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ícone de GEV

GE Vernova
GEV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Peregrine Asset Advisers
2001
Peregrine Asset Advisers
Oregon
US$ 749 mil -US$ 266 mil -261 -29%
Westside Investment Management
2002
Westside Investment Management
California
US$ 749 mil +US$ 81,7 mil +80 +14%
Lauterbach Financial Advisors
2003
Lauterbach Financial Advisors
Texas
US$ 747 mil +US$ 10,2 mil +10 +2%
Columbia Asset Management
2004
Columbia Asset Management
Michigan
US$ 746 mil +US$ 32,7 mil +32 +5%
ARS Wealth Advisors Group
2005
ARS Wealth Advisors Group
Florida
US$ 746 mil +US$ 4,08 mil +4 +0,6%
Kingdom Financial Group
2006
Kingdom Financial Group
Arizona
US$ 746 mil -US$ 11,2 mil -11 -2%
Smith Salley Wealth Management
2007
Smith Salley Wealth Management
North Carolina
US$ 744 mil +US$ 97 mil +95 +18%
Harbour Wealth Management Group
2008
Harbour Wealth Management Group
South Carolina
US$ 744 mil +US$ 9,19 mil +9 +1%
May Hill Capital
2009
May Hill Capital
Massachusetts
US$ 744 mil +US$ 23,5 mil +23 +4%
Prota Financial
2010
Prota Financial
Texas
US$ 743 mil -US$ 135 mil -132 -17%
Fi3 Financial Advisors
2011
Fi3 Financial Advisors
Indiana
US$ 743 mil +US$ 11,2 mi +10.999 +1.360%
Impact Capital Partners
2012
Impact Capital Partners
Colorado
US$ 743 mil +US$ 36,7 mil +36 +6%
Lantern Wealth Advisors
2013
Lantern Wealth Advisors
New York
US$ 743 mil +US$ 65,3 mil +64 +11%
Tanglewood Legacy Advisors
2014
Tanglewood Legacy Advisors
Texas
US$ 741 mil – – –
Wick Capital Partners
2015
Wick Capital Partners
Pennsylvania
US$ 741 mil +US$ 5,1 mil +5 +0,8%
Tufton Capital Management
2016
Tufton Capital Management
Maryland
US$ 741 mil +US$ 8,16 mil +8 +1%
Boreal Capital Management
2017
Boreal Capital Management
Florida
US$ 739 mil – – –
Lyell Wealth Management
2018
Lyell Wealth Management
California
US$ 738 mil +US$ 101 mil +99 +19%
Univest Financial
2019
Univest Financial
Pennsylvania
US$ 734 mil -US$ 40,8 mil -40 -6%
HFM Investment Advisors
2020
HFM Investment Advisors
New Jersey
US$ 734 mil +US$ 4,08 mil +4 +0,6%
Bangor Savings Bank
2021
Bangor Savings Bank
Maine
US$ 734 mil +US$ 23,5 mil +23 +4%
Ring Mountain Capital
2022
Ring Mountain Capital
California
US$ 733 mil +US$ 32,7 mil +32 +5%
Adamsbrown Wealth Consultants
2023
Adamsbrown Wealth Consultants
Kansas
US$ 731 mil +US$ 33,7 mil +33 +6%
Curran Financial Partners
2024
Curran Financial Partners
South Carolina
US$ 730 mil -US$ 12,2 mil -12 -2%
Greatmark Investment Partners
2025
Greatmark Investment Partners
Georgia
US$ 730 mil -US$ 25,5 mil -25 -4%
79 80
81
82 83