Estamos no ar no ! Saiba mais
ícone de UPS

United Parcel Service
UPS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Kennebec Savings Bank
1976
Kennebec Savings Bank
Maine
US$ 26,4 mil – – –
Aventus Investment Advisors
1977
Aventus Investment Advisors
Florida
US$ 25,6 mil – – –
Hilltop National Bank
1978
Hilltop National Bank
Wyoming
US$ 25,3 mil – – –
Centerpoint Advisors
1979
Centerpoint Advisors
Massachusetts
US$ 25 mil – – –
E Fund Management (HK)
1980
E Fund Management (HK)
Hong Kong
US$ 24,7 mil +US$ 15,3 mil +147 +177%
PlanVest Financial
1981
PlanVest Financial
Maryland
US$ 24,5 mil – – –
Alpine Bank Wealth Management
1982
Alpine Bank Wealth Management
Colorado
US$ 24,2 mil +US$ 23,4 mil +225 Nova
JNBA Financial Advisors
1983
JNBA Financial Advisors
Minnesota
US$ 24,1 mil -US$ 624 -6 -3%
Salem Investment Counselors
1984
Salem Investment Counselors
North Carolina
US$ 23,3 mil – – –
Consultiva Wealth Management
1985
Consultiva Wealth Management
Puerto Rico
US$ 23,1 mil – – –
Elevation Wealth Partners
1986
Elevation Wealth Partners
California
US$ 22,9 mil +US$ 6,96 mil +67 +46%
TIAA Trust, National Association
1987
TIAA Trust, National Association
North Carolina
US$ 22,8 mil -US$ 7,59 mil -73 -26%
B
1988
Bayban
Minnesota
US$ 22,5 mil – – –
Cassaday & Co Wealth Management
1989
Cassaday & Co Wealth Management
Virginia
US$ 22 mil -US$ 1,04 mil -10 -5%
Activest Wealth Management
1990
Activest Wealth Management
Florida
US$ 21,9 mil -US$ 65,3 mil -628 -75%
Byrne Asset Management
1991
Byrne Asset Management
New Jersey
US$ 21,5 mil -US$ 5,2 mil -50 -20%
Security National Bank
1992
Security National Bank
Nebraska
US$ 21,5 mil – – –
Orion Capital Management
1993
Orion Capital Management
California
US$ 21,5 mil +US$ 20,8 mil +200 Nova
Dunhill Financial
1994
Dunhill Financial
United Kingdom
US$ 21,5 mil +US$ 3,95 mil +38 +24%
LifeSteps Financial
1995
LifeSteps Financial
California
US$ 21,1 mil +US$ 20,4 mil +196 Nova
Stone House Investment Management
1996
Stone House Investment Management
Pennsylvania
US$ 20,6 mil +US$ 15,6 mil +150 +357%
Princeton Global Asset Management
1997
Princeton Global Asset Management
New Jersey
US$ 20,4 mil -US$ 28,6 mil -275 -59%
Evolution Wealth Management
1998
Evolution Wealth Management
Florida
US$ 20,4 mil +US$ 208 +2 +1%
Bare Financial Services
1999
Bare Financial Services
Pennsylvania
US$ 19,8 mil +US$ 15,3 mil +147 +397%
Wellington-Altus USA
2000
Wellington-Altus USA
Manitoba, Canada
US$ 19,8 mil – – –
78 79
80
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