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ícone de SPGI

S&P Global
SPGI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
TLCM
1976
Twin Lakes Capital Management
California
US$ 3,42 mil – – –
WWM
1977
Wolff Wiese Magana
California
US$ 3,26 mil – – –
GTAM
1978
Global Trust Asset Management
Florida
US$ 3,26 mil – – –
BC
1979
Barrett & Company
Rhode Island
US$ 2,85 mil -US$ 422 -1 -13%
Crews Bank & Trust
1980
Crews Bank & Trust
Florida
US$ 2,85 mil – – –
FG
1981
Fairman Group
Pennsylvania
US$ 2,85 mil – – –
PP
1982
Paladin Partners
Wisconsin
US$ 2,85 mil – – –
BFS
1983
Burkett Financial Services
South Carolina
US$ 2,47 mil – – –
NL
1984
NorthAvenue LLC
Ohio
US$ 2,44 mil – – –
NL
1985
NVWM LLC
Pennsylvania
US$ 2,44 mil +US$ 422 +1 +20%
OAG
1986
Oakmont Advisory Group
New Mexico
US$ 2,44 mil +US$ 2,53 mil +6 Nova
GSEP
1987
Golden State Equity Partners
California
US$ 2,44 mil -US$ 789 mil -1.868 -100%
PS
1988
PayPay Securities
Japan
US$ 2,31 mil +US$ 422 +1 +20%
MCP
1989
Miller Capital Partners
Michigan
US$ 2,04 mil – – –
AIC
1990
Archer Investment Corporation
Indiana
US$ 2,04 mil – – –
SC
1991
Sawyer & Company
Massachusetts
US$ 2,04 mil – – –
BDPWM
1992
Barnes Dennig Private Wealth Management
Ohio
US$ 2,04 mil +US$ 2,11 mil +5 Nova
BWM
1993
Bullock Wealth Management
Indiana
US$ 1,68 mil – – –
1IA
1994
1620 Investment Advisors
Massachusetts
US$ 1,66 mil – – –
TBFA
1995
Three Bearings Fiduciary Advisors
New Hampshire
US$ 1,63 mil – – –
NA
1996
Networth Advisors
Pennsylvania
US$ 1,63 mil – – –
PIS
1997
POM Investment Strategies
North Carolina
US$ 1,63 mil – – –
SFS
1998
Sunrise Financial Services
Washington
US$ 1,63 mil – – –
LAM
1999
Lummis Asset Management
Texas
US$ 1,63 mil +US$ 1,69 mil +4 Nova
SWAG
2000
Spectrum Wealth Advisory Group
California
US$ 1,22 mil +US$ 1,27 mil +3 Nova
78 79
80
81 82