Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
EntryPoint Capital
2001
EntryPoint Capital
New York
US$ 281 mil -US$ 262 mil -10.564 -44%
IP
2002
Investment Partners
Ohio
US$ 280 mil +US$ 397 +16 +0,1%
Spirepoint Private Client
2003
Spirepoint Private Client
Florida
US$ 280 mil -US$ 16 mil -643 -5%
Berman McAleer
2004
Berman McAleer
Maryland
US$ 280 mil +US$ 4,79 mil +193 +1%
Santori & Peters Inc
2005
Santori & Peters Inc
Pennsylvania
US$ 280 mil -US$ 3,62 mil -146 -1%
TCFG Investment Advisors
2006
TCFG Investment Advisors
California
US$ 278 mil +US$ 4,64 mil +187 +1%
Legacy Advisors
2007
Legacy Advisors
Pennsylvania
US$ 278 mil +US$ 84 mil +3.383 +34%
Keating Financial Advisory Services
2008
Keating Financial Advisory Services
Kansas
US$ 278 mil -US$ 38,6 mil -1.554 -10%
Amplius Wealth Advisors
2009
Amplius Wealth Advisors
Pennsylvania
US$ 278 mil +US$ 4,37 mil +176 +1%
Sagewood Asset Management
2010
Sagewood Asset Management
New York
US$ 277 mil -US$ 88,4 mil -3.561 -21%
MHR
2011
Matthew Hamilton Rosenberg
US$ 276 mil +US$ 127 mil +5.121 +62%
ClearBridge Investments
2012
ClearBridge Investments
New York
US$ 276 mil +US$ 4,96 mil +200 +2%
GenWealth Group
2013
GenWealth Group
New Jersey
US$ 276 mil -US$ 1,64 mil -66 -0,5%
ORC
2014
O'Rourke & Company
Massachusetts
US$ 276 mil +US$ 9,6 mil +387 +3%
Kelly Financial Group
2015
Kelly Financial Group
Connecticut
US$ 276 mil -US$ 5,51 mil -222 -2%
Crescent Grove Advisors
2016
Crescent Grove Advisors
Illinois
US$ 275 mil +US$ 86 mil +3.465 +35%
Koenig Investment Advisory
2017
Koenig Investment Advisory
Oregon
US$ 275 mil -US$ 3,42 mil -138 -1%
Oarsman Capital
2018
Oarsman Capital
Wisconsin
US$ 275 mil +US$ 15,2 mil +612 +5%
Windsor Capital Management
2019
Windsor Capital Management
Arizona
US$ 275 mil – – –
SHFP
2020
Second Half Financial Partners
Florida
US$ 275 mil +US$ 49,6 mil +2.000 +18%
KNB
2021
Khazanah Nasional Berhad
US$ 275 mil -US$ 47,7 mil -1.921 -13%
one8zero8 LLC
2022
one8zero8 LLC
North Carolina
US$ 275 mil +US$ 695 +28 +0,2%
GDS Wealth Management
2023
GDS Wealth Management
Texas
US$ 274 mil +US$ 20,5 mil +827 +7%
Monarch Capital Management
2024
Monarch Capital Management
Indiana
US$ 274 mil – – –
PCG Wealth Advisors
2025
PCG Wealth Advisors
Kansas
US$ 274 mil +US$ 7,99 mil +322 +2%