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ícone de UBER

Uber
UBER

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Worth Asset Management
2001
Worth Asset Management
Texas
US$ 237 mil -US$ 1,76 mil -24 -0,7%
IFG Advisory
2002
IFG Advisory
Georgia
US$ 236 mil +US$ 240 mil +3.268 Nova
Channel Wealth
2003
Channel Wealth
California
US$ 235 mil -US$ 5,09 mi -69.473 -96%
Lodestone Wealth Management
2004
Lodestone Wealth Management
Washington
US$ 235 mil -US$ 109 mil -1.486 -31%
SHP Wealth Management
2005
SHP Wealth Management
Massachusetts
US$ 234 mil -US$ 16,2 mil -221 -6%
Sound View Wealth Advisors Group
2006
Sound View Wealth Advisors Group
Georgia
US$ 234 mil -US$ 30,9 mil -422 -12%
Acorn Financial Advisory Services
2007
Acorn Financial Advisory Services
Virginia
US$ 232 mil +US$ 4,03 mil +55 +2%
Monte Financial Group
2008
Monte Financial Group
Connecticut
US$ 231 mil – – –
Traveka Wealth
2009
Traveka Wealth
California
US$ 231 mil -US$ 13,1 mil -179 -5%
McAdam LLC
2010
McAdam LLC
Pennsylvania
US$ 231 mil +US$ 18,8 mil +257 +9%
City National Bank of Florida
2011
City National Bank of Florida
Florida
US$ 231 mil +US$ 234 mil +3.195 Nova
Integrity Wealth Solutions
2012
Integrity Wealth Solutions
Colorado
US$ 230 mil -US$ 28,7 mil -391 -11%
Compass Financial Management
2013
Compass Financial Management
Florida
US$ 230 mil +US$ 234 mil +3.191 Nova
Outlook Wealth Advisors
2014
Outlook Wealth Advisors
Texas
US$ 230 mil -US$ 8,29 mil -113 -3%
Cambient Family Office
2015
Cambient Family Office
Michigan
US$ 229 mil +US$ 233 mil +3.173 Nova
CenterStar Asset Management
2016
CenterStar Asset Management
Illinois
US$ 228 mil +US$ 233 mil +3.176 Nova
Rossmore Private Capital
2017
Rossmore Private Capital
Connecticut
US$ 228 mil – – –
Eagle Bay Advisors
2018
Eagle Bay Advisors
New York
US$ 228 mil -US$ 54,5 mil -743 -19%
CF
2019
Carlson Financial
Oregon
US$ 227 mil -US$ 32,6 mil -445 -12%
BCGM Wealth Management
2020
BCGM Wealth Management
Indiana
US$ 227 mil +US$ 16,8 mil +229 +8%
Crown Wealth Group
2021
Crown Wealth Group
North Carolina
US$ 227 mil -US$ 1,32 mil -18 -0,6%
Intrepid Financial Planning Group
2022
Intrepid Financial Planning Group
Indiana
US$ 227 mil +US$ 3,74 mil +51 +2%
Power Wealth Management
2023
Power Wealth Management
Georgia
US$ 227 mil -US$ 65,4 mil -892 -22%
Quent Capital
2024
Quent Capital
New York
US$ 227 mil -US$ 7,85 mil -107 -3%
Beaumont Financial Advisors
2025
Beaumont Financial Advisors
Massachusetts
US$ 226 mil -US$ 3,01 mil -41 -1%
79 80
81
82 83