Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Global Wealth Strategies & Associates
2001
Global Wealth Strategies & Associates
Colorado
– -US$ 163 mil -2.765 Encerrada
Lloyd Advisory Services
2002
Lloyd Advisory Services
Georgia
– -US$ 154 mil -2.620 Encerrada
Wall Street Financial Group
2003
Wall Street Financial Group
Illinois
– -US$ 138 mil -2.343 Encerrada
LCA
2004
Legend Capital Advisors
New York
– -US$ 95,8 mil -1.630 Encerrada
MBM Wealth Consultants
2005
MBM Wealth Consultants
Missouri
– -US$ 94,2 mil -1.602 Encerrada
Sound Income Strategies
2006
Sound Income Strategies
Florida
– -US$ 83,1 mil -1.357 Encerrada
Twin Peaks Wealth Advisors
2007
Twin Peaks Wealth Advisors
California
– -US$ 66,7 mil -1.134 Encerrada
DI
2008
DAGCO Inc
Ohio
– -US$ 64,7 mil -1.100 Encerrada
Whipplewood Advisors
2009
Whipplewood Advisors
Colorado
– -US$ 62,5 mil -1.064 Encerrada
WPA
2010
Wealth Preservation Advisors
Tennessee
– -US$ 59,8 mil -1.017 Encerrada
Harel Insurance Investments & Financial Services
2011
Harel Insurance Investments & Financial Services
Israel
– -US$ 39 mil -660 Encerrada
Wellington Group
2012
Wellington Group
Indiana
– -US$ 35,6 mil -606 Encerrada
Innovative Asset Advisors Group
2013
Innovative Asset Advisors Group
Connecticut
– -US$ 32 mil -544 Encerrada
TGY2IT
2014
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -US$ 29,9 mil -508 Encerrada
Bank of Jackson Hole Trust
2015
Bank of Jackson Hole Trust
Wyoming
– -US$ 26 mil -442 Encerrada
Resources Management Corp
2016
Resources Management Corp
Connecticut
– -US$ 21 mil -350 Encerrada
One River Asset Management
2017
One River Asset Management
Connecticut
– -US$ 8,46 mil -144 Encerrada
Richardson Capital Management
2018
Richardson Capital Management
Wisconsin
– -US$ 7,05 mil -120 Encerrada
REAP Financial Group
2019
REAP Financial Group
Texas
– -US$ 5,88 mil -100 Encerrada
True Link Financial Advisors
2020
True Link Financial Advisors
California
– -US$ 5,88 mil -100 Encerrada
Clayton Financial Group
2021
Clayton Financial Group
Missouri
– -US$ 5,23 mil -89 Encerrada
DT Investment Partners
2022
DT Investment Partners
Pennsylvania
– -US$ 5,06 mil -86 Encerrada
Raleigh Capital Management
2023
Raleigh Capital Management
North Carolina
– -US$ 4,94 mil -84 Encerrada
Coastline Trust
2024
Coastline Trust
Rhode Island
– -US$ 4,06 mil -69 Encerrada
Portus Wealth Advisors
2025
Portus Wealth Advisors
North Carolina
– -US$ 2,35 mil -40 Encerrada