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ícone de UNP

Union Pacific
UNP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Spirepoint Private Client
2001
Spirepoint Private Client
Florida
US$ 472 mil -US$ 13,1 mil -50 -3%
TIAA Trust, National Association
2002
TIAA Trust, National Association
North Carolina
US$ 471 mil -US$ 180 mil -687 -28%
Picton Mahoney Asset Management
2003
Picton Mahoney Asset Management
Ontario, Canada
US$ 471 mil +US$ 454 mil +1.730 Nova
Fairview Capital Investment Management
2004
Fairview Capital Investment Management
California
US$ 470 mil -US$ 72,2 mil -275 -14%
SmartHarvest Portfolios
2005
SmartHarvest Portfolios
Washington
US$ 469 mil +US$ 38,1 mil +145 +9%
Partners Capital Investment Group
2006
Partners Capital Investment Group
Massachusetts
US$ 468 mil +US$ 452 mil +1.722 Nova
Nicholson Wealth Management Group
2007
Nicholson Wealth Management Group
South Carolina
US$ 467 mil +US$ 52,5 mil +200 +13%
RCS
2008
R2 Capital Strategies
Nebraska
US$ 467 mil +US$ 451 mil +1.716 Nova
GAM Holding
2009
GAM Holding
Switzerland
US$ 466 mil +US$ 180 mil +686 +67%
Encompass Wealth Advisors
2010
Encompass Wealth Advisors
Oregon
US$ 465 mil – – –
Balentine LLC
2011
Balentine LLC
Georgia
US$ 465 mil +US$ 138 mil +527 +45%
Atlas Legacy Advisors
2012
Atlas Legacy Advisors
California
US$ 464 mil +US$ 57,2 mil +218 +14%
IF
2013
Integrity Financial
Wyoming
US$ 464 mil +US$ 3,94 mil +15 +0,9%
Certified Advisory Corp
2014
Certified Advisory Corp
Florida
US$ 464 mil +US$ 9,19 mil +35 +2%
Ausdal Financial Partners
2015
Ausdal Financial Partners
Iowa
US$ 463 mil +US$ 50,2 mil +191 +13%
Avalon Trust
2016
Avalon Trust
New Mexico
US$ 462 mil -US$ 91,9 mil -350 -17%
ITIM
2017
Indiana Trust & Investment Management
Indiana
US$ 462 mil – – –
Financial Management Network
2018
Financial Management Network
California
US$ 462 mil -US$ 66,4 mil -253 -14%
Edgestream Partners
2019
Edgestream Partners
New Jersey
US$ 460 mil -US$ 3,97 mi -15.129 -90%
GeoWealth Management
2020
GeoWealth Management
Illinois
US$ 459 mil +US$ 39,1 mil +149 +10%
Live Oak Private Wealth
2021
Live Oak Private Wealth
North Carolina
US$ 459 mil – – –
JB Capital
2022
JB Capital
Connecticut
US$ 458 mil +US$ 5,78 mil +22 +1%
Beacon Investment Advisors
2023
Beacon Investment Advisors
Maryland
US$ 458 mil +US$ 263 +1 +0,1%
Beverly Hills Private Wealth
2024
Beverly Hills Private Wealth
California
US$ 457 mil -US$ 603 mil -2.298 -58%
River Wealth Advisors
2025
River Wealth Advisors
Pennsylvania
US$ 457 mil +US$ 6,04 mil +23 +1%
79 80
81
82 83