Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Prairie Wealth Advisors
2001
Prairie Wealth Advisors
Nebraska
US$ 215 mil – – –
Bank of Stockton
2002
Bank of Stockton
California
US$ 215 mil -US$ 14,1 mil -150 -6%
Garde Capital
2003
Garde Capital
Washington
US$ 214 mil – – –
Storen Legacy Partners
2004
Storen Legacy Partners
Indiana
US$ 214 mil +US$ 3,3 mil +35 +2%
Whittier Trust
2005
Whittier Trust
California
US$ 213 mil +US$ 13,7 mil +146 +7%
Fiduciary Wealth Partners
2006
Fiduciary Wealth Partners
Massachusetts
US$ 213 mil +US$ 1,88 mil +20 +0,9%
Embree Financial Group
2007
Embree Financial Group
Illinois
US$ 213 mil +US$ 209 mil +2.224 Nova
FDx Advisors
2008
FDx Advisors
Illinois
US$ 212 mil -US$ 23,7 mil -252 -10%
MBA Advisors
2009
MBA Advisors
Pennsylvania
US$ 212 mil – – –
Capula Management
2010
Capula Management
Cayman Islands
US$ 212 mil -US$ 1,01 mi -10.734 -83%
AIM
2011
Athena Investment Management
California
US$ 211 mil -US$ 23,5 mil -250 -10%
Interactive Financial Advisors
2012
Interactive Financial Advisors
Illinois
US$ 211 mil – – –
Kestra Investment Management
2013
Kestra Investment Management
Texas
US$ 211 mil +US$ 208 mil +2.204 Nova
Islay Capital Management
2014
Islay Capital Management
Texas
US$ 211 mil – – –
DT Investment Partners
2015
DT Investment Partners
Pennsylvania
US$ 211 mil – – –
LGT Fund Management
2016
LGT Fund Management
Liechtenstein
US$ 211 mil -US$ 271 mil -2.878 -57%
Camelot Portfolios
2017
Camelot Portfolios
Ohio
US$ 211 mil – – –
Summit Financial Strategies
2018
Summit Financial Strategies
Ohio
US$ 211 mil – – –
Taylor Hoffman Capital Management
2019
Taylor Hoffman Capital Management
Virginia
US$ 211 mil – – –
Altman Advisors
2020
Altman Advisors
Illinois
US$ 211 mil +US$ 207 mil +2.200 Nova
Glassy Mountain Advisors
2021
Glassy Mountain Advisors
Maryland
US$ 210 mil – – –
Copia Wealth Management
2022
Copia Wealth Management
Oregon
US$ 210 mil – – –
TrustBank
2023
TrustBank
Illinois
US$ 210 mil -US$ 7,06 mil -75 -3%
Mascagni Wealth Management
2024
Mascagni Wealth Management
Mississippi
US$ 209 mil +US$ 282 +3 +0,1%
DI
2025
Disciplined Investments
Oklahoma
US$ 209 mil +US$ 188 +2 +0,1%