Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Investment Research Partners
1951
Investment Research Partners
Pennsylvania
US$ 401 mil +US$ 58,9 mil +109 +16%
Disciplined Investors
1952
Disciplined Investors
Texas
US$ 401 mil +US$ 13 mil +24 +3%
Northwest Financial Advisors
1953
Northwest Financial Advisors
Virginia
US$ 400 mil +US$ 541 +1 +0,1%
Mason & Associates (California)
1954
Mason & Associates (California)
California
US$ 399 mil – – –
Dynamic Wealth Strategies
1955
Dynamic Wealth Strategies
California
US$ 399 mil +US$ 47 mil +87 +12%
Claret Asset Management
1956
Claret Asset Management
Quebec, Canada
US$ 399 mil -US$ 27 mil -50 -6%
Ellis Investment Partners
1957
Ellis Investment Partners
Pennsylvania
US$ 399 mil +US$ 1,62 mil +3 +0,4%
Adamsbrown Wealth Consultants
1958
Adamsbrown Wealth Consultants
Kansas
US$ 399 mil +US$ 88,7 mil +164 +26%
Orion Capital Management
1959
Orion Capital Management
California
US$ 398 mil +US$ 541 +1 +0,1%
Bank of New Hampshire
1960
Bank of New Hampshire
New Hampshire
US$ 397 mil -US$ 47,6 mil -88 -10%
Occidental Asset Management
1961
Occidental Asset Management
California
US$ 397 mil -US$ 40,5 mil -75 -9%
Bangor Savings Bank
1962
Bangor Savings Bank
Maine
US$ 397 mil -US$ 7,03 mil -13 -2%
Ducere Wealth Management
1963
Ducere Wealth Management
California
US$ 397 mil +US$ 18,9 mil +35 +5%
BSW Wealth Partners
1964
BSW Wealth Partners
Colorado
US$ 396 mil -US$ 65,4 mil -121 -13%
MHR
1965
Matthew Hamilton Rosenberg
US$ 396 mil -US$ 17,3 mil -32 -4%
Birchcreek Wealth Management
1966
Birchcreek Wealth Management
Ohio
US$ 396 mil +US$ 47,6 mil +88 +13%
Belfer Management
1967
Belfer Management
New York
US$ 396 mil – – –
Atticus Wealth Management
1968
Atticus Wealth Management
Florida
US$ 395 mil +US$ 7,03 mil +13 +2%
Dodge & Cox
1969
Dodge & Cox
California
US$ 395 mil – – –
Plancorp LLC
1970
Plancorp LLC
Missouri
US$ 394 mil -US$ 21,6 mil -40 -5%
CFM Wealth Partners
1971
CFM Wealth Partners
Texas
US$ 393 mil – – –
Philadelphia Investment Partners
1972
Philadelphia Investment Partners
New Jersey
US$ 392 mil – – –
Marex Group
1973
Marex Group
US$ 392 mil -US$ 40,5 mil -75 -9%
Community Trust & Investment
1974
Community Trust & Investment
Kentucky
US$ 392 mil – – –
Circle Wealth Management
1975
Circle Wealth Management
New Jersey
US$ 391 mil +US$ 12,4 mil +23 +3%