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ícone de DELL

Dell
DELL

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Gen-Wealth Partners
1976
Gen-Wealth Partners
Michigan
US$ 71,6 mil +US$ 6,36 mil +22 +15%
Coston McIsaac & Partners
1977
Coston McIsaac & Partners
Maine
US$ 70 mil -US$ 24,9 mil -86 -35%
Loring Wolcott & Coolidge Fiduciary Advisors
1978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$ 69,5 mil – – –
Downshift Financial
1979
Downshift Financial
Colorado
US$ 66,9 mil +US$ 44,8 mil +155 Nova
Rossby Financial
1980
Rossby Financial
Florida
US$ 66,4 mil -US$ 56,1 mil -194 -56%
Salomon & Ludwin
1981
Salomon & Ludwin
Virginia
US$ 65,5 mil +US$ 6,36 mil +22 +17%
Close Asset Management
1982
Close Asset Management
United Kingdom
US$ 65 mil -US$ 17,4 mil -60 -29%
Ulland Investment Advisors
1983
Ulland Investment Advisors
Minnesota
US$ 65 mil – – –
Consultiva Wealth Management
1984
Consultiva Wealth Management
Puerto Rico
US$ 64,7 mil – – –
Continuum Advisory
1985
Continuum Advisory
Idaho
US$ 64 mil +US$ 42,8 mil +148 Nova
APW
1986
Allied Private Wealth
Florida
US$ 62,8 mil +US$ 41,9 mil +145 Nova
Richardson Financial Services
1987
Richardson Financial Services
Massachusetts
US$ 61,3 mil +US$ 41,1 mil +142 Nova
Atlantic Edge Private Wealth Management
1988
Atlantic Edge Private Wealth Management
Florida
US$ 60,4 mil +US$ 4,34 mil +15 +12%
Country Trust Bank
1989
Country Trust Bank
Illinois
US$ 59,5 mil – – –
Clean Yield Group
1990
Clean Yield Group
Vermont
US$ 55,7 mil – – –
JPL Wealth Management
1991
JPL Wealth Management
Colorado
US$ 55,5 mil +US$ 868 +3 +2%
TIAA Trust, National Association
1992
TIAA Trust, National Association
North Carolina
US$ 55,2 mil +US$ 23,4 mil +81 +172%
Private Wealth Asset Management
1993
Private Wealth Asset Management
Iowa
US$ 53,1 mil – – –
Grove Bank & Trust
1994
Grove Bank & Trust
Florida
US$ 52,6 mil +US$ 3,18 mil +11 +10%
Caitong International Asset Management
1995
Caitong International Asset Management
Hong Kong
US$ 52,2 mil -US$ 112 mil -387 -76%
Contravisory Investment Management
1996
Contravisory Investment Management
Massachusetts
US$ 52,2 mil – – –
Roble Belko & Company
1997
Roble Belko & Company
Pennsylvania
US$ 52 mil – – –
WPG Advisers
1998
WPG Advisers
Maryland
US$ 51,8 mil -US$ 6,94 mil -24 -17%
Highline Wealth Partners
1999
Highline Wealth Partners
California
US$ 49,2 mil -US$ 3,47 mil -12 -10%
Advantage Trust Company
2000
Advantage Trust Company
Kansas
US$ 48,8 mil – – –
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