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ícone de KLAC

KLA
KLAC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Petra Financial Advisors
2001
Petra Financial Advisors
Colorado
US$ 325 mil +US$ 214 mil +1.076 Nova
Atlanta Consulting Group Advisors
2002
Atlanta Consulting Group Advisors
Georgia
US$ 324 mil +US$ 213 mil +1.075 Nova
Orion Capital Management
2003
Orion Capital Management
California
US$ 324 mil -US$ 7,15 mil -36 -3%
Fulton Breakefield Broenniman
2004
Fulton Breakefield Broenniman
Maryland
US$ 323 mil +US$ 212 mil +1.070 Nova
Lyell Wealth Management
2005
Lyell Wealth Management
California
US$ 323 mil +US$ 212 mil +1.070 Nova
Polymer Capital Management (HK)
2006
Polymer Capital Management (HK)
Hong Kong
US$ 323 mil +US$ 212 mil +1.070 Nova
Lakeridge Wealth Management
2007
Lakeridge Wealth Management
Ohio
US$ 322 mil +US$ 212 mil +1.069 Nova
Golden Road Advisors
2008
Golden Road Advisors
Florida
US$ 322 mil +US$ 212 mil +1.066 Nova
Breakwater Capital Group
2009
Breakwater Capital Group
New Jersey
US$ 320 mil +US$ 210 mil +1.060 Nova
Chilton Investment Company
2010
Chilton Investment Company
Connecticut
US$ 320 mil +US$ 210 mil +1.060 Nova
Guerra Pan Advisors
2011
Guerra Pan Advisors
New Jersey
US$ 320 mil +US$ 210 mil +1.060 Nova
Crewe Advisors
2012
Crewe Advisors
Utah
US$ 319 mil +US$ 150 mil +758 +253%
National Philanthropic Trust
2013
National Philanthropic Trust
Pennsylvania
US$ 319 mil +US$ 210 mil +1.057 Nova
Focused Wealth Management
2014
Focused Wealth Management
New York
US$ 318 mil +US$ 209 mil +1.055 Nova
AMG Asset Management Group
2015
AMG Asset Management Group
Georgia
US$ 317 mil +US$ 209 mil +1.051 Nova
SilverOak Wealth Management
2016
SilverOak Wealth Management
Minnesota
US$ 317 mil +US$ 208 mil +1.050 Nova
KMWM
2017
Keudell/Morrison Wealth Management
Oregon
US$ 314 mil -US$ 175 mil -880 -46%
Perfromance Wealth Partners
2018
Perfromance Wealth Partners
Illinois
US$ 314 mil +US$ 206 mil +1.040 Nova
Sax Wealth Advisors
2019
Sax Wealth Advisors
New Jersey
US$ 313 mil +US$ 42,3 mil +213 Nova
Baron Silver Stevens Financial Advisors
2020
Baron Silver Stevens Financial Advisors
Florida
US$ 311 mil +US$ 204 mil +1.030 Nova
TPG Financial Advisors
2021
TPG Financial Advisors
Oregon
US$ 310 mil +US$ 204 mil +1.029 Nova
WBI Investments
2022
WBI Investments
New Jersey
US$ 309 mil +US$ 204 mil +1.026 Nova
Carrera Capital Advisors
2023
Carrera Capital Advisors
Michigan
US$ 308 mil +US$ 203 mil +1.023 Nova
Clark Asset Management
2024
Clark Asset Management
New Hampshire
US$ 308 mil +US$ 203 mil +1.021 Nova
Gemmer Asset Management
2025
Gemmer Asset Management
California
US$ 308 mil +US$ 202 mil +1.020 Nova
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