Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Cahaba Wealth Management
2001
Cahaba Wealth Management
Georgia
– -US$ 415 mil -755 Encerrada
Massar Capital Management
2002
Massar Capital Management
Connecticut
– -US$ 400 mil -729 Encerrada
Philip James Wealth Mangement
2003
Philip James Wealth Mangement
Georgia
– -US$ 398 mil -725 Encerrada
Board of the Pension Protection Fund
2004
Board of the Pension Protection Fund
United Kingdom
– -US$ 373 mil -680 Encerrada
Bulltick Wealth Management
2005
Bulltick Wealth Management
Florida
– -US$ 367 mil -669 Encerrada
Moody National Bank Trust Division
2006
Moody National Bank Trust Division
Texas
– -US$ 343 mil -625 Encerrada
Willis Johnson & Associates
2007
Willis Johnson & Associates
Texas
– -US$ 323 mil -588 Encerrada
a16z Perennial Management
2008
a16z Perennial Management
California
– -US$ 321 mil -584 Encerrada
Tuttle Capital Management
2009
Tuttle Capital Management
Connecticut
– -US$ 320 mil -583 Encerrada
One Capital Management
2010
One Capital Management
California
– -US$ 307 mil -560 Encerrada
Crestmont Private Wealth
2011
Crestmont Private Wealth
Texas
– -US$ 279 mil -509 Encerrada
Essex Financial Services
2012
Essex Financial Services
Connecticut
– -US$ 276 mil -503 Encerrada
Intesa Sanpaolo SpA.
2013
Intesa Sanpaolo SpA.
Italy
– -US$ 275 mil -500 Encerrada
Patton Fund Management
2014
Patton Fund Management
Texas
– -US$ 270 mil -491 Encerrada
OneAscent Financial Services
2015
OneAscent Financial Services
Alabama
– -US$ 259 mil -471 Encerrada
GA
2016
GFS Advisors
Texas
– -US$ 242 mil -441 Encerrada
Evoke Wealth
2017
Evoke Wealth
California
– -US$ 238 mil -433 Encerrada
Emerald Advisers
2018
Emerald Advisers
Pennsylvania
– -US$ 234 mil -426 Encerrada
Affinity Capital Advisors
2019
Affinity Capital Advisors
California
– -US$ 229 mil -418 Encerrada
Focus Financial Network
2020
Focus Financial Network
Minnesota
– -US$ 226 mil -411 Encerrada
WMA
2021
Wealth Management Associates
New Jersey
– -US$ 225 mil -409 Encerrada
Hamilton Capital
2022
Hamilton Capital
Ohio
– -US$ 215 mil -391 Encerrada
XY Planning Network
2023
XY Planning Network
Montana
– -US$ 218 mil -389 Encerrada
Forefront Wealth Partners
2024
Forefront Wealth Partners
Texas
– -US$ 212 mil -386 Encerrada
BAM Wealth Management
2025
BAM Wealth Management
Colorado
– -US$ 207 mil -377 Encerrada