Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Annis Gardner Whiting Capital Advisors
2001
Annis Gardner Whiting Capital Advisors
Florida
– -US$ 71,6 mil -105 Encerrada
True Link Financial Advisors
2002
True Link Financial Advisors
California
– -US$ 63,4 mil -93 Encerrada
Kingdom Financial Group
2003
Kingdom Financial Group
Arizona
– -US$ 56 mil -82 Encerrada
Lloyd Advisory Services
2004
Lloyd Advisory Services
Georgia
– -US$ 56 mil -82 Encerrada
Twin Peaks Wealth Advisors
2005
Twin Peaks Wealth Advisors
California
– -US$ 53,5 mil -78 Encerrada
Elevation Wealth Partners
2006
Elevation Wealth Partners
California
– -US$ 49,8 mil -73 Encerrada
Scarborough Advisors
2007
Scarborough Advisors
Maryland
– -US$ 42,1 mil -62 Encerrada
Wealth Science Advisors
2008
Wealth Science Advisors
Georgia
– -US$ 34,2 mil -60 Encerrada
Destiny Wealth Partners
2009
Destiny Wealth Partners
Florida
– -US$ 40,3 mil -59 Encerrada
TGY2IT
2010
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -US$ 32,1 mil -47 Encerrada
DI
2011
DAGCO Inc
Ohio
– -US$ 30 mil -44 Encerrada
WFA of San Diego
2012
WFA of San Diego
California
– -US$ 26,6 mil -39 Encerrada
Merkkuri Wealth Advisors
2013
Merkkuri Wealth Advisors
New York
– -US$ 21,8 mil -32 Encerrada
Operose Advisors
2014
Operose Advisors
Wisconsin
– -US$ 21,8 mil -32 Encerrada
Legacy Wealth Management (Idaho)
2015
Legacy Wealth Management (Idaho)
Idaho
– -US$ 15 mil -22 Encerrada
Magnolia Wealth Management
2016
Magnolia Wealth Management
Alabama
– -US$ 13,6 mil -20 Encerrada
Fountainhead AM
2017
Fountainhead AM
New Jersey
– -US$ 13 mil -19 Encerrada
Sankala Group
2018
Sankala Group
Colorado
– -US$ 13,1 mil -19 Encerrada
Clayton Financial Group
2019
Clayton Financial Group
Missouri
– -US$ 10,2 mil -15 Encerrada
Chilton Capital Management
2020
Chilton Capital Management
Texas
– -US$ 9,6 mil -14 Encerrada
IBOK
2021
Independence Bank of Kentucky
Kentucky
– -US$ 6,82 mil -10 Encerrada
Missouri Trust & Investment Company
2022
Missouri Trust & Investment Company
Missouri
– -US$ 6,82 mil -10 Encerrada
SC
2023
Steph & Co
Wisconsin
– -US$ 6,82 mil -10 Encerrada
Minot DeBlois Advisors
2024
Minot DeBlois Advisors
Massachusetts
– -US$ 3,41 mil -5 Encerrada
Portus Wealth Advisors
2025
Portus Wealth Advisors
North Carolina
– -US$ 3,41 mil -5 Encerrada