Estamos no ar no ! Saiba mais
ícone de SPGI

S&P Global
SPGI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SWA
1951
SOA Wealth Advisors
New York
US$ 6,63 mil -US$ 5,09 mi -12.049 -80%
DiNuzzo Private Wealth
1952
DiNuzzo Private Wealth
Pennsylvania
US$ 6,52 mil – – –
TVWM
1953
Tower View Wealth Management
Wisconsin
US$ 6,52 mil – – –
J. Safra Asset Management
1954
J. Safra Asset Management
New York
US$ 6,52 mil -US$ 320 mil -757 -98%
WA
1955
Whipplewood Advisors
Colorado
US$ 6,52 mil -US$ 51,1 mil -121 -88%
TM
1956
Torren Management
California
US$ 6,52 mil -US$ 2,11 mil -5 -24%
T
1957
Transce3nd
Texas
US$ 6,46 mil +US$ 845 +2 +15%
CWP
1958
Clark Wealth Partners
Illinois
US$ 6,11 mil – – –
First PREMIER Bank
1959
First PREMIER Bank
South Dakota
US$ 6 mil – – –
BH
1960
Burk Holdings
Oklahoma
US$ 5,7 mil – – –
CC
1961
Corsicana & Co
Texas
US$ 5,7 mil – – –
SN
1962
Sittner & Nelson
Oregon
US$ 5,7 mil – – –
Banque Cantonale Vaudoise
1963
Banque Cantonale Vaudoise
Switzerland
US$ 5,55 mil -US$ 955 mil -2.262 -14%
CBIZ Investment Advisory Services
1964
CBIZ Investment Advisory Services
Ohio
US$ 5,53 mil – – –
ACA
1965
American Capital Advisory
Idaho
US$ 5,3 mil +US$ 1,27 mil +3 +30%
Plante Moran Financial Advisors
1966
Plante Moran Financial Advisors
Michigan
US$ 5,29 mil +US$ 5,49 mil +13 Nova
FRA
1967
Front Row Advisors
California
US$ 4,9 mil – – –
BA
1968
Bard Associates
Illinois
US$ 4,89 mil +US$ 5,07 mil +12 Nova
Country Trust Bank
1969
Country Trust Bank
Illinois
US$ 4,48 mil -US$ 2,96 mil -7 -39%
T
1970
Tidemark
California
US$ 4,35 mil -US$ 3,8 mil -9 -45%
CRI
1971
Commonwealth Retirement Investments
Virginia
US$ 4,08 mil +US$ 4,22 mil +10 Nova
MSG
1972
Main Street Group
Virginia
US$ 4,07 mil -US$ 5,49 mil -13 -57%
Quarry LP
1973
Quarry LP
New York
US$ 4,07 mil +US$ 4,22 mil +10 Nova
Harvest Fund Management
1974
Harvest Fund Management
China
US$ 4 mil -US$ 845 -2 -17%
Roble Belko & Company
1975
Roble Belko & Company
Pennsylvania
US$ 4 mil – – –
77 78
79
80 81