Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Gilbert & Cook
2001
Gilbert & Cook
Iowa
US$ 1,54 mi +US$ 10,1 mil +31 +0,7%
Cascade Investment Advisors
2002
Cascade Investment Advisors
Oregon
US$ 1,53 mi +US$ 165 mil +508 +13%
Atala Financial
2003
Atala Financial
California
US$ 1,53 mi -US$ 9,8 mil -30 -0,7%
PCM Encore
2004
PCM Encore
Colorado
US$ 1,53 mi -US$ 492 mil -1.513 -26%
Boyd Watterson Asset Management
2005
Boyd Watterson Asset Management
Ohio
US$ 1,53 mi -US$ 3,58 mil -11 -0,3%
Grandfield & Dodd
2006
Grandfield & Dodd
New York
US$ 1,52 mi – – –
Centaurus Financial
2007
Centaurus Financial
California
US$ 1,52 mi -US$ 901 mil -2.770 -39%
Retirement Planning Company of New England
2008
Retirement Planning Company of New England
Rhode Island
US$ 1,52 mi +US$ 18,5 mil +57 +1%
Halbert Hargrove Global Advisors
2009
Halbert Hargrove Global Advisors
California
US$ 1,52 mi -US$ 64,7 mil -199 -4%
J. Derek Lewis & Associates
2010
J. Derek Lewis & Associates
California
US$ 1,52 mi -US$ 9,8 mil -30 -0,7%
FFA
2011
Florida Financial Advisors
Florida
US$ 1,52 mi -US$ 55,3 mil -170 -4%
Atlas Legacy Advisors
2012
Atlas Legacy Advisors
California
US$ 1,52 mi +US$ 49,1 mil +151 +4%
LCM Capital Management
2013
LCM Capital Management
Illinois
US$ 1,51 mi +US$ 4,88 mil +15 +0,4%
VELA Investment Management
2014
VELA Investment Management
Ohio
US$ 1,51 mi +US$ 119 mil +366 +9%
Thurston Springer Miller Herd & Titak
2015
Thurston Springer Miller Herd & Titak
Indiana
US$ 1,51 mi +US$ 288 mil +886 +26%
Barnes Pettey Financial Advisors
2016
Barnes Pettey Financial Advisors
Mississippi
US$ 1,51 mi -US$ 10,1 mil -31 -0,7%
Anchyra Partners
2017
Anchyra Partners
Georgia
US$ 1,51 mi -US$ 16,9 mil -52 -1%
IP
2018
Investment Partners
Ohio
US$ 1,51 mi +US$ 24,1 mil +74 +2%
Tradition Wealth Management
2019
Tradition Wealth Management
Minnesota
US$ 1,51 mi -US$ 84,3 mil -259 -6%
Ironwood Financial
2020
Ironwood Financial
Arizona
US$ 1,5 mi -US$ 6,51 mil -20 -0,4%
Oslo Pensjonsforsikring
2021
Oslo Pensjonsforsikring
US$ 1,5 mi +US$ 173 mil +533 +14%
PCMK
2022
Paragon Capital Management (Kansas)
Kansas
US$ 1,5 mi +US$ 18,2 mil +56 +1%
Los Angeles Capital Management
2023
Los Angeles Capital Management
California
US$ 1,5 mi -US$ 12 mi -36.977 -90%
AIA
2024
AIMZ Investment Advisors
California
US$ 1,5 mi – – –
Newman Dignan & Sheerar Inc
2025
Newman Dignan & Sheerar Inc
Rhode Island
US$ 1,5 mi +US$ 325 +1 +0%