Marino Stram & Associates
2013
Marino Stram & Associates
Massachusetts
US$ 1,52 mi +US$ 32,4 mil +174 +2%
Mosaic Financial Group
2014
Mosaic Financial Group
Illinois
US$ 1,52 mi -US$ 139 mil -747 -8%
TMB Capital Partners
2015
TMB Capital Partners
Arkansas
US$ 1,52 mi -US$ 93,8 mil -504 -5%
All Terrain Financial Advisors
2016
All Terrain Financial Advisors
Minnesota
US$ 1,51 mi -US$ 11 mil -59 -0,6%
Donoghue Forlines
2017
Donoghue Forlines
Massachusetts
US$ 1,51 mi -US$ 830 mil -4.460 -33%
Davidson Trust Company
2018
Davidson Trust Company
Washington
US$ 1,51 mi +US$ 16,9 mil +91 +1%
KHCM
2019
Kirtland Hills Capital Management
Ohio
US$ 1,51 mi +US$ 495 mil +2.658 +41%
Elyxium Wealth
2020
Elyxium Wealth
California
US$ 1,51 mi +US$ 246 mil +1.322 +17%
Madrona Financial Services
2021
Madrona Financial Services
Washington
US$ 1,5 mi -US$ 1,68 mil -9 -0,1%
Montchanin Asset Management
2022
Montchanin Asset Management
Delaware
US$ 1,5 mi – – –
Demars Financial Group
2023
Demars Financial Group
Washington
US$ 1,5 mi +US$ 128 mil +686 +8%
Curtis Advisory Group
2024
Curtis Advisory Group
California
US$ 1,5 mi – – –
HORAN Wealth
2025
HORAN Wealth
Ohio
US$ 1,5 mi -US$ 1,67 mi -8.972 -50%