Estamos no ar no ! Saiba mais
ícone de MDT

Medtronic
MDT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Evolution Wealth Management
2001
Evolution Wealth Management
Florida
US$ 22,9 mil -US$ 43,9 mil -544 -65%
Owl Creek Wealth Partners
2002
Owl Creek Wealth Partners
Colorado
US$ 22,9 mil -US$ 7,42 mil -92 -24%
Hughes Financial Services
2003
Hughes Financial Services
Virginia
US$ 22,8 mil +US$ 2,18 mil +27 +10%
S&T Bank
2004
S&T Bank
Pennsylvania
US$ 22,5 mil +US$ 1,13 mil +14 +5%
Lodestone Wealth Management
2005
Lodestone Wealth Management
Washington
US$ 22,2 mil +US$ 81 +1 +0,4%
Buck Wealth Strategies
2006
Buck Wealth Strategies
Colorado
US$ 22,2 mil +US$ 22,9 mil +284 Nova
Raffa Wealth Management
2007
Raffa Wealth Management
District of Columbia
US$ 22,1 mil -US$ 1,21 mil -15 -5%
MS
2008
Monetary Solutions
Ohio
US$ 21,7 mil – – –
Meeder Asset Management
2009
Meeder Asset Management
Ohio
US$ 21,5 mil -US$ 28,9 mil -358 -57%
Barrett & Company
2010
Barrett & Company
Rhode Island
US$ 21,5 mil +US$ 22,2 mil +275 Nova
AIM
2011
Axiom Investment Management
New York
US$ 20,6 mil -US$ 47,1 mil -584 -69%
DT Investment Partners
2012
DT Investment Partners
Pennsylvania
US$ 20,4 mil -US$ 36,9 mil -457 -64%
JCIC Asset Management
2013
JCIC Asset Management
Ontario, Canada
US$ 20,4 mil – – –
Lummis Asset Management
2014
Lummis Asset Management
Texas
US$ 19,8 mil +US$ 807 +10 +4%
Marquette Asset Management
2015
Marquette Asset Management
Minnesota
US$ 19,6 mil +US$ 2,98 mil +37 +17%
Basepoint Wealth
2016
Basepoint Wealth
Iowa
US$ 19,4 mil -US$ 7,1 mil -88 -26%
Fortis Group Advisors
2017
Fortis Group Advisors
New Jersey
US$ 19,2 mil +US$ 1,21 mil +15 +7%
Centennial Bank
2018
Centennial Bank
Arkansas
US$ 19,1 mil – – –
RJA
2019
Ross\Johnson & Associates
Minnesota
US$ 18,6 mil – – –
Addison Advisors
2020
Addison Advisors
Vermont
US$ 18,4 mil -US$ 176 mil -2.177 -90%
Wellington Shields Capital Management
2021
Wellington Shields Capital Management
New York
US$ 18,3 mil -US$ 16,1 mil -200 -46%
Bare Financial Services
2022
Bare Financial Services
Pennsylvania
US$ 18,2 mil +US$ 5,65 mil +70 +43%
Cornerstone Financial Management
2023
Cornerstone Financial Management
Massachusetts
US$ 17,9 mil +US$ 3,15 mil +39 +21%
Tradewinds Capital Management
2024
Tradewinds Capital Management
Washington
US$ 17,5 mil -US$ 2,82 mil -35 -14%
Entrust Financial
2025
Entrust Financial
Pennsylvania
US$ 17,4 mil – – –
79 80
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