Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
1015 Capital Partners
2001
1015 Capital Partners
Pennsylvania
US$ 6,36 mil – – –
GHP Investment Advisors
2002
GHP Investment Advisors
Colorado
US$ 6,36 mil – – –
APW
2003
Allied Private Wealth
Florida
US$ 6,36 mil +US$ 6,34 mil +20 Nova
American Capital Advisory
2004
American Capital Advisory
Idaho
US$ 6,03 mil +US$ 634 +2 +13%
Asset Dedication LLC
2005
Asset Dedication LLC
California
US$ 6,03 mil +US$ 5,71 mil +18 Nova
Copia Wealth Management
2006
Copia Wealth Management
Oregon
US$ 5,69 mil – – –
Bare Financial Services
2007
Bare Financial Services
Pennsylvania
US$ 5,36 mil +US$ 634 +2 +14%
Cedar Mountain Advisors
2008
Cedar Mountain Advisors
Oregon
US$ 4,69 mil +US$ 634 +2 +17%
MWM
2009
Mascoma Wealth Management
New Hampshire
US$ 4,35 mil +US$ 2,85 mil +9 +225%
NBH Bank
2010
NBH Bank
Colorado
US$ 4,35 mil +US$ 4,12 mil +13 Nova
RMG Wealth Management
2011
RMG Wealth Management
Wisconsin
US$ 4,32 mil -US$ 13 mil -41 -73%
Colonial Trust
2012
Colonial Trust
South Carolina
US$ 4,23 mil +US$ 1,59 mil +5 +63%
Ravenstone Capital Management
2013
Ravenstone Capital Management
US$ 4,02 mil -US$ 46,9 mil -148 -93%
Davis Capital Management
2014
Davis Capital Management
Florida
US$ 4,02 mil +US$ 2,22 mil +7 +140%
Decker Retirement Planning
2015
Decker Retirement Planning
Utah
US$ 4,02 mil +US$ 3,81 mil +12 Nova
Field & Main Bank
2016
Field & Main Bank
Kentucky
US$ 4,02 mil +US$ 3,81 mil +12 Nova
Prosperity Bancshares
2017
Prosperity Bancshares
Texas
US$ 4,02 mil +US$ 3,81 mil +12 Nova
BCH
2018
Berkshire Capital Holdings
California
US$ 3,35 mil -US$ 17,2 mi -54.150 -100%
NBT Bank
2019
NBT Bank
New York
US$ 3,35 mil -US$ 6,34 mil -20 -67%
1620 Investment Advisors
2020
1620 Investment Advisors
Massachusetts
US$ 3,35 mil – – –
LAM Group
2021
LAM Group
Oregon
US$ 3,35 mil – – –
MO
2022
McMillan Office
Michigan
US$ 3,35 mil +US$ 3,17 mil +10 Nova
Security National Bank
2023
Security National Bank
Nebraska
US$ 3,35 mil +US$ 3,17 mil +10 Nova
WBWA
2024
William B. Walkup & Associates
South Carolina
US$ 3,35 mil +US$ 3,17 mil +10 Nova
TAP
2025
Tounjian Advisory Partners
Florida
US$ 3,01 mil +US$ 2,85 mil +9 Nova