Estamos no ar no ! Saiba mais
Nome Posição Valor negociado Ações
Variação
Variação na
participação
Werba Rubin Papier Wealth Management
2001
Werba Rubin Papier Wealth Management
California
US$ 1,94 mi -US$ 168 mil -1.121 -7%
Insight Wealth Strategies
2002
Insight Wealth Strategies
California
US$ 1,94 mi -US$ 324 mil -2.164 -13%
Targeted Financial Services
2003
Targeted Financial Services
Florida
US$ 1,93 mi +US$ 82,2 mil +549 +4%
BridgePort Financial Solutions
2004
BridgePort Financial Solutions
Iowa
US$ 1,93 mi -US$ 55,5 mil -371 -3%
Lifeworks Advisors
2005
Lifeworks Advisors
Michigan
US$ 1,92 mi +US$ 431 mil +2.882 +26%
Valley Brook Capital Group
2006
Valley Brook Capital Group
Pennsylvania
US$ 1,92 mi +US$ 9,9 mil +66 +0,5%
INVST
2007
INVST
Indiana
US$ 1,92 mi -US$ 105 mil -704 -5%
Meeder Asset Management
2008
Meeder Asset Management
Ohio
US$ 1,92 mi -US$ 16,2 mi -108.216 -89%
SBI Okasan Asset Management
2009
SBI Okasan Asset Management
Japan
US$ 1,92 mi -US$ 284 mil -1.900 -12%
LJI Wealth Management
2010
LJI Wealth Management
Indiana
US$ 1,92 mi +US$ 139 mil +930 +7%
Provident Investment Management
2011
Provident Investment Management
Michigan
US$ 1,91 mi +US$ 5,24 mil +35 +0,3%
CA
2012
Clune & Associates
Illinois
US$ 1,91 mi -US$ 47,4 mil -317 -2%
Cozad Asset Management
2013
Cozad Asset Management
Illinois
US$ 1,91 mi -US$ 3,74 mil -25 -0,2%
Farmers & Merchants Trust Co of Chambersburg PA
2014
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
US$ 1,91 mi -US$ 44,9 mil -300 -2%
Intellus Advisors
2015
Intellus Advisors
Florida
US$ 1,91 mi -US$ 11,1 mil -74 -0,5%
CAM
2016
Crown Advisors Management
California
US$ 1,91 mi – – –
Sterling Wealth Management
2017
Sterling Wealth Management
Illinois
US$ 1,9 mi +US$ 330 mil +2.204 +19%
State of Wyoming
2018
State of Wyoming
Wyoming
US$ 1,9 mi +US$ 390 mil +2.608 +23%
Hardin Capital Partners
2019
Hardin Capital Partners
South Carolina
US$ 1,9 mi -US$ 75,4 mil -504 -4%
Alesco Advisors
2020
Alesco Advisors
New York
US$ 1,9 mi +US$ 260 mil +1.736 +14%
Bank of Stockton
2021
Bank of Stockton
California
US$ 1,9 mi -US$ 746 mil -4.985 -26%
Triumph Capital Management
2022
Triumph Capital Management
Colorado
US$ 1,9 mi +US$ 316 mil +2.112 +18%
Sand Hill Global Advisors
2023
Sand Hill Global Advisors
California
US$ 1,9 mi -US$ 153 mil -1.024 -7%
First Commonwealth Financial Corp
2024
First Commonwealth Financial Corp
Pennsylvania
US$ 1,89 mi +US$ 30,2 mil +202 +1%
Prentice Wealth Management
2025
Prentice Wealth Management
New York
US$ 1,89 mi -US$ 48,6 mil -325 -2%