Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Cove Private Wealth
2001
Cove Private Wealth
New York
US$ 383 mil – – –
Greatmark Investment Partners
2002
Greatmark Investment Partners
Georgia
US$ 383 mil – – –
Slocum, Gordon & Co
2003
Slocum, Gordon & Co
Rhode Island
US$ 383 mil – – –
SCA
2004
Sassicaia Capital Advisers
New York
US$ 383 mil +US$ 273 mil +1.500 Nova
Talbot Financial
2005
Talbot Financial
Washington
US$ 383 mil +US$ 273 mil +1.500 Nova
Tucker Asset Management
2006
Tucker Asset Management
Colorado
US$ 383 mil +US$ 273 mil +1.500 Nova
Deroy & Devereaux Private Investment Counsel
2007
Deroy & Devereaux Private Investment Counsel
Michigan
US$ 383 mil – – –
Roble Belko & Company
2008
Roble Belko & Company
Pennsylvania
US$ 383 mil – – –
CSI
2009
Cross Staff Investments
New York
US$ 381 mil – – –
Nadler Financial Group
2010
Nadler Financial Group
Illinois
US$ 381 mil +US$ 271 mil +1.492 Nova
ASCM
2011
Adkins Seale Capital Management
Louisiana
US$ 381 mil – – –
Worth Financial Advisory Group
2012
Worth Financial Advisory Group
North Carolina
US$ 381 mil +US$ 271 mil +1.490 Nova
Pinpoint Asset Management (Singapore)
2013
Pinpoint Asset Management (Singapore)
US$ 379 mil -US$ 225 mil -1.235 -45%
Southern Michigan Bank & Trust
2014
Southern Michigan Bank & Trust
Michigan
US$ 377 mil -US$ 6,19 mil -34 -2%
Chesapeake Wealth Management
2015
Chesapeake Wealth Management
Virginia
US$ 377 mil -US$ 182 -1 -0,1%
First Command Advisory Services
2016
First Command Advisory Services
Texas
US$ 373 mil -US$ 75 mil -412 -22%
KNB
2017
KHAZANAH NASIONAL BERHAD
US$ 372 mil +US$ 265 mil +1.456 Nova
Foster Victor Wealth Advisors
2018
Foster Victor Wealth Advisors
South Carolina
US$ 372 mil +US$ 7,28 mil +40 +2%
Bar Harbor Wealth Management
2019
Bar Harbor Wealth Management
New Hampshire
US$ 371 mil -US$ 39,1 mil -215 -13%
WPG Advisers
2020
WPG Advisers
Maryland
US$ 371 mil -US$ 53,7 mil -295 -17%
Samalin Investment Counsel
2021
Samalin Investment Counsel
New York
US$ 370 mil +US$ 264 mil +1.450 Nova
CC
2022
Corsicana & Co
Texas
US$ 370 mil – – –
Boston Trust Walden
2023
Boston Trust Walden
Massachusetts
US$ 370 mil +US$ 264 mil +1.450 Nova
LeConte Wealth Management
2024
LeConte Wealth Management
Tennessee
US$ 370 mil +US$ 263 mil +1.447 Nova
Quadcap Wealth Management
2025
Quadcap Wealth Management
Texas
US$ 369 mil +US$ 263 mil +1.445 Nova