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IBM
IBM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SI
1901
Saxon Interests
Texas
US$ 1,01 mi -US$ 106 mil -419 -10%
Marietta Wealth Management
1902
Marietta Wealth Management
Georgia
US$ 1,01 mi +US$ 32 mil +127 +4%
Jackson Grant Investment Advisers
1903
Jackson Grant Investment Advisers
Connecticut
US$ 1,01 mi +US$ 1,01 mil +4 +0,1%
Univest Financial
1904
Univest Financial
Pennsylvania
US$ 1,01 mi +US$ 256 mil +1.016 +40%
Alliance Wealth Advisors (Utah)
1905
Alliance Wealth Advisors (Utah)
Utah
US$ 1,01 mi -US$ 433 mil -1.720 -32%
Abacus Planning Group
1906
Abacus Planning Group
South Carolina
US$ 1,01 mi +US$ 12,3 mil +49 +1%
Horizon Kinetics Asset Management
1907
Horizon Kinetics Asset Management
New York
US$ 1 mi -US$ 3,78 mil -15 -0,4%
IMA Advisory Services
1908
IMA Advisory Services
Colorado
US$ 1 mi +US$ 202 mil +801 +29%
Basso Capital Management
1909
Basso Capital Management
Connecticut
US$ 999 mil -US$ 84,4 mil -335 -9%
Peoples Financial Services Corp
1910
Peoples Financial Services Corp
Pennsylvania
US$ 996 mil -US$ 12,6 mil -50 -1%
TDB
1911
Thompson David Blair
US$ 996 mil +US$ 892 mil +3.542 Nova
Biltmore Family Office
1912
Biltmore Family Office
North Carolina
US$ 994 mil -US$ 32,2 mil -128 -3%
Mitchell Sinkler & Starr
1913
Mitchell Sinkler & Starr
Pennsylvania
US$ 993 mil +US$ 3,78 mil +15 +0,4%
IAS
1914
Investment Advisory Services
Texas
US$ 992 mil +US$ 6,55 mil +26 +0,7%
Middleton & Co
1915
Middleton & Co
Massachusetts
US$ 990 mil +US$ 440 mil +1.745 +98%
Intergy Private Wealth
1916
Intergy Private Wealth
Colorado
US$ 988 mil +US$ 12,6 mil +50 +1%
South Dakota Investment Council
1917
South Dakota Investment Council
South Dakota
US$ 988 mil -US$ 25,2 mil -100 -3%
ITIM
1918
Indiana Trust & Investment Management
Indiana
US$ 987 mil – – –
SF
1919
Symphony Financial
Texas
US$ 986 mil +US$ 274 mil +1.087 +44%
Wright Investors Service
1920
Wright Investors Service
Connecticut
US$ 985 mil -US$ 498 mil -1.975 -36%
Monetta Financial Services
1921
Monetta Financial Services
Illinois
US$ 984 mil +US$ 882 mil +3.500 Nova
Institute for Wealth Management
1922
Institute for Wealth Management
Colorado
US$ 984 mil +US$ 9,07 mil +36 +1%
CWC Advisors
1923
CWC Advisors
Oregon
US$ 984 mil +US$ 16,6 mil +66 +2%
Torrey Growth & Income Advisors
1924
Torrey Growth & Income Advisors
California
US$ 983 mil -US$ 50,4 mil -200 -5%
Alessandra Capital Management
1925
Alessandra Capital Management
California
US$ 981 mil -US$ 427 mil -1.695 -33%
75 76
77
78 79