Estamos no ar no ! Saiba mais
ícone de WFC

Wells Fargo
WFC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
RW Investment Management
2001
RW Investment Management
Idaho
US$ 389 mil -US$ 44,2 mil -550 -10%
Intrust Bank
2002
Intrust Bank
Kansas
US$ 389 mil -US$ 48,9 mil -608 -11%
Bernardo Wealth Planning
2003
Bernardo Wealth Planning
Pennsylvania
US$ 389 mil +US$ 15,8 mil +196 +4%
Prairie Wealth Advisors
2004
Prairie Wealth Advisors
Nebraska
US$ 389 mil – – –
Fullerton Fund Management
2005
Fullerton Fund Management
Singapore
US$ 389 mil +US$ 378 mil +4.702 Nova
Prairiewood Capital
2006
Prairiewood Capital
North Dakota
US$ 388 mil +US$ 8,44 mil +105 +2%
Eagle Harbor Asset Management
2007
Eagle Harbor Asset Management
Washington
US$ 386 mil +US$ 161 +2 +0%
Members Trust
2008
Members Trust
Florida
US$ 385 mil -US$ 96,4 mil -1.200 -20%
Quantum Financial Partners
2009
Quantum Financial Partners
Kansas
US$ 385 mil +US$ 374 mil +4.660 Nova
Strategic Planning Group
2010
Strategic Planning Group
Utah
US$ 385 mil -US$ 16,6 mil -207 -4%
Cardinal Point Capital Management
2011
Cardinal Point Capital Management
Ontario, Canada
US$ 384 mil -US$ 225 mil -2.795 -38%
Steinberganna Wealth Management
2012
Steinberganna Wealth Management
New York
US$ 383 mil -US$ 116 mil -1.448 -24%
Diesslin Group
2013
Diesslin Group
Texas
US$ 383 mil – – –
MJP Associates
2014
MJP Associates
Connecticut
US$ 380 mil +US$ 64 mil +796 +21%
Talisman Wealth Advisors
2015
Talisman Wealth Advisors
New Jersey
US$ 378 mil +US$ 804 +10 +0,2%
Carrera Capital Advisors
2016
Carrera Capital Advisors
Michigan
US$ 378 mil -US$ 487 mil -6.056 -57%
Golden State Wealth Management
2017
Golden State Wealth Management
California
US$ 377 mil +US$ 8,92 mil +111 +2%
Reflection Asset Management
2018
Reflection Asset Management
South Carolina
US$ 377 mil +US$ 56,2 mil +699 +18%
Wealth Alliance Advisory Group
2019
Wealth Alliance Advisory Group
Kansas
US$ 377 mil +US$ 402 +5 +0,1%
Prentiss Smith & Co
2020
Prentiss Smith & Co
Vermont
US$ 377 mil – – –
DV Trading
2021
DV Trading
Illinois
US$ 377 mil -US$ 240 mil -2.988 -40%
Concentrum Wealth Management
2022
Concentrum Wealth Management
California
US$ 376 mil +US$ 12,1 mil +151 +3%
ORC
2023
O'Rourke & Company
Massachusetts
US$ 375 mil +US$ 241 +3 +0,1%
Ariadne Wealth Management
2024
Ariadne Wealth Management
California
US$ 375 mil +US$ 110 mil +1.372 +43%
Van Hulzen Asset Management
2025
Van Hulzen Asset Management
California
US$ 374 mil -US$ 14,6 mil -182 -4%
79 80
81
82 83