S&P Global

SPGI

Valor de mercado US$ 131 bi

#	Nome	Posição	Valor negociado	Ações Variação	Variação na participação
2001	2001 Lummis Asset Management Fort Worth, Texas	US$ 1,63 mil	+US$ 1,69 mil	+4	Nova
2002	2002 Spectrum Wealth Advisory Group Granite Bay, California	US$ 1,22 mil	+US$ 1,27 mil	+3	Nova
2003	2003 Parallax Volatility Advisers San Francisco, California	US$ 1,22 mil	-US$ 228 mil	-541	-99%
2004	2004 Mosley Wealth Management Anaheim, California	US$ 1,22 mil	-US$ 30,8 mil	-73	-96%
2005	2005 WealthCollab Bellevue, Washington	US$ 1,22 mil	-US$ 2,53 mil	-6	-67%
2006	2006 Imprint Wealth Mount Pleasant, South Carolina	US$ 1,22 mil	-US$ 1,27 mil	-3	-50%
2007	2007 Godfrey Financial Associates Glenmont, New York	US$ 1,22 mil	–	–	–
2008	2008 Key Capital Management Hendersonville, Tn 37075, Tennessee	US$ 1,22 mil	–	–	–
2009	2009 Downshift Financial Boulder, Colorado	US$ 1,22 mil	+US$ 1,27 mil	+3	Nova
2010	2010 Morton Brown Family Wealth Allentown, Pennsylvania	US$ 1,22 mil	+US$ 1,27 mil	+3	Nova
2011	2011 Cherry Tree Wealth Management Minnetonka, Minnesota	US$ 1,02 mil	–	–	–
2012	2012 Coston McIsaac & Partners Bar Harbor, Maine	US$ 1 mil	–	–	–
2013	2013 Pin Oak Investment Advisors Houston, Texas	US$ 1 mil	+US$ 845	+2	Nova
2014	2014 DecisionPoint Financial Mesa, Arizona	US$ 830	-US$ 422	-1	-33%
2015	2015 Proathlete Wealth Management Boca Raton, Florida	US$ 816	–	–	–
2016	MS 2016 Monetary Solutions Dayton, Ohio	US$ 815	–	–	–
2017	2017 Seneschal Advisors Tacoma, Washington	US$ 815	–	–	–
2018	2018 Breakwater Investment Management Seattle, Washington	US$ 815	+US$ 422	+1	+100%
2019	2019 Financial Gravity Companies Lakeway, Texas	US$ 815	+US$ 845	+2	Nova
2020	2020 Investors Portfolio Services Puyallup, Washington	US$ 793	–	–	–
2021	2021 Kozak & Associates Highlands Ranch, Colorado	US$ 416	+US$ 422	+1	Nova
2022	2022 3 Factor Indexing Sacramento, California	US$ 408	–	–	–
2023	2023 West Branch Capital Amherst, Massachusetts	US$ 408	–	–	–
2024	2024 Hoey Investments Coatesville, Pennsylvania	US$ 408	+US$ 422	+1	Nova
2025	2025 Trifecta Capital Advisors Northbrook, Illinois	US$ 408	+US$ 422	+1	Nova

S&P Global SPGI Valor de mercado US$ 131 bi

S&P Global

SPGI

Valor de mercado US$ 131 bi