Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Joule Financial
1976
Joule Financial
Kentucky
US$ 1,76 mi -US$ 7,95 mil -20 -0,5%
Unison Asset Management
1977
Unison Asset Management
Florida
US$ 1,76 mi – – –
Prestige Wealth Management Group
1978
Prestige Wealth Management Group
New Jersey
US$ 1,76 mi -US$ 335 mil -842 -17%
Cloud Capital Management
1979
Cloud Capital Management
Washington
US$ 1,76 mi +US$ 146 mil +366 +10%
Tennessee Valley Asset Management Partners
1980
Tennessee Valley Asset Management Partners
Tennessee
US$ 1,76 mi +US$ 60,5 mil +152 +4%
CVA
1981
Central Valley Advisors
California
US$ 1,76 mi -US$ 16,7 mil -42 -1%
BF
1982
Baring Financial
Washington
US$ 1,75 mi -US$ 93,5 mil -235 -5%
Cornell Pochily Investment Advisors
1983
Cornell Pochily Investment Advisors
New York
US$ 1,75 mi – – –
Rockbridge Investment Management
1984
Rockbridge Investment Management
New York
US$ 1,75 mi +US$ 12,7 mil +32 +0,8%
Beacon Financial Group
1985
Beacon Financial Group
Texas
US$ 1,75 mi +US$ 149 mil +374 +10%
Beaumont Financial Advisors
1986
Beaumont Financial Advisors
Massachusetts
US$ 1,75 mi +US$ 31 mil +78 +2%
Global Trust Wealth Management
1987
Global Trust Wealth Management
Florida
US$ 1,74 mi +US$ 115 mil +288 +7%
North Dallas Bank & Trust
1988
North Dallas Bank & Trust
Texas
US$ 1,74 mi +US$ 49,7 mil +125 +3%
Opal Capital
1989
Opal Capital
Florida
US$ 1,74 mi +US$ 290 mil +728 +21%
Howard Capital Management Group
1990
Howard Capital Management Group
California
US$ 1,74 mi -US$ 19,9 mil -50 -1%
Sara-Bay Financial
1991
Sara-Bay Financial
Florida
US$ 1,74 mi +US$ 1,64 mi +4.129 Nova
Hanover Advisors
1992
Hanover Advisors
South Carolina
US$ 1,74 mi +US$ 78,7 mil +198 +5%
Goldenstone Wealth Management
1993
Goldenstone Wealth Management
California
US$ 1,74 mi +US$ 105 mil +264 +7%
Hoxton Planning & Management
1994
Hoxton Planning & Management
West Virginia
US$ 1,73 mi +US$ 43,4 mil +109 +3%
Beaton Management Company
1995
Beaton Management Company
Massachusetts
US$ 1,73 mi – – –
PIMG
1996
Patriot Investment Management Group
Tennessee
US$ 1,73 mi +US$ 13,9 mil +35 +0,9%
Generation Capital Management
1997
Generation Capital Management
New York
US$ 1,72 mi -US$ 52,1 mil -131 -3%
PWM
1998
Pinnacle Wealth Management
California
US$ 1,72 mi -US$ 208 mil -524 -11%
TriaGen Wealth Management
1999
TriaGen Wealth Management
California
US$ 1,72 mi – – –
OneAscent Family Office
2000
OneAscent Family Office
Alabama
US$ 1,72 mi +US$ 105 mil +265 +7%